Agency Appraisals and Valuations

AGENCY APPRAISAL & VALUATION SERVICES

An accurate agency appraisal and valuation is essential for determining an agency's financial health, available cash flow, market value, and financing capacity. It is a critical component of agency acquisitions, perpetuation planning, and ownership transitions.

The appraisal process requires extensive financial analysis, industry expertise, and sound judgment. With more than 75 years of combined insurance industry experience, the Patrick & Associates team has conducted numerous agency appraisals and valuations and has helped hundreds of agency owners buy, sell, acquire, and perpetuate agencies.

Patrick & Associates, Inc. works closely with agency owners and their teams to gather and analyze information in a confidential manner, delivering comprehensive valuation reports promptly and at a reasonable cost.