Agency Valuation Services

Understanding the true value of an agency is the foundation for all perpetuation plans, regardless if the result is an internal transfer or external sale.

IA|METRIC‘s Agency Valuation Services will help you gain an unbiased understanding of your agency’s value and make more informed decisions about the future of your business.

Report Overview

What We Need:

  • Financials
  • Books of business account information
  • Employee data
  • Ownership structure

What You Receive:

  • Fair market indication of value report
  • Your agency’s unique profile & risk factors
  • IA Insights: Ways to improve agency value
  • Factors affecting internal perpetuation
Valuation Report mock-up

Valuation Pricing

Less than

$2M Revenue
$ 3,500
  • Discounts may be available in your state
Popular

More than

$2M Revenue
Contact Us
  • Pricing varies by state and agency revenue

Timeframe

You should expect to receive your report within 2-3 weeks from submitting your data.

Timeframe

You should expect to receive your report within 2-3 weeks from submitting your data.

Let's Talk

Let us be your trusted advisor.

We're here to ensure you're empowered with the right tools to plan your agency's perpetuation.