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 if the result is an internal transfer or external sale.

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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What we need:

Books of business account information
Employee data
Ownership structure


Less than $2M in revenue:
$3,500 (Pricing varies; discounts may be available in your state)
More than $2M in revenue:
Call for pricing

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


2-3 weeks from submission

Valuation Report mock-up

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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