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:

Financials
Books of business account information
Employee data
Ownership structure

Pricing:

Less than $2.5M in revenue:
• $2,500/member
• $3,100/non-member
More than $2.5M 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

Timeframe:

2-3 weeks from submission

LET'S TALK

Let us be your trusted advisor.

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