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From Insurance Journal In the past year or so there have been some notable acquisitions of agencies that were pushing the agency value envelope. For some cases, banks were making their platform acquisition and thus willing to pay top dollar to their first acquisition of a large, well-run firm. In other cases, publicly traded firms […]
For an insurance agency there are just a few critical valuation drivers necessary to build up the value of the firm. Although they are easy to identify, they are not always easy to turn around. The following is a summary of these key valuation drivers. Profitability The profitability of any agency is directly related to […]
Marsh, Berry & Company Inc. has released an overview of the state of the insurance distribution system for 2008 and beyond. This research report documents historical and projected insurance agency/broker value, merger & acquisition activity, and organic growth best practices that can help agencies and brokers exploit changing market dynamics. Based upon current economic indicators, […]
By Insurance Journal How to Approach a Lender about Perpetuation Plans Independent agency owners put a lot of effort into formulating perpetuation plans for their insurance agency. Now it’s time to execute the plan. And that may require some additional financial resources. Fortunately, there has never been a better time to realize the maximum value […]
Marsh, Berry & Company Inc. has released an overview of the state of the insurance distribution system for 2008 and beyond. This research report documents historical and projected insurance agency/broker value, merger & acquisition activity, and organic growth best practices that can help agencies and brokers exploit changing market dynamics. Based upon current economic indicators, […]
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