In spite of all that has gone on in the country over the last few years, agency valuations and M&A activity peaked in Q4 2021.  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.   We typically charge thousands of dollars for this report but are offering it free to help agency owners determine the right path.   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 $400k 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 and ask to speak with Mike or Lou.

Why we are an industry trusted valuation source:

• Assisted with more than 300 agency M&A transactions.
• Completed over 1,500 valuations of independent insurance agencies.
• Experience in evaluating retail agencies, wholesale brokerages, MGAs, MGUs, FMOs and program administrators.
• Proprietary database of more than 300 completed agency sale transactions.
• Team of certified business valuators.
• Valuations meet SBA SOP 50 10 5(K) requirements.