Insurance Agency Valuation - Selling my Company

[SW DI Brokerage]

Are there any nationally recognized insurance agency valuation firms? I'm looking for a company with national experience to refer to other agents.

 

[adjusterjack]

There appears to be lots of them according to this search:

https://duckduckgo.com/?q=insurance+agency+valuation+services&t=h_&ia=web

Whether any are "nationally recognized" or even suitable for your purposes is something that you are going to have to find out for yourself.

There are also plenty of articles online about valuation of an agency:

https://duckduckgo.com/?q=insurance+agency+valuation&t=h_&ia=web

 

[maalox]

https://agencybrokerage.net

 

[InsCommentary]

I have personal experience working with three national consultants:

Al Diamond in New Jersey
Home - Agency Consulting Group

Howard Candage in Maine
HE Candage | Insurance Consulting | Insurance Training

Chris Burand in Colorado
Burand & Associates: Insurance Industry Consultants

All three know their stuff. If you're a member of the Big "I", their Virtual University has articles about agency valuation.

 

[SW DI Brokerage]

Great start! Thanks.

 

[Mike Mensch]

I found this due to the traffic to our blog from the link above. Our main site is www.agencybrokerage.com. We do over 100 valuations a year for agents, buyers and lenders. We also have one of the most extensive databases of completed agency sale transactions because we are a very active M&A firm and are paid by buyers and lenders to evaluate deals. Feel free to call me any time: (321) 255-1309. Thank you.

Sincerely,
Mike