Craig Neiss
Business Planning and Valuation Manager
Ohio Insurance Agents Association, Inc.
Craig is OIA's seasoned Business Planning and Valuation Manager. With more than a decade of financial and operational consulting experience with independent insurance agents and brokers, he has spent the majority of his time specializing in agency valuations and perpetuation planning. Craig started his career as an Agency Valuation Analyst with MarshBerry & Co., one of the leading valuations firms in the country.
Craig joined OIA in 2017 and has performed more than 110 valuations since joining. In his career, Craig has conducted more than 250 valuations and perpetuation planning engagements. Craig's agency valuation experience spans several unique periods including the 2008-2009 great recession, escalation of Private Equity buyers in the IA marketplace, and most recently the COVID pandemic.
Craig holds a BA in Economics from Ohio Wesleyan University, an MBA in Finance from the University of Iowa, and has earned the prestigious Certified Valuation Analyst destination (CVA). The Certified Valuation Analyst designation is "the most comprehensive and complete foundational training, teaching to the international body of knowledge on how to value private business enterprises."
Craig's experience, expertise, and specialization in independent insurance agency and brokers makes him and invaluable asset for agency owners across the country.
