valuation

Articles tagged with valuation


Agency Acquisitions: Buyer Beware!

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AGENCY ACQUISITIONS: BUYER BEWARE! by Sharon Cunningham Dont overpay for an acquisition! When Quaker Oats purchased Snapple Beverage Company in 1994 for $1.4 billion, they...

Agency Valuation, Mergers & Acquisitions: Is It A New Day?

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AGENCY VALUATION, MERGERS & ACQUISITIONS: IS IT A NEW DAY? by Robbie Smith The significant loss of surplus from the 9/11 catastrophe, together with an already compelling need for r...

Agency Valuation: What You Need To Know

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AGENCY VALUATION: WHAT YOU NEED TO KNOW by Larry Morrison Before putting a value on your agency, read this article. INTRODUCTION Every agency owner must learn certain basics abou...

As Goes Agency Growth, So Goes Value

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AS GOES AGENCY GROWTH, SO GOES VALUE by Chris Burand Growth is a key factor in an agency's value. Chris Burand explains why poor or erratic growth is a risky investme...

Deferred Compensation Example

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DEFERRED COMPENSATION EXAMPLE by Larry Morrison and Gary Jacobson This is an example of the key financial features in a deferred compensation plan for top producers at a s...

Get The Right Valuation In A Buy-Sell Transaction

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GET THE RIGHT VALUATION IN A BUY-SELL TRANSACTION by Chris Burand Valuing an agency can be a highly complex process. Who will read the valuation report? Unl...

How Do You Evaluate Your Book Of Life/Health Business?

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How you value your L/H book of will impact perpetuation, profits, and cross-selling opportunities.

Make Sure Incentives Are Just That

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MAKE SURE INCENTIVES ARE JUST THAT Incentives are designed to motivate salespeople to increase andimprove