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Insurance Agency Valuations 
This is a listing of firms offering Insurance Agency Valuation and Appraisal Services
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Optimum Performance Solutions, LLC Featured
Considering any changes in agency ownership due to a purchase, sale or merger? If so, it is extremely important to determine the fair market value of the agency. The value of an agency is based on a wide range of factors, but ultimately comes down to i ...
OPTIS Partners, LLC Featured
OPTIS Partners is an investment banking and financial consulting firm providing expert services to the insurance distribution industry. Based in Chicago, IL, OPTIS Partners consists of a small group of highly skilled insurance and finance professionals ...
Agency Brokerage Consultants Featured Popular
Why hire our firm to value your insurance brokerage:
1. We are experienced merger & acquisition advisors. We only handle insurance brokerage valuations, sales and acquisitions; therefore, we are ve ...
Peter Milnes, CPCU, CIC Featured
INEX is a widely recognized investment banking firm providing assistance to buyers and sellers of insurance agencies. As a byproduct of our ‘take to market’ approach for sell side representation we provide valuation ranges oriented to ...
B. H. Burke & Co., Inc.
B. H. Burke & Co., Inc. (BHBCo) is a Westbrook, Connecticut, based consulting firm that was founded in 1983. BHBCo provides business-valuation and consulting assistance on finances, operations, technology, and agency management to independent insur ...
Need an Insurance Agency Valuation/Appraisal?
AMGO Capital is a merger and acquisition advisory firm focused on the insurance agency and brokerage industry. Working with insurance agencies and brokers of all sizes throughout the country, the mission of AMGO Capital is to provide financial advice t ...
