Valuation & Perpetuation

We value your agency.

 

Every valuation and business plan we prepare is exclusively for independent insurance agency owners. In fact, for 124 years we have been serving independent insurance agents in their business development and growth plans.

Our valuation team has a collective 50 years of experience in the industry and will serve as your trusted advisor on your journey to optimize your agency’s value.

Why get a Valuation?

You wouldn’t leave money on the table anywhere else… so why would you do it with your agency? Basing your agency value on industry folklore can be costly. Simply believing that your agency is worth some multiple of revenue (2x) could be an expensive mistake. So many factors go into a true calculation of agency value. Don’t guess at your agency’s value. Get a professional analysis and complete a valuation.

Here are just a few reasons why you should get started with a valuation:

Meet the Expert

Craig Niess
Business Planning and Valuation Manager

Craig is OIA’s seasoned Business Planning and Valuation Manager. With more than a decade of financial and operational consulting experience with independent agents and brokers, he has spent most of his career specializing in valuations and perpetuation planning.

Craig joined OIA in 2017 and has performed more than 110 valuations since joining and more than 250 in his career. Craig holds a BA in Economics from Ohio Wesleyan University, an MBA in Finance from the University of Iowa, and earned the prestigious Certified Valuation Analyst designation (CVA).

Craig’s experience, expertise, and specialization in independent insurance agencies and brokers makes him an invaluable asset for agency owners across the country.

Let’s Hear it From your Peers

Don’t just take it from us, hear from your peers on the importance of having a valuation and the value it has created for their agency and operations.

“The OIA has been an instrumental partner that’s helped facilitate our growth and forced us to think strategically about our operations. Specifically, Craig Niess facilitated agency acquisitions for us by leveraging his expert valuation & consulting services. Literally cannot recommend this organization and the people, more highly!” – Matt Simon, Agency Owner, CoverLink

“Craig Niess provided the expertise we needed for an updated agency valuation and buy-sell agreement. They helped address our agency’s specific needs. We would recommend using Craig for these services. He knows and understands our business. The OIA provides very good services at a great value for agents!” John Flickinger, Agency Owner, K&J Flickinger Insurance

“The IA system is constantly evolving and we are lucky to have the OIA to provide guidance to our members. I’d like to specifically recognize their valuation services for their time and efforts to assist IA’s in growing their agency operations in Ohio and beyond.” Mike Humphry, Iroquois Group

“The OIA is incredibly engaged and passionate about the health of independent agencies in Ohio and beyond. It’s exciting to see the many great ways they are investing to support their mission!” Chris Cline, Westfield

Ready to get Started?

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