FULL VALUATION REPORT
Strategic Business Partner |
Data & Analytics Expert |
Change Agent & Innovator |
Trusted Advisor |
Create a new competitive advantage for agencies by aligning people , process & products |
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Enable agencies to make more informed business decisions using technology & data |
Equip agencies with critical insights to help them thrive in an ever-changing marketplace |
Provide agencies with unbiased guidance that arms them with the knowledge to succeed |
Gain an unbiased understanding of your agency ’ s value and make more informed decisions about the future of your business using IntellAgents ’ Valuation Services , exclusively developed for independent agencies .
Let us be your trusted advisor . We ’ re here to ensure small- to mid-sized agencies are empowered with the right tools to plan their agency ’ s perpetuation .
What we need :
- Financials - Books of business account information - Employee data - Ownership structure
What you receive :
- Fair market indication of value report - Your agency ’ s unique profile and risk factors - IA Insights : Ways to improve agency value - Factors affecting internal perpetuation
Pricing :
$ 2.5M in revenue : $ 3,000 / member $ 3,500 / non-member
$ 2.5M in revenue : Call for pricing
Timeframe : 2-3 weeks from data submission
Contact 6 Carey Wallace & Craig Niess to get started ! • ( 800 ) 555-1742 • intellagents . io