FAIA is proud to partner with IA Valuations, Big “I” Ohio’s valuation provider, to bring you valuation-based planning specific for independent insurance agencies.
Every valuation and business plan prepared is exclusively for independent insurance agency owners.
The valuation team has a collective 50 years of experience in the industry and will serve as your trusted advisor on your journey to optimize your agency’s value.
You’ve worked hard to build and grow your insurance agency, and you should know the fair market value of your greatest financial asset. That’s why at IA Valuations, our mission focuses on valuation-based planning and is designed to help independent agency owners realize and maximize their value.
The best time to start planning was yesterday; the second best time is today. If you’re not planning now, you’re already behind.
Don’t guess at your agency’s value. Get a professional analysis and complete a valuation. Our team of trusted agency advisors is eager to help you achieve your business and valuation goals with your agency. As you plan for the future of your agency, we want to be part of helping you make informed business decisions based on the independent fair market value of your agency. Why do people get a valuation?
- Desired growth
- Agency ownership transition
- Fair market value
- Planning for your next chapter
What does IA Valuations offer?
- Agency Fair Market Valuations
- Agency Link
- Buy, Sell, or Merge advisory services
- Business Consulting Services
- Perpetuation planning
- Financial modeling
- Transition planning
- Optimizing internal operations
- Template documents
- And more
