Maximizing Agency Value Through Financial Insights
We provide independent insurance agencies with the financial expertise and strategic guidance needed to make informed decisions at every stage of growth. Our services go beyond valuation, we help agencies understand their financials, plan for the future, and maximize value with confidence.
Core Services
- Fair Market Valuation – Gain an objective, data-driven perspective on your agency’s health and future potential.
- Fractional CFO Services – Expert financial management aligning agency operations with strategic growth.
- Benchmarking – Use industry data to uncover insights and tools for improved performance and growth.
- Acquisition Analysis – Get a clear evaluation of potential acquisitions or partnerships.
- Perpetuation Planning – Protect your agency’s future value with a strategic ownership transfer plan.
- Compensation Analysis – Optimize pay structures to retain top talent, maximize profitability, and boost productivity.
Carey Wallace
Agency Finance and Valuation Consultant
You Value Your Clients, We Value Your Agency
You wouldn’t leave money on the table anywhere else, so why would you do it with your agency? Basing your agency’s value on industry folklore can be costly. Simply believing that your agency is worth some multiple of revenue (e.g., 2x) could be an expensive mistake. So many factors go into a true calculation of agency value. Don’t guess your agency’s value. Get a professional analysis and complete a valuation.
KAIA has partnered with the Ohio Insurance Agents to offer our members access to IA Valuations, an organization that prepares valuations exclusively for independent agency owners. Before you sell, make sure you know the true value of your agency, and who better to trust to evaluate your agency than an organization dedicated to serving the needs of independent insurance agents?
What does IA Valuations offer?
- Agency Fair Market Valuations
- Agency Link
- Buy, Sell, or Merge advisory services
- Business Consulting Services
- Perpetuation planning
- Financial modeling
- Transition planning
- Optimizing internal operations
- Template documents
- And more
Contact IA Valuations today to start the valuation process.