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Valuations

Agency Valuation Services

Gain an unbiased understanding of your agency's value.

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

KAIA's partnership with IntellAgents' 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.

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Valuation Report mock-up

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 the internal perpetuation

Pricing

Less than $2M in revenue:
$3,000

More than $2M in revenue:
Call for pricing

Timing:

 

2-3 weeks from submission

 

Let us be your trusted advisor

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

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Are you looking to develop and implement affordable compensation and performance management programs that support the strategic direction of your agency? The Compensation Report and R.I.S.E. Profile insights will help you through the creation of a positive employee relations environment!

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