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Agency Valuations

Forest Agency Principal Dan Browne will appraise the market value of your agency using classic valuation benchmarks.

The appraisal will be completed assuming an “Asset Only” sale.  Liabilities will not be factored in, and expenses will be factored in at a minimum.

Cost is very reasonable compared to traditional valuation rates.  Forest Agency charges one percent of an agency’s annual revenues.

Information required is quite minimal:

  • 3 years insurance company year-end production reports, and current year-to-date reports.
  • 3 years Profit and Loss statements, including current year-to-date statements.
  • List of any accounts over 2%  of total commission income.
  • Name and version of agency management automation system.

Please call Dan Browne with any questions 708-383-9000.

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