Insurance Agency Valuation Firms: Compare 14 Advisors
These firms value insurance agencies and help owners sell, buy or hand the agency to partners, producers or family, which the trade calls perpetuation. Some represent only sellers, some work both sides and some are investment banks that also raise money.
We compared 14 firms on whose side they take, what they offer, the agency sizes they serve and what they publish about fees. Few list prices, so most of the fee column says Quote only or Not published.
- Firms compared
- 14
- Also represent buyers
- 12
- Publish a price
- 3
Quick picks by need
Selling in the next year or two
Offers sale services to owners and markets the agency to buyers.
Agency Brokerage Consultants, MarshBerry, INS Capital Group, Reagan Consulting, M&A Services, OPTIS Partners, Springtree Group, Sica | Fletcher, Dowling Hales, Legacy Advisors
Want an advisor who never works for buyers
Represents sellers only and is paid when the sale closes.
Passing the agency to producers or family
Plans handoffs to partners, producers or family.
Agency Brokerage Consultants, Agency Consulting Group, MarshBerry, B. H. Burke & Co., IA Valuations, INS Capital Group, Reagan Consulting, OPTIS Partners, Sica | Fletcher
Have an offer and want a second opinion
Offers a review or quick value check of a buyer's offer.
Want a price before you call
Publishes a price for at least one report or tool.
Agency Brokerage Consultants, Agency Consulting Group, IA Valuations
Small agency owner
Names small agencies or a revenue range that starts below $1 million.
Agency Brokerage Consultants, Agency Consulting Group, MarshBerry, IA Valuations, Springtree Group
Quick picks are matched on published features, not ranked. Each list follows our default order.
Compare 14 valuation firms
| Firm | Works for | Services | Agency size | Valuation fee | Deals listed |
|---|---|---|---|---|---|
| Agency Brokerage ConsultantsSale advisor | Sellers | ValuationSell-sideOffer reviewPerpetuation | $500,000 to $10 million in revenue | Free report for owners selling soon. Offer review $7,500 | |
| Agency Consulting GroupValuation and perpetuation | One side, or both with consent | ValuationPerpetuationSell-sideBuy-side | Small, mid-size and large | Quote. DIY valuation software $750 | |
| Mercer CapitalValuation firm | Both | ValuationSell-sideBuy-side | One office up to the largest brokers | Quote in an upfront proposal | |
| MarshBerryInvestment bank | Both, one client per deal | ValuationPerpetuationSell-sideBuy-sideInvestment bank | Small, mid-size and large | Quote only | |
| IA ValuationsAssociation valuation service | Both through Agency Link | ValuationPerpetuationSell-sideBuy-side | Small and mid-size focus | $2,500 in Ohio, $3,500 elsewhere | |
| B. H. Burke & Co.Valuation and perpetuation | Both | ValuationPerpetuationSell-sideBuy-side | All sizes for perpetuation | Quote only | |
| INS Capital GroupValuation and M&A advisor | Both | ValuationPerpetuationSell-sideBuy-side | All sizes, it says | Quote only | |
| Reagan ConsultingValuation and M&A advisor | Both | ValuationPerpetuationSell-sideBuy-sideInvestment bank | No range published | Not published | |
| Springtree GroupAgency listings and loans | Both, and lends to buyers | Sell-sideBuy-sideFinancing | $300,000 to $5 million in revenue | Free valuation quote for sellers | |
| M&A ServicesInvestment bank | Both | ValuationSell-sideBuy-sideInvestment bankFinancing | No minimum published | Quote only | |
| OPTIS PartnersValuation and M&A advisor | Both | ValuationPerpetuationSell-sideBuy-side | No revenue range published | Quote only | |
| Sica | FletcherM&A advisor | Both | Sell-sideBuy-sidePerpetuation | Every size, it says | Not published | |
| Dowling HalesInvestment bank | Both | ValuationSell-sideBuy-sideInvestment bank | No range published | Not published | |
| Legacy AdvisorsSeller-only advisor | Sellers only | Sell-side | No range published | Free first valuation if you and Legacy agree to proceed |
The list follows our default order, which rests on trust factors and never on payment. Prices as of October 2026.
See what agencies pay in the cost guide.
Questions to ask before you hire a firm
Who does the firm work for?
A seller's advisor should be paid by you and work only for you in your deal. Many firms also represent buyers in other deals, so ask whether any likely bidder is a client.
What do the valuation terms mean?
EBITDA is yearly profit before interest, taxes and write-offs. A multiple is the number a buyer multiplies revenue or EBITDA by to set a price. Fair market value is the price a willing buyer and seller would agree on with neither under pressure.
What is a book of business?
The clients and policies the agency writes, and the commissions they bring in. Who owns the book, the agency or a producer, can change the value.
What is an earn-out?
Part of the price paid later, only if the agency hits growth or profit targets after the sale. Compare offers on the money guaranteed at closing first.
What fees should I expect?
Among firms here that say how they charge, the sale fee comes due when the deal closes, and Reagan Consulting adds hourly fees and retainers. Ask about the tail too, a set period after the agreement ends when you still owe the fee if you sell to a buyer the advisor introduced.
How long does a sale take?
Most firms here don't publish a timeline. Agency Brokerage Consultants says its sales close about 90 days after going to market, with preparation before that. Mercer Capital puts a sale at six to twelve months, counting preparation through closing, but that average covers every industry it works in.
Frequently asked questions
What does an insurance agency valuation firm do?
An agency valuation and M&A firm estimates what an insurance agency is worth and helps the owner sell it, buy another one or pass it to partners, producers or family.
How much do valuation firms cost?
Three of the 14 valuation firms on this page publish prices: Agency Brokerage Consultants, Agency Consulting Group and IA Valuations. Agency Brokerage Consultants charges $7,500 for its Second Opinion offer review. Agency Consulting Group sells Agency Valuer software at $750 with a year of updates, then $100 a year.
IA Valuations lists $2,500 for an Ohio agency, $3,500 elsewhere and $1,500 for a renewal. The cost guide has every published price.
How is this list ordered?
We start from a default order built on trust factors, which are how many buyer facts the vendor publishes, whether its identity is verified, how openly it shows prices, how long it has been in business and an editorial review. Affiliate and paid links play no part, and a higher spot does not mean a better product. Read how we order vendors.
How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.