Gain an unbiased understanding of your agency's value

Tools to help you make more informed business decisions

Strategic Business Partner - Create a new competitive advantage for agencies by aligning people, process & products
Data & Analytics Expert - Enable agencies to make more informed business decisions using technology & data
Change Agent & Innovator - Equip agencies with critical insights to help them thrive in an ever-changing marketplace
Trusted Advisor - Provide agencies with unbiased guidance that arms them with the knowledge to succeed

Valuation testimonials


Full Valuation Services

Gain an unbiased understanding of your agency’s value and make more informed decisions about the future of your business using OIA’s Valuation Services, exclusively developed for independent agencies.

Full Valuation Services are now available for those who are considering perpetuating internally, selling their agency to a third party, or even purchasing another.

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.

Ready to get started? Click the button below to fill out our inquiry form and our valuation specialist will reach out to you soon!

Submit Inquiry


Online Opinion of Value Tool

In addition to our full valuation service, OIA also provides an Online Opinion of Value Tool to estimate your agency’s fair market value range to help drive future performance.

With your subscription ($99/member, $199/non-member), you'll have access to this tool, as well as OIA's Agency Insights Tool!

Bonus: If you decide to pursue a full valuation, your subscription cost will be deducted from your valuation fee!

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Finding secure financing is an essential part of your agency's life cycle.

Protect your assets and your agency's future by partnering with a bank that understands your agency's unique financial needs.

Learn more