How Much Does an Insurance Agency Valuation Cost?
Three of the 14 valuation firms here put prices in dollars on their sites. Eight price by quote only and three do not publish prices. 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. Every price is dated October 2026.
Pricing models
Valuation fees depend on the job. IA Valuations, the one firm here that lists valuation prices, charges more outside Ohio and less for a renewal.
Among the firms here that say how they charge for a sale, the fee comes due when the deal closes. Reagan Consulting adds hourly fees and retainers and says its success fee is fixed or a share of the deal value.
Of the eleven firms without prices, Sica | Fletcher and Dowling Hales say nothing about fees. No firm here publishes a sale fee rate, though Reagan Consulting and Legacy Advisors describe how theirs is set.
Published prices by vendor
The default order goes by trust factors. It is not our pick of the best.
| Vendor | Plan or item | Price | Unit | Billing | As of |
|---|---|---|---|---|---|
| Agency Brokerage Consultants | Second Opinion report | $7,500 | report | One time | October 2026 |
| Agency Consulting Group | Agency Valuer updates after the first year | $100 | year | Yearly | October 2026 |
| Agency Consulting Group | Liquidity Analysis Audit, ACG clients | $100 | month | Yearly | October 2026 |
| Agency Consulting Group | Liquidity Analysis Audit, other agencies | $150 | month | Not listed | October 2026 |
| Agency Consulting Group | Agency Valuer software, first year of updates included | $750 | copy | One time | October 2026 |
| IA Valuations | Renewal valuation | $1,500 | valuation | One time | October 2026 |
| IA Valuations | Valuation, Ohio agency | $2,500 | valuation | One time | October 2026 |
| IA Valuations | Valuation, agency outside Ohio | $3,500 | valuation | One time | October 2026 |
Published fees and pricing terms
Only firms that describe a fee in writing are listed. A blank cell means the firm hasn't published that fee.
Vendors appear in our default order, which follows trust factors and says nothing about quality.
| Vendor | Success fee | Valuation fee |
|---|---|---|
| Agency Brokerage Consultants | Not listed | Free valuation report for owners planning to sell soon. $7,500 for a Second Opinion review of a buyer's offer |
| Mercer Capital | Not listed | Quoted in an upfront proposal, based on scope, purpose, complexity, size and timing |
| IA Valuations | Not listed | $2,500 for an Ohio agency, $3,500 outside Ohio and $1,500 for a renewal within 2 years. The final price can change with size and other factors |
| Reagan Consulting | Fixed, or a share of the value the client receives at closing | Not listed |
| Springtree Group | Not listed | Free valuation quote for owners thinking about selling |
| Legacy Advisors | Paid only when the sale closes. Rate quoted for each engagement | Free first valuation if you and Legacy agree to proceed |
Why rates differ
Agency Consulting Group lists several prices because it sells two products, Agency Valuer software and a Liquidity Analysis Audit. The audit is $100 a month for its own clients, paid once a year, and $150 a month for other agencies.
Fee terms in plain words
- Success fee. The advisor's fee when the sale closes, often a share of the price.
- Retainer. A fee paid up front or monthly while the advisor works, whether or not a deal closes.
- Tail. A set period after the agreement ends when you still owe the fee if you sell to a buyer the advisor introduced.
- Valuation fee. The price of the valuation report itself, separate from any sale fee.
Vendors that quote or do not publish prices
Quote only. MarshBerry, B. H. Burke & Co., Mercer Capital, INS Capital Group, M&A Services, OPTIS Partners, Springtree Group and Legacy Advisors price by quote. Springtree Group offers a free valuation quote and Legacy Advisors a free first valuation.
No prices or quote statement. Reagan Consulting, Sica | Fletcher and Dowling Hales do not publish prices. Reagan Consulting describes its fee types, and the other two say nothing about fees.
Frequently asked questions
How much do valuation firms cost?
Three of the 14 valuation firms on this page publish prices in dollars. 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.
Why do so few valuation firms publish prices?
11 of the 14 publish no price, and most say fees are set in a quote or an agreement. Before you sign with any of them, get the valuation fee, the success fee, any retainer and the tail period in writing.
Where do these figures come from?
They come from the vendors' own pages and are as of the month shown. If a vendor did not publish something we left it out.
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.