Category: Frequently Asked Questions

One of our key differentiators from your local accountant or advisor is that we understand the nuances and complexity of this business. We work in this specific marketplace day in and day out, so we are able to provide more insights. We are specialists on this singular topic: valuating independent insurance agencies.

Our team of experts is highly trained and experienced. Both of our valuation analysts have their MBAs. Craig has his CVA (Certified Valuation Analyst) designation and Luke is working on getting his designation. Jeff holds his JD, CIC, and CAE certifications. Our team has done over 200 valuations together and have experience with the different risk factors that can affect your agency’s value.

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