Free valuation tool for insurance agency owners

What's your agency worth?

An instant, data-driven valuation range for independent agencies and brokerages — built on the same revenue and EBITDA multiples buyers actually use. No call, no spreadsheets.
Value my agency Takes about 3 minutes
Real M&A multiples No sales pitch Your data stays private No credit card
0 min
Average time to a result
1.0x–4.0x
Revenue multiples modeled
4x–10x
EBITDA multiples modeled
$0
Cost — always free

Three steps to your number

No call, no sales pitch — just answer a few questions about your book and see your range.

Step 1

Tell us about your book

Premium, commission, retention, and your line-of-business mix. Smart sliders make it fast — no spreadsheets, no document uploads.

Step 2

We run the buyers' math

Your inputs flow through a real agency-valuation model: blended revenue and EBITDA multiples, adjusted for the quality of your book.

Step 3

See your value range

Get an instant low–mid–high estimate plus the exact drivers helping and hurting your number — the same things acquirers scrutinize.

See exactly what moves your value

Two agencies with identical premium can be worth wildly different amounts. We break down the drivers buyers scrutinize — so you know where the upside is before you ever go to market.

Start free assessment
Client retentionSticky books command higher multiples.
Organic growthConsistent new business signals durability.
Line-of-business mixCommercial vs. personal vs. benefits weighting.
Revenue concentrationTop-account exposure can discount your value.
Revenue multiple1.0x–4.0x
EBITDA multiple4x–10x
Your blended estimateLow · Mid · High
The methodology

How valuation actually works

Independent agencies sell on a blend of a multiple of commission revenue and a multiple of EBITDA, each adjusted for the quality of the book. We weight both methods and adjust for retention, organic growth, line-of-business mix, and revenue concentration — then hand you a defensible range, not a vanity number.

It's a directional estimate, not a formal appraisal — but it's the same math an acquirer or M&A advisor starts with.

Built for agency owners & principals

“Most owners have no idea what their book is really worth until they're already at the negotiating table. This gives you the number — and the levers — years before you sell.”

Insurance M&A perspective

Questions agency owners ask

Straight answers on how the valuation works and what we do with your information.

Independent agencies typically sell on a blend of two methods: a multiple of commission revenue and a multiple of EBITDA. Both are adjusted up or down for the quality of the book — retention, organic growth, line-of-business mix, and revenue concentration. Our tool blends these methods to produce a defensible low, mid, and high range.

Curious what buyers would pay for your book?

Find out in minutes. It's free, and you'll walk away with a clear picture of your agency's value and what's driving it.

Value my agency