Agency Valuation

Take the Guess Work out of Valuation

An agency valuation (also known as “appraisal” or “assessment”) is the process used to identify, analyze, and summarize all relevant data needed to establish a well-informed opinion of value for insurance agencies. Without a valuation, the value of an agency can not be accurately determined. Valuations look at all aspects of an agency the way a buyer of insurance agencies would consider them, that is, by viewing each one as either:

a concern that could negatively impact the agency’s market value, or
an opportunity that could enhance its value

Why Get a Valuation for Your Agency?

Some of the common reasons for having an objective third party establish a value include:

To distribute assets for divorce, trust estate, or other legal matters
To obtain documentation for a partner buyout
To justify market value for the IRS or a lending institution
To create a presentation which a seller can use to justify an asking price or a buyer can use to justify an offered price
To get an outside opinion for a business transaction between family members
To get an idea of what the agency is worth
To decide if it’s a good time to sell or to address the issues that are leading to a lower value

The Insurance Agency Summary Valuation Report

The valuation report will point out factors that can likely hurt your agency’s market value. These may include existing competition, political uncertainties, current valuation trends, etc. By understanding such factors, agency owners can start to address them and build more value for their agency long before they are ready to sell.

Maximize Your Agency Value with Ganis

An agency valuation is a great tool that agency owners can use in numerous situations, and we can help you make the most of it! At Stuart Ganis Consulting, our team of experienced professionals can help identify and address factors that can impact your agency’s value to maximize the value of your business assets. Contact Us Now

For more information, call us today at (213) 342-5753