Agency Valuation Services with IntellAgents

  

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.
 
What we need:
Financials
Books of business account information       
Employee data
Ownership structure 
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 
   
Pricing:
Less than $2M in revenue:
$2,500/member; $3,000/non-member
More than $2M in revenue:
Call for pricing
Timeframe:
2-3 weeks from submission
 
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