There are many reasons agents obtain a third party valuation. As an M&A advisor, our expertise is in knowing the market value. We’ve negotiated with hundreds of buyers around the country, have been hired to evaluate agencies on behalf of buyers, and provided valuations to most lenders in the industry. As such, we know the market value of insurance agencies better than just about anyone. Our team of certified business valuators completes 20-30 valuations every month. For our seller clients, this depth of insight helps us to deliver the highest price for their agency the market will provide.

Why hire us

• Over 200 valuations performed each year for firms producing an aggregate of more than $1B in annual premiums.
• Experience in evaluating retail agencies, wholesale brokerages, MGAs, MGUs, IMOs and program administrators.
• Proprietary database of more than 400 completed agency sale transactions.
• Team of certified business valuators.
• Fastest valuation turnaround time in the industry and competitive pricing.
• Valuations meet SBA SOP 50 10 5(K) Requirements.