Know Your Agency’s True Market Value
Get a confidential, data-driven valuation of your insurance agency—free, secure, and with no obligation.
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Whether your looking to sell your agency for retirement purposes or if your looking to build up a multistate $100 million+ brokerage firm, we can help you find and finance the proper agencies to fit your portfolio.
Hello, my name is Bruce Kaufman (I'm the old man above holding my grandson). In 1995 at the age of 32, I sold my agency to Comerica Bank for $1,000,000 in a tax-free stock sale. Selling my agency gave me the freedom to start other businesses, do other things that caught my interest but most importantly, enjoy time with my family. With today's technology I was able to develop a fast and easy way to value your agency so you can obtain top dollar in a retirement sale or look for other agencies that are looking for a qualified purchaser. If your looking to sell your agency or continue to build up something much larger, give me a call to chat. Insurance agencies are very valuable businesses. Where else can you sell a product and get paid on it for 30-40 years?
My cell phone is 313.549.1880. Look forward to speaking with you soon!
The 4-Step Valuations
01. Input Metrics
Enter your financial data through our secure, highly confidential portal designed by Docusign. We analyze your revenue mix, carrier spreads, and retention levels using real-time market benchmarks. This initial data-driven step ensures our analysis captures every dollar of hidden value within your book of business for a precise starting point.
02. Fast, automated analysis provides your report in just a few minutes
Our proprietary algorithms process your financials instantly to deliver a comprehensive market report. Get professional valuation results based on real life EBITA metrics in minutes.
03. Strategic Insights
We evaluate your niche expertise and operational structure to identify key value drivers. This assessment highlights specific areas where you can optimize your agency to command a higher sales price.
04. Targeted buyer matching and exit plans
Finalize your journey with a customized exit strategy. We match you with high-intent buyers from our exclusive network to ensure a seamless transition and maximum financial return.
Precision Analytics
Utilize sophisticated, data-driven modeling to pinpoint your agency's exact market worth, ensuring you never leave money on the table during a sale.
Why Partner With Us
Elite Buyer Access
Gain immediate entry to a vetted network of high-acuity buyers who are ready to pay a premium for high-performing independent insurance portfolios.
Optimized Exit Paths
Secure your legacy with a strategic roadmap that will maximize your final payout while maintaining the confidentiality of your business data.
Your valuation is confidential, free, and secure.
Premier Advisory Solutions
Strategic Agency Valuation
We have analyzed hundreds of insurance agency financial statements and we know how to present your financials so you can receive maximum valuations.
Exit Strategy Consulting
Whether you are looking for an all-cash deal, a tax free stock sale, or a combination of both, we can run the numbers for you so you can choose the best financial exit strategy for your particular situation.Â