Professional Insurance Agents of Indiana

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  • Membership
    • Our Mission
    • Member Benefits >
      • EDUCATION
      • INFORMATION
      • ADVOCACY
      • PROTECTION
    • Publications
    • Join Now!
  • Education & Events
    • Annual Convention >
      • Registration
      • Schedule
      • Session Descriptions
      • Sponsors & Exhibitors
    • Annual Golf Outing
    • CISR >
      • CISR - Online Exams
      • CISR Elite
    • CPIA
    • E&O Loss Seminars
    • Young Agents Events >
      • YPIA Podcast
    • Webinars
    • On-Demand CE
    • Pathfinder Insurance Training
    • In-House Education
    • CIC
  • Insurance for Agents
    • E&O
    • Health Care Plan
    • Cyber Insurance
    • EPLI
    • Umbrella
    • PIA Trust
  • Consumer Information
    • Find an Agent
    • Careers in Insurance
    • What is PIA?
    • Why Choose an Independent Agent?
    • Glossary of Insurance Terms
  • About PIA
    • Our Mission
    • Careers in Insurance
    • Who We Are >
      • Board of Directors
      • Professional Staff
      • PIA Code of Ethics
    • StarPartners >
      • Become a StarPartner
    • Young Professional Insurance Agents
    • Advocacy >
      • IMPAC
      • National Policy & Advocacy Priorities
      • Find Your Legislator
    • Buy Button
    • Awards >
      • Award Nomination
      • Ralph Cleveland Agent of the Year
      • Young Insurance Professional of the Year
      • Company Award of Excellence
      • Company Person of the Year
      • Outstanding CSR of the Year >
        • Nominate an Outstanding CSR
    • Job Board
    • Contact Us
  • Member Portal Login
    • Perpetuation Toolkit
    • Attracting Young Agents Toolkit
    • PIA's Tech Check

Agency Valuation Program

​There are a lot of reasons why you need to know the value of your agency! PIA of Indiana and IA Valuations have partnered to provide you the information you need. 

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Why get a Valuation?
You wouldn’t leave money on the table anywhere else… so why would you do it with your agency? Basing your agency value on industry folklore can be costly. Simply believing that your agency is worth some multiple of revenue (2x) could be an expensive mistake. So many factors go into a true calculation of agency value. Don’t guess at your agency’s value. Get a professional analysis and complete a valuation.

​
Three Tips to Start your Planning Process:

1. Time is incredibly valuable to you and your agency. Knowing your value and what drives your value is powerful. The earlier you gain this understanding the more time you have to increase your agency value.

2. Take action by utilizing these practical examples. We discuss several insights and the practical steps you can take today to increase your agency’s value. We shared how reallocating resources and investing in your agency can significantly improve your agency’s value over time. It is much like the time value of money when investing in stocks - the earlier you invest, the greater the potential return. There are several key areas where you can make investments in your agency to drive your value up.
  • Allocate resources to invest in growth
  • Reduce your risk factors
  • Document and implement a buy-sell agreement and perpetuation plan
  • Understand the tax implications of your current corporate structure

3. Every agency needs to have a plan. Your agency is most likely your biggest asset and may even represent your life’s work. It needs to be protected. The best way to do that is to have a thoughtful plan for the future. We have resources and expertise available to help you every step of the way as you build the plan that is right for your agency. This is one of the many resources that we have built to help our agents continue to flourish. Our team is excited about your future and want to be a part of giving you as many options as possible as you plan for the future of your agency.


Ready to learn more or to start a valuation for your agency?
Contact Jodie Shaw at (614) 552-3036 or jodie@ohioinsuranceagents.com
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50 E. 91st. Street, Suite 207, Indianapolis, IN, 46240  |  Phone: (317) 899-9200
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