Valuation-based planning to help owners realize and maximize their value.
Are you curious about the worth of your hard-earned independent insurance agency? Welcome to IA Valuations, where we specialize in delivering precise, insightful, and unbiased valuations for independent insurance agents like you.
Every valuation and business plan we prepare is exclusively for independent insurance agency owners. Since our inception, we have been serving independent insurance agents in their business development and growth plans. Our valuations team has a collective 60 years of experience in the industry and will serve as your trusted advisor on your journey to optimize your agency’s value.
Why Valuation Matters
Understanding the true value of your agency is essential for various reasons. It helps in succession planning, mergers, acquisitions, and even simply knowing the fruits of your labor. With our expertise, we bring clarity to the numbers, so you can make informed decisions.
IA Valuations Mission and Vision – IA Valuations’ mission is valuation-based planning to help owners realize and maximize their value. Our goal is to maximize and protect the value of the IA system.
Our Valuation Process – At IA Valuations, we’ve perfected the art and science of insurance agency valuations. Our process combines industry expertise, meticulous analysis, and cutting-edge tools to provide you with a comprehensive and accurate valuation report.
Expert Guidance Every Step of the Way – We understand that the valuation process can be complex and overwhelming. That’s why our team of experienced professionals is here to guide you through every step, ensuring you have a clear understanding of the factors influencing your agency’s value.
Tailored Insights for Your Agency – No two agencies are the same, and our valuations reflect this reality. We take time to understand your agency’s unique characteristics and tailor our approach to provide you with insights that are not only accurate but also meaningful.
Empower Your Agency’s Future – Whether you’re considering succession planning, contemplating a merger, or just want to know where your agency stands, our valuations empower you to make strategic decisions with confidence. Discover the true value of your independent insurance agency with IA Valuations today.
Unlock your agency’s potential. Contact us for a valuation that goes beyond the numbers and reveals the story of your agency’s success.
What We Need
To get started on your valuation, we will first need to collect some information about your agency. We request that you send the following items:
- Financial Information – Our team will work with you to collect the necessary financial documents from your agency.
- Employee Data – Simply provide us with your staff information including the number of employees, benefits, etc.
- Ownership Structure – We will work to understand your current ownership structure and what it could mean to the future value of your agency.
- Book of Business Account Information – We will review your current book of business including the mix of products, carriers, and clients.
What You Receive
Once we have the information we need, we can compile your valuation report. It will include:
- Fair Market Indication of Value Report
- Unique Agency Profile and Risk Factors
- Factors Affecting Ownership Transition
For agencies who have gotten a valuation from us within the past 2 years, we offer a renewal option. For a discounted rate, we will provide a valuation with your updated financial records.
The cost of your valuation depends on several factors, including: the size of your agency, the state you operate in, whether or not this is your first valuation with us, and more. Please reach out directly to get an accurate quote for your agency.