Focusing on agency sales, appraisals, evaluations, acquisitions, mergers and divorces for tax purposes, this program is conducted on-site and outlines the agency's strengths and weaknesses and predicate it's future viability. The report highlights dollar evaluation as well as recommendations.
Many agency owners believe that agencies should be valued using a multiple of gross revenue. That reasoning is flawed.
Conditions and circumstances have changed. The most reliable agency value indicator is the cash flow that an agency generates.

The on-site appraisal and evaluation includes:
- A snapshot appraisal of each of the agency's associates;
- An extensive objective analysis of each agency associates' potential.
- Agency Profile Analysis rates each agency on a numerical basis and provides the
agency owner with a remarkable self-examination tool.
- A special 12 point agency rating that looks outside the numbers to provide special insight as to exactly what is going on in and around that agency on a day-to-day basis. Also included in the 12 point agency rating (PAR) are suggested agency
recommendations.