We’ve partnered with the Ohio Insurance Agents to give members access to IA Valuations, a firm dedicated exclusively to independent insurance agency owners. Understanding your agency’s fair market value is essential—not only for strategic business decisions, but also for protecting and maximizing what’s likely your greatest financial asset. What IA Valuations Provides
IA Valuations delivers more than just a number. Their customized valuation reports (typically 40 pages) provide actionable insights to help agency owners: In addition to valuations, they offer perpetuation planning, financial modeling, buy-sell advising, and other specialized consulting services. Why IA Valuations Stands Out
- With over 350 completed valuations, the IA Valuations team combines deep industry expertise with a mission-driven approach. Each engagement is personal and collaborative, helping owners understand not only their value but also their potential.
- Access to a powerful data platform to analyze trends across independent agencies—providing even more insights for growth and benchmarking.
- Accessible for All Agency Sizes by making professional valuation services affordable and accessible
Know Your Agency’s Worth
Your agency is a major financial asset—treat it like one. IA Valuations believes every owner should have an annual valuation, just as you’d review your investment portfolio each year.
What's Your Agency's True Value?
If you're an agency owner, your agency is likely your life’s work and your largest single asset. In order to best protect you, your agency and your agency’s future, it's important to know your agency’s value. Knowing the value, and more importantly, what drives the value of your agency, provides you with the information to build a plan for your agency today and into the future. Without a plan, your agency, your staff, your clients and all that you have worked hard to build is at risk. Carey Wallace with Agency Focus will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes Depreciation and Amortization), not a multiple of revenue. You'll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency, and grow and compete in the changing insurance marketplace. IIAV Members receive a free 30-minute consultation with Agency Focus to discuss their current needs. Schedule a time with Carey Wallace for free by clicking here.
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About Carey Wallace and Agency Focus
Carey has worked in the insurance industry for the last 12 years and with entrepreneurial small businesses throughout her entire career. During that time, Carey has develop key business consulting services to ensure that agencies have the information and support needed to plan for their agency and successfully perpetuate to the next generation. She has worked with over 150 agencies to help them understand their agency's value and plan for their future.
Agency Focus works with independent agent owners to ensure that they understand their agency's Fair Market Valuation, the risk factors and opportunities impacting the value, and the ways that this data can be leveraged to plan for the future. In addition, Agency Focus provides guidance and support in order to build strong perpetuation plans that are in line with the agency's goals and timeline. All plans are supported by financial modeling and the appropriate documentation to ensure the agency's future is protected.
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|  IA Valuations is an independent agency valuation and business consulting services company headquartered in Columbus, Ohio. Affiliated with the Ohio Insurance Agency Association and partnered with other state associations across the country, our mission is to provide valuation-based planning to help independent insurance agency owners realize and maximize their value.
Contact:
- Email: contact@iavaluations.com
- Phone: (614) 552-3036
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