Agency Valuation

For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.

For agency owners preparing for a sale, planning succession or assessing their competitive standing, it’s more important than ever to understand the forces that drive an agency’s valuation.

Contingent compensation can be significant but unpredictable, particularly amidst the hard market and frequent catastrophes.

A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.

Just because the economy is unpredictable doesn’t mean it’s time to pull up the drawbridge and hide. Making smart moves to drive growth, both organic and inorganic, can keep a business thriving.

An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.

The recently enacted tariffs have introduced uncertainty into the insurance industry, including the agency mergers & acquisitions market. Here are three areas to monitor over the coming months.