Tools to Help You Make More Informed Business Decisions
FULL VALUATION OF SERVICES
Gain an unbiased understanding of your agency’s value and make more informed decisions about the future of your business using these Valuation Services, exclusively developed for independent agencies. Full Valuation Services
are now available for those who are considering perpetuating internally, selling their agency to a third party, or even purchasing another.
Let us be your trusted advisor. We’re here to ensure small- to mid-sized agencies are empowered with the right tools to plan their agency’s perpetuation.
Ready to get started? Click the button below to fill out our inquiry form and our valuation specialist will reach out to you soon!SUBMIT INQUIRY
ONLINE OPINION OF VALUE TOOL
In addition to our full valuation service, we also provide an Online Opinion of Value Tool
to estimate your agency’s fair market value range to help drive future performance.
With your subscription ($99/member, $199/non-member), you'll have access to this tool, as well as our Agency Insights Tool! Bonus
: If you decide to pursue a full valuation, your subscription cost will be deducted from your valuation fee!CONTACT YOUR VALUATION TEAM
Finding secure financing is an essential part of your agency's life cycle.
Protect your assets and your agency's future by partnering with a bank that understands your agency's unique financial needs.LEARN MORE