Insurance Brokerage Appraisal Services

At Insurance Agency Appraisal, I provide insurance brokerage valuation and M&A services, in order to assist clients in avoiding overpaying for an acquisition or selling for much less than your insurance brokerage is worth in terms of actual realizable market value. 


My appraisals are fully compliant with the Uniform Standards of Professional Appraisal Practice (USPAP), NACVA, and AICPA’s SSVS-1 generally accepted valuation standards. My insurance brokerage valuation and mergers and acquisitions transactional services assist my clients with ownership perpetuation, estate planning, buy-side or sell-side transaction services, debt and/or equity capital raises, SBA and conventional insurance brokerage acquisition loans, and litigation support.

I customize my services based on my clients' specific needs, so I take care to listen carefully to ensure that I fully understand your exact needs before I provide any services.  


I possess an extensive and in-depth 29 years of experience in insurance brokerage valuation and insurance brokerage sales and acquisitions. I have a historical track record of leaving my clients fully satisfied and I serve hundreds of clients annually throughout the United States.

The best way to get started is to complete the contact form, or email  Be sure to include all your contact info and the purpose of the valuation.  Also include the size of your agency or brokerage in terms of total personnel, number of physical offices, and total annual commission revenue for the latest year.  I will personally review your information and call you within 24 hours to discuss.