Your agency is your greatest financial asset. IA Valuations works to help independent insurance agency owners start valuation-based planning to realize and maximize its value. Valuation reports include fair market value report, your agency's unique risk factors, and any factors affecting an ownership transition.

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Why Get a Valuation? 

You wouldn’t leave money on the table anywhere else… so why would you do it with your agency? Basing your agency value on industry folklore can be costly. Simply believing that your agency is worth some multiple of revenue (2x) could be an expensive mistake. So many factors go into a true calculation of agency value. Don’t guess at your agency’s value. Get a professional analysis and complete a valuation.

Our team of trusted agency advisors is eager to help you achieve your business and valuation goals with your agency. As you plan for the future of your agency, we want to be part of helping you make informed business decisions based on the independent fair market value of your agency.

Desired Growth 

You have growth ideas but no plan. Start your planning by understanding where you are. Gain an analysis and insights on how to optimize your agency value, growth opportunities, and risk factors.

Agency Ownership Transition 

For agencies that plan to transition ownership, an annual valuation and plan will ensure that you are on track to transfer your business for the value and manner which best suits your clients, legacy, family, and team.

Fair Market Value  

Calculating the fair market value of your agency (EBITDA multiple) instead of expressing the value of your agency (revenue multiple), will prepare you to maximize your agency’s value regardless of what you decide to do with your agency.