Agency Valuation

Whether you decide to perpetuate internally, foster a funded business handoff to your successors, or go with an external sale, one thing is certain: There are several key steps you’ll need to take to maximize your agency’s value.

Integrating another agency into your operations presents both tremendous opportunities and significant challenges for employees and management alike.

For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.

For agency owners preparing for a sale, planning succession or assessing their competitive standing, it’s more important than ever to understand the forces that drive an agency’s valuation.

Contingent compensation can be significant but unpredictable, particularly amidst the hard market and frequent catastrophes.

A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.

Just because the economy is unpredictable doesn’t mean it’s time to pull up the drawbridge and hide. Making smart moves to drive growth, both organic and inorganic, can keep a business thriving.

The recently enacted tariffs have introduced uncertainty into the insurance industry, including the agency mergers & acquisitions market. Here are three areas to monitor over the coming months.