Agency Valuation Calculator
Our weighted scorecard analyzes 7 risk categories to calculate a data-driven valuation multiple. Fill in the required fields and submit to see your results.
1. Transaction Structure & Risk
2. Book Longevity Risk
3. Agency Demographic & Operational Profile
4. Legal & Compliance
5. Financial & Valuation Benchmarks
Net Income + Owner Comp + Non-Recurring Expenses + Depreciation
6. Book of Business Quality
% of premium that is Commercial Lines
% of revenue from your top 10 clients
7. Operational / Transferability
% of premium from your single largest carrier
Full Agency Due Diligence
Additional fields for Full Agency transactions
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Fill in your agency details on the left, then click Submit to see your valuation.