Asurix Group
Asurix Group
Broker Valuation Tool
Find out what your insurance brokerage could be worth, based on current UK M&A market conditions.
Receive an indicative valuation instantly
Confidential — your data is never shared
Understand what your business could be worth today

Understanding what your brokerage is worth is one of the most important steps you can take, whether a sale is on your mind today or something you’re planning for the future. Knowing your current market value gives you clarity on where your business stands and a foundation to start building towards maximising value for when the time is right.

This tool has been designed to provide you with an indicative valuation of your insurance brokerage, by taking your reported business profit and applying multiples based on the current UK M&A market conditions.

Who is the right buyer for my business?

When thinking about a sale, one of the most important decisions is the type of buyer you would want. Different buyers serve different goals and understanding this early can significantly influence both the price you achieve and the outcome for your business, your staff and your clients.

Large Consolidators
The most active acquirers in the UK insurance market. Typically Private Equity backed, these businesses have been built through scale and acquisition, driven by growth targets and investor returns. They tend to offer the strongest multiples, but often rebrand acquired businesses post-completion and operate within formally structured frameworks.
Regional & Entrepreneurial Buyers
Usually owner-managed brokers who have grown significantly and completed a number of acquisitions of their own. The process tends to feel more personal, cultural fit is often stronger, and the transition for staff and clients can be smoother — however, multiples are typically lower due to more limited access to capital.
Your results
This tool will provide you with an indicative valuation range for your insurance brokerage. The lower end of the range reflects what a regional buyer might offer, while the upper end reflects what a large consolidator might pay. At this stage there is no right or wrong answer to who is the best fit. Once you have received your valuation we will discuss with you your main goals that you want to achieve from the sale and explore which option may be best suited for you and your business.
🔒 Confidential — your details are never shared
© 2026 Asurix. All rights reserved. This tool and its contents are the proprietary property of Asurix and may not be reproduced, copied or distributed without prior written permission.
Asurix Group
Broker Valuation Tool
Find out what your insurance brokerage could be worth, based on current UK M&A market conditions.
Enter your details to get started
All fields are required and treated in confidence
Please complete all fields and accept the privacy policy to continue.
🔒 Your details are secure and will never be sold or shared
Asurix Group
Privacy Policy ← Back to valuation tool
Last updated: July 2026
1. Who we are
Asurix Group is an insurance brokerage advisory firm providing valuation, exit planning and merger and acquisition advisory services to insurance brokers across the United Kingdom.
For the purposes of UK data protection law, Asurix Group is the data controller of your personal information.
Registered address: 71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ
Email: info@asurix.co.uk
2. Our ICO registration
Asurix Group is registered with the Information Commissioner's Office (ICO) as a data controller. Our registration number is ZC190375. You can verify this at ico.org.uk.
3. What information we collect and why
3.1 Broker Valuation Tool
When you use our free online broker valuation tool, we collect:
  • First and last name, email address, phone number, business name and location
  • Age band, network membership, premises type and tenure, broker management system
  • Financial information including commission income, fee income, salary costs and fixed costs
  • Business information including years trading, shareholders, type of business, active clients, GWP and staff numbers
  • Quality indicators including client retention, revenue concentration, revenue growth, key person dependency, systems and processes, financial records, FCA authorisation and compliance record
  • Preferred call date, time and any message submitted via the booking form
We use this information to:
  • Provide you with an indicative valuation of your insurance brokerage
  • Contact you to discuss your valuation and our advisory services where you have given consent
  • Improve and develop our valuation tool and services
Legal basis: Your explicit consent, given when you tick the consent checkbox. You may withdraw consent at any time by contacting us at info@asurix.co.uk.
4. Who we share your data with
We use the following trusted third-party processors:
EmailJS (Estimation, Inc.) — used to transmit form submissions to our internal email system. Data passes through their servers for delivery only and is not retained permanently. Privacy policy: emailjs.com/legal/privacy-policy
Netlify, Inc. — our valuation tool is hosted on Netlify’s platform. Submission data may be stored temporarily in our Netlify dashboard. Privacy policy: netlify.com/privacy
