A member of our team will guide you step by step through the necessary information and assist in troubleshooting any challenges in locating it within your systems. Our team will review the submitted agency information and seek additional clarification as needed to ensure the book of business is accurately evaluated. All data is stored securely.

Once your data is complete, our team will analyze it using industry standards and proven methodologies to determine an accurate and detailed valuation of your agency’s market value. For agencies under $400K in revenue, we apply a revenue multiple, while agencies exceeding $400K are assessed using a comprehensive EBITDA-based methodology to evaluate profitability and market value.

You will receive a comprehensive Fair Market Valuation report. Our team will schedule a call to review key sections, including revenue analysis, expense breakdown, and future growth potential. This ensures you fully understand the findings and allows for discussion of any additional factors that might impact the valuation.

With any notes from our review meeting incorporated, we will provide additional documentation or support as needed. This ensures you are fully prepared to use the valuation for your intended purpose, whether it’s ownership transition, strategic planning, or another goal.