balance sheets

Articles tagged with balance sheets


Hints From Hales: What Is In A Business Plan?

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Question: The loan officer asked me for a business plan. What should it include? Answer: The lender uses your...

Management Information Systems

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AlDiamond1
MANAGEMENT INFORMATION SYSTEMS by E. Al Diamond How do you know if your agency is doing well? Some agents subscribe to the 'checkbook philosophy.' Their answer is, 'If I can pay a...

Myths Busted: Agency Trust Money And Capitalization

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MYTHS BUSTED: AGENCY TRUST MONEY AND CAPITALIZATION by Chris Burand July 8, 2010 Insurance Journal: lsquo;FBI Raids Tennessee Payroll, Insurance Firm Sommet Group Jul...

The Balance Sheet Does Matter!

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THE BALANCE SHEET DOES MATTER! by Chris...

The Balance Sheet Does Matter!

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THE BALANCE SHEET DOES MATTER! by Chris Burand Chris Burand explains why a balance sheet definitely matters in an agency sale. The degree to which it matters depends on the quality of t...

The Benefits Of Cross-Selling Employee Benefits

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THE BENEFITS OF CROSS-SELLING EMPLOYEE BENEFITS by Rob Ekern Adding Employee Benefits offers a great way to strengthen relationships with Commercial Lines accounts, while d...

The Top 10 Rules When Selling Your Agency

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THE TOP 10 RULES WHEN SELLING YOUR AGENCY by Charles Watson Following these 10 Commandments can save you time, money - and hassles. If you'...

Valuing Insurance Agencies

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AlDiamond1
VALUING INSURANCE AGENCIES by Al Diamond One Time, One and One-Half Times, Two Times. Multiple of Commissions, Multiple of Revenues, Multiple of Earnings. In this document, Al Diamond t...

What's Your 'Ped Count'?

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What is your profit per employee per department (PED)? What has been your trend in PED over the last three years?...

Workers Comp Underwriting Trends

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WORKERS COMP UNDERWRITING TRENDS by David Blessing and Tom McLaughlin At the end of the last decade, most companies weren't focusing on changing their Workers Compensation programs. Prices had ...

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