Know What Your Agency Is Worth

For more than 30 years, Second Wind has helped small to mid-sized agencies understand the true value of their business. Whether you're thinking about retirement, planning to sell, or simply want the right insurance coverage, knowing your agency’s value is essential.

Valuing your business isn’t a one-time event. Like any good financial practice, it should be revisited every few years to reflect changes in your operations, client base, and the market.

There’s no one-size-fits-all formula. A proper agency valuation considers multiple factors—beyond just the financials. These include pricing vs. terms, creative quality, client longevity, key employee contracts, and billing practices. At Second Wind, we take a comprehensive approach, combining three years of your financial data with benchmarking across 17 key operational areas. This gives you a full-picture perspective, not just a snapshot.

If it’s been a while since your last valuation, now is the time. The better you understand your agency’s worth, the better prepared you are for whatever comes next.

Want to learn more? Call us at 610-374-9093 or reach out below.