We do not sell, rent or share your personal data with any third parties for marketing purposes.
5. How long we keep your data
  • Valuation tool submissions — 24 months from date of submission
  • Direct enquiries — 12 months from date of last contact
  • Client records — 6 years in accordance with financial services regulatory requirements
You may request deletion of your data at any time. We will comply within 30 days unless legally required to retain it.
6. How we protect your data
  • Secure HTTPS encryption on our website and valuation tool
  • Access controls limiting who can view your data
  • Regular review of our data handling practices
7. Your rights under UK GDPR
  • Access — request a copy of the data we hold about you
  • Rectification — ask us to correct inaccurate or incomplete data
  • Erasure — ask us to delete your data where there is no legitimate reason to retain it
  • Restriction — ask us to restrict how we process your data
  • Object — object to our processing where we rely on legitimate interests
  • Portability — request your data in a structured, machine-readable format
  • Withdraw consent — at any time, without affecting prior processing
To exercise any of these rights contact us at info@asurix.co.uk. We will respond within one calendar month as required by UK GDPR.
8. Cookies
Our valuation tool does not use cookies or store data on your device. Our hosting provider Netlify may use essential cookies for platform operation — see netlify.com/privacy for details.
9. International data transfers
EmailJS and Netlify are based in the United States. Where your data is transferred outside the UK, we ensure appropriate safeguards are in place including Standard Contractual Clauses where applicable, in accordance with UK GDPR Article 46.
10. Automated decision making
Our valuation tool uses automated calculations to produce an indicative business valuation. This does not constitute a formal valuation and no solely automated decisions with legal or similarly significant effects are made about you, in accordance with UK GDPR Article 22.
11. Complaints
If you are unhappy with how we have handled your data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection:
Website: ico.org.uk
Phone: 0303 123 1113
Address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
We would always appreciate the opportunity to address your concerns directly before you approach the ICO. Please contact us at info@asurix.co.uk in the first instance.
12. Changes to this policy
We may update this policy from time to time. Any changes will be posted on this page with an updated date. We recommend you review it periodically.
13. Contact us
Asurix Group
71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ
info@asurix.co.uk
Asurix Group
Broker Valuation Tool What to expect
What is this tool?
This tool will provide you with an estimated market valuation of your insurance brokerage, influenced by the current Insurance M&A market.
What you'll need
  • Your approximate annual commission and fee income.
  • Your approximate annual business running costs.
  • A rough idea of your client numbers and staff headcount.
What you'll get
  • A guide value based on your income and current market multiples.
Asurix Group
Broker Valuation Tool
Step 1 of 5
Business overview
Start with the basics — all figures are approximate and treated in confidence.
CommercialPersonal
Step 2 of 5
Financial information
All figures should reflect the last 12 months and are treated in confidence.
Total commission income received from insurers.
Total fee income charged to clients.
Total annual income
£0
Total staff salaries excluding owner salary.
Include all salary, dividends and pension contributions paid by the business on behalf of the owner(s).
Total annual costs
£0
Estimated profit
Total income minus total costs
£0
Step 3 of 5
Quality indicators
These factors show what buyers will scrutinise and help build your business profile.
Approximate percentage of clients who renew with you each year
Step 4 of 5
Financials & compliance
Clean financials and a strong regulatory record protect your headline price through due diligence.
Step 5 of 5
Your indicative valuation
Based on current UK insurance broker M&A market conditions.
Indicative valuation range
Potential uplift with Asurix support
Indicative only — based on your current sale readiness score.
Total income
Total costs
Profit
Sale Readiness Score
0%
● Factors which could be improved to drive your valuation
Ready to discuss your valuation?
Please select a date and time that suits you for a call with one of our advisors to discuss your valuation and how Asurix can support you.
We are happy to accommodate calls outside of standard office hours to suit you.
ⓘ This valuation is indicative only, based on standard UK insurance broker M&A market multiples applied to your reported earnings. It does not account for normalised EBITDA adjustments, which buyers will apply during the due diligence process and which may materially affect the final figure. Buyer appetite, deal structure and competitive tension will also influence the price achieved. A full advisory review by Asurix will provide a precise, defensible valuation and guide you through the process of maximising your outcome.