Evaluate an Insurance Agency with Confidence

Few advisors in the country evaluate as many agencies each year as our firm.

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 provide valuations to many 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 complete 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

  • Nearly $500M of agency 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.


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