Partners IA Valuations

Solution Partner
ConsultantsMergers & Acquisitions

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Valuation-driven planning to assist agency owners in realizing and maximizing their value.

What makes us unique?

IA Valuations aims to ensure that every agency owner recognizes and comprehends the value of their most significant asset. We offer fair market agency valuations, tailored consulting and financial modeling, as well as buy- and sell-side advising for independent insurance agents. IA Valuations has performed hundreds of independent insurance agency valuations and facilitated numerous deals, equipping us with timely and detailed insights into the market to better analyze and support independent agents.

Features and Workflow

IA Valuations offers valuation-based planning for independent insurance agents. Each engagement begins with a Fair Market Valuation Report, which outlines agency values based on up to 30 factors, along with in-depth analysis and insights from our experienced team. We provide customized planning and consulting services to assist agents in navigating the complexities of operations, growth, transitioning, exiting, and more.

  • Agency Fair Market Valuations.
  • Internal Perpetuation and Planning.
  • Financial Modeling.
  • Buy-Sell Side Advisory.

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Data Ownership Policy

HawkSoft was provided the following statement from IA Valuations:

IA Valuations defines all work product and any business-related information provided by the agency as confidential, excluding information that is public, previously known without restriction, or obtained lawfully from a third party. IA Valuations may use this information only to perform the agreed-upon services and may not disclose it unless authorized or legally required.

IA Valuations does use agency data in the aggregate form to produce benchmarking insights. When the agreement ends, IA Valuations will retain one legal-file copy.

HawkSoft has reviewed the resource(s) provided above by IA Valuations. HawkSoft finds that IA Valuations supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from IA Valuations to make your own informed decisions for your business.