In spite of all that has gone on in the country over the last few years, agency valuations and M&A activity peaked in 2022.  Now with interest rates on the rise and chatter about a looming recession, should you sell now or wait and hope for the best?

We want to help you determine a course of action by arming you with information.  Our firm is offering to provide agency owners with a complimentary, certified business valuation.   There are a few caveats to this offer:

1. You must own the agency that is being evaluated.
2. The business must be an independent property and casualty agency or employee benefits firm.
3. Your business must produce $500k or more in revenue.
4. You must provide the information that we request for us to complete the evaluation.

To take advantage of this offer and gain insight on the market value of your agency, please fill out the form to the right or call our office at (321) 255-1309.

Why we are an industry trusted valuation source:

• Assisted with more than 400 agency M&A transactions and have proprietary data on each deal.
• Completed over 2,000 valuations of independent insurance agencies.
• Experience in evaluating retail agencies, wholesale brokerages, MGAs, MGUs, FMOs and program administrators.
• Experience working with every major buyer in the marketplace.
• Team of certified business valuation and M&A professionals.