Agency Valuations

An industry trusted source on agency and brokerage market values

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 2-4 valuations every week. 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 120 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 350 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.

If you would like more information,
please contact us at

(321) 255-1309

or complete the form below:

COMPLETED TRANSACTIONS

  • Arthur J. Gallagher
    has aqcuired
    Fraser Yacht Insurance Services
    Agency Brokerage Consultants served as advisor to Fraser Yacht Insurance Services
  • All Risk, LTD
    has aqcuired
    Specialty Risk Underwriters
    Agency Brokerage Consultants served as advisor to Specialty Risk Underwriters
  • Hub International
    has aqcuired
    Farr Insurance Group
    Agency Brokerage Consultants served as advisor to Farr Insurance Group
  • AssuredPartners Aerospace
    has aqcuired
    Hardy Aviation Insurance
    Agency Brokerage Consultants served as advisor to Hardy Aviation Insurance
  • Sihle Insurance Group
    has aqcuired
    Webster Insurance Agency
    Agency Brokerage Consultants served as advisor to Webster Insurance Agency
  • Risk Cooperative
    has aqcuired
    Benefits Resources
    Agency Brokerage Consultants served as advisor to Benefits Resources
  • PCF Insurance Services of the West
    has aqcuired
    Leonard H. Franks, CPCU & Associates
    Agency Brokerage Consultants served as advisor to Leonard H. Franks, CPCU & Associates
  • Foundation Risk Partners
    has aqcuired
    Allen & Smith Insurance, Inc. DBA St. Johns Insurance Agency
    Agency Brokerage Consultants served as advisor to Allen & Smith Insurance, Inc. DBA St. Johns Insurance Agency
  • Higginbotham
    has aqcuired
    Extraco Banks - Commercial Insurance Division
    Agency Brokerage Consultants served as advisor to Extraco Banks - Commercial Insurance Division
  • Smart Choice Partners
    has aqcuired
    Atlantic Insurance Advisors
    Agency Brokerage Consultants served as advisor to Atlantic Insurance Advisors