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Agency Valuations

Accuracy is critical!


Agency values are much more than good conversation. An agency valuation is the first step for many critical activities, such as:

  • Mergers and acquisitions

  • Estate planning

  • Buy/sell agreements

  • Ownership transfers

  • Divorce settlements


As the foundation for these important transactions, an accurate valuation is crucial.

At Burand & Associates, we combine our financial expertise with our proprietary evaluation software to provide an accurate, comprehensive and detailed appraisal. We also identify opportunities and offer suggestions for increasing your agency’s value.


Additionally, Chris Burand is a Certified Business Appraiser (CBA), a designation earned from the Institute of Business Appraisers. The CBA designation is only earned by those who prove they know how to: value businesses using all major valuation methods, convert values from C-corp’s to S-corp’s and vice versa using at least four different methods, calculate the value and cost of replacing staff, calculate discounts and premiums for minority and majority positions, calculate the differences between asset values and stock values, and calculate the lack of marketability discounts.


A CBA is also required to demonstrate extensive knowledge of valuation case law and the ability to write high quality valuation reports that meet stringent requirements. Most valuation designations do not require proof the appraiser can put their knowledge to constructive use in valuation reports, which is obviously important and a tremendous benefit to the client.

If you are an agency owner or potential owner, an agency valuation will, at some point, be required. Start with the strongest foundation possible.

Contact Burand & Associates for a detailed, comprehensive and accurate agency valuation.

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