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.
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.