Expert Insurance Agency & Brokerage Appraisal
All work products and analysis are custom tailored to the specific needs of the client and their professional advisors based on clear communication by listening carefully and fully understanding the exact needs of each and every client.
We serve hundreds of clients annually, and every single client relationship is handled with the utmost care and attention. Each engagement benefits from the depth and breadth of our expertise and sole focus on the insurance industry; particularly insurance agencies and brokerages.
All insurance agency appraisals are in full compliance with the Uniform Standards of Professional Appraisal Practice (USPAP) promulgated by the Appraisal Standards Board (ASB), and business appraisal guidelines and standards established by the IRS(RR 59-60), SBA, ERISA, ASA, AICPA (SSVS-1), IBA, and NACVA.
Our Managing Principal, Sean H. Hayes, CVA, has 19 years of experience providing business valuation services to thousands of privately-held insurance brokers and agencies and other insurance industry entities throughout the United States and internationally, for ownership perpetuation planning, estate planning, transactions, litigation, financial reporting and ESOP purposes.