| Agency Valuations |
Agency Valuations with IA ValuationsThe IIAW has partnered with IA Valuations to offer members agency valuations from experts. Every valuation and business plan is prepared exclusively for independent agency owners. With 50 years of collective experience, our valuation team serves as trusted advisors, helping you optimize your agency's value. IA Valuations focuses on valuation-based planning designed to help independent insurance agency owners realize and maximize their value. Whether determining fair market value, planning for internal perpetuation, handling external sales, or providing business consulting services, our team is eager to help you achieve your goals.
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| Cost: | What is needed for the valuation? | |||
| - Agency valuations for IIAW members under $2.5M are $3K. - For agencies more than $2.5M - reach out to determine price. |
- Financial information - Employee data - Ownership structure - Book of business info |
| Desired Growth | Agency Ownership Transition | Fair Market Value | ||
| You have growth ideas but no plan. Start your planning by understanding where you are. Gain an analysis and insights on how to optimize your agency value, growth opportunities, and risk factors. | For agencies that plan to transition ownership, an annual valuation and plan will ensure that you are on track to transfer your business for the value and manner which best suits your clients, legacy, family, and team. | Calculating the fair market value of your agency (EBITDA multiple) instead of expressing the value of your agency (revenue multiple), will prepare you to maximize your agency’s value regardless of what you decide to do with your agency. |
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Craig Niess, CVA, MBACraig is OIA’s seasoned Business Planning and Valuation Manager. With over a decade of experience in financial and operational consulting for independent agents and brokers, he specializes in valuations and perpetuation planning. Since joining OIA in 2017, Craig has performed over 110 valuations, bringing his career total to more than 250. He holds a BA in Economics, an MBA in Finance, and is a Certified Valuation Analyst (CVA). Craig’s expertise makes him an invaluable asset for agency owners across the country. |
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Contact IA Valuations to Get Started *Don't forget to mention you're an IIAW member to get member pricing!* |
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