What is an agency worth?

2020-09-13T19:11:03-04:00October 29th, 2019|

This question is one of the main reasons people call our office. In fact, we complete over 120 valuations of insurance agencies and brokerages each year for agency owners, buyers and lenders all asking for our professional opinion on agency market value. We are the most experienced firm in the nation when it comes to valuing agencies with under $5M in revenue, which is why the leading lenders in the insurance industry turn to us.

Producer-Owned Books: A Potential Deal Killer

2020-09-13T18:12:09-04:00February 11th, 2014|

We occasionally run into insurance agencies that have independent contractor producers that own the rights to their book of business.  These arrangements almost always create a problem with selling an agency.  The arrangements usually evolve from the principals’ desire to [...]

Insurance Agency Valuations

2020-09-13T17:57:34-04:00November 5th, 2013|

View our video presentation on insurance agency valuations.  Please give us a call if we can be of any assistance to you: (321) 255-1309. [wpvideo Rpckij0y]

Insurance Agency Mergers and Acquisitions

2020-09-13T17:56:26-04:00November 5th, 2013|

View our video presentation (bottom of page) and read the article below about what to consider before hiring an advisor to help you value, sell or buy an insurance agency.  Please give us a call if we can be of [...]