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.

215 S. Victoria St., Suite E

Pueblo, CO 81003

p: 719.485.3868

Burand & Associates, LLC is an advocate of agencies which constructively manage and improve their contingency contracts by learning how to negotiate and use their contingency contracts more effectively. We maintain that agents can achieve considerably better results without ever taking actions that are detrimental or disadvantageous to the insureds. We have never and would not ever recommend an agent or agency implement a policy or otherwise advocate increasing its contingency income ahead of the insureds' interests.

A complete understanding of the subjects covered on this Web site may require broader and additional knowledge beyond the information presented. None of the materials on this site should be construed as offering legal advice, and the specific advice of legal counsel is recommended before acting on any matter discussed on this site. Regulated individuals/entities should also ensure that they comply with all applicable laws, rules, and regulations.

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