Agency Appraisals and Valuations

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An accurate, detailed appraisal and valuation of an insurance agency is a critical tool for calculating the financial health of an agency, the free cash flow available for an agency buyer and, ultimately, the price paid for an agency or book of business. It is also very important for perpetuation planning and acquisition or perpetuation financing.

It is a very detailed process that involves gathering, organizing and formatting lots of information. It requires many hours of work and impeccable judgement. The Patrick & Associates team has over 75 years experience in the insurance industry including insurance agency accounting, financial reporting and numerous insurance agency appraisals and valuations.  We have also assisted hundreds of agency owners buy, sale and perpetuate agencies. 

Patrick & Associates, Inc. will work with you and your team to gather the needed information(in a confidential manor) and prepare the report promptly and at a reasonable price.