Agency Valuation & Due Diligence Services

Are you in the process of acquiring an agency?

If so, then you are likely about to spend hundreds of thousands to millions of dollars. How confident are you in your evaluation process? Are you handling it or is an employee or your accountant? How much experience does that person have in reviewing financial statements, management system reports, bank statements, carrier statements, etc.? Do they understand accounting for direct bill versus agency bill business?

Few advisors in the country evaluate as many agencies each year as our firm. Our team of professionals are also trained and certified M&A and valuation experts. Whether you want assistant in valuing an agency or in performing due diligence, put our expertise to work.

Highlights of our expertise

  • Nearly $500M of agency commission revenues evaluated in the last two calendar years.
  • Over 120 valuations completed each year.
  • Proprietary database of more than 200 completed agency sale transactions.
  • Team of certified business valuators.
  • Fastest valuation turn around time in the industry.

LENDERS THAT HAVE USED OUR SERVICES

Live Oak Bank Logo Oak Street Funding Westfield Bank Logo Ready Cap Lending Inc. Crestmark logo