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To provide you with your agency’s Fair Market Value, we'll take a wholistic view of your agency using a multiple of EBITDA. We review your financial statements, create your proforma statements using industry standards, assess your agency’s risk by reviewing the areas of concentration, structure, and performance to determine the appropriate multiple of EBITDA and provide you with your agency’s range of value.
What You Need to Get Started
You will be able to provide all of the information needed for your Fair Market Value by using your financial statements, book of business reports, carrier reports, producer reports and payroll roster.
Financial Information: Three years of financials, current balance sheet, cashflow, payroll by employee
Structure: Ownership structure, sales & service, use of technology, agency’s culture
Performance: New business, growth, profitability, EBITDA, loss ratio, renewal rates
Areas of Concentration: Carrier mix, top 20 clients, niches, producers
IIAT's Valuation Process: What to Expect
Get Your agency's Fair Market Value Report
Price is based on agency revenue. The cost is $3,000 for agencies with revenues of $2M and below. Complete the following form to get started:
