Know Your Worth: How To Value An Insurance Brokerage

August 02, 2019


Understanding the worth of an insurance brokerage is a challenge for many business owners in the insurance industry. As the market continues to change and pressures related to consolidation and digital transformation intensify however, a business valuation can help insurance brokers determine a course for the future — whether that means growth or sale of the brokerage.

This article explains why obtaining a valuation is important for insurance brokers, including: 

  • Four key valuation factors used to calculate the worth of an insurance brokerage
  • What a potential buyer or investor may be looking for
  • How to get started on the business valuation process


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Read the other articles in our Know Your Worth series:

How to value a tech company
How to value a trucking company