Sukay & Associates
Before You Trust the Multiple, Get a Second Opinion
Have you already received a valuation, multiple, or offer for your insurance agency?
Before you make your next move, make sure you understand what your agency is really worth, what buyers will see, what will hold up, and what you could actually walk away with.
No automated estimates. No inflated numbers. No obligation to sell.
You received an Agency Multiple.
But Is That What a Buyer Will Pay?
There is no shortage of people willing to tell insurance agency owners what their business is worth – automated valuation tools, brokers promising impressive multiples, buyers making unsolicited offers, advisors offering free valuations.
But a number on paper and the value of a completed transaction are two very different things.
The real questions are whether that number will hold up under buyer scrutiny, how the deal will be structured, and how much of that value you will actually receive.
Before you trust the first number, get a second opinion.
What The Evaluation Includes
A confidential review directly with John Biasiello, drawing on more than 30 years of experience building, acquiring, and evaluating insurance agencies. Together, you’ll look beyond the headline valuation to understand:
- Realistic Market Value: What is your insurance agency realistically worth in today’s market?
- Buyer Scrutiny: How would your valuation hold up under a buyer’s due diligence?
- Value Drivers: What factors could increase or decrease your agency’s value?
- Your Actual Proceeds: How could debt, working capital, earnouts, and deal structure affect what you take home?
- Your Next Move: What would John recommend addressing now to strengthen your position?
WHAT THE AGENCY VALUATION SECOND OPINION INCLUDES:
- Valuation Based on Current Market Dynamics
- Readiness Scorecard (Based on 9 Real-World Deal Drivers)
- Custom Growth vs. Exit Roadmap
- Top 3 Opportunities to Drive Value
- 30-Min Strategy Session with a Sukay & Associates Principal
The goal isn’t to give you the highest number. It’s to help you understand the right number and the truth behind it.
The Agency Valuation Second Opinion is available to qualified insurance agencies generating $3 million or more in annual revenue. All inquiries are confidential.
Experience You Can’t Get From an Algorithm.
John Biasiello has spent more than 30 years inside the insurance agency industry.
He’s built a $100 million agency, evaluated hundreds of agencies, and participated in acquisitions from both sides of the table.
He understands the difference between what an agency owner believes they’ve built, what a buyer sees, and what ultimately determines the value of a transaction. That perspective matters when you’re making decisions about your life’s work.
You Don’t Have to Be ready to Sell Today.
In fact, the best time to understand your agency’s value may be when you have no intention of selling.
Knowing where you stand today gives you time to improve weaknesses, strengthen your position, and preserve your options. Because when the right opportunity arrives, preparation can make all the difference.
Before You Make Your First Move, Get a Second Opinion.
You’ve spent years building your insurance agency. Don’t let an automated estimate, an impressive multiple, or an unsolicited offer determine what happens next.
Get an experienced perspective on what you’ve built and what it’s truly worth.
Confidential. Experienced. No obligation to sell.
About Sukay & Associates
Sukay & Associates is a nationally recognized advisory firm specializing in insurance agency M&A, perpetuation planning, and leadership succession. With over 30 years of experience and more than $500 Million in successfully closed transactions, we’ve guided independent agencies through some of the most important decisions of their professional lives.
We don’t just understand the market — we help shape it. Our approach is personal, strategic, and built entirely around your goals, whether you’re planning to grow, transition, or simply prepare for what’s next.
The Client Experience
★★★★★
“Tom & John realized that CBS was our life work and they were aware of the emotional challenges that we faced while making the decisions. Our final deal was more complicated than most transactions. Tom and John organized a plan which made its execution easier on all parties. I highly recommend Sukay & Associates as an advisor if you are planning to perpetuate your agency.”
Gerry Levy
President and CEO, CBS Coverage Group
★★★★★
“When we came to negotiate our sale to Brown & Brown, the process was difficult for us on so many levels, but most of all on an emotional level since we have been in business for over 103 years. We could not have navigated through this process without the help of Sukay & Associates, Inc. They not only helped us through the financial and operational hurdles, but were able to use their experiences to assist us in the emotional and transitional part of the process.”
Markham Rollins III
President, The Rollins Group
Start a Discussion
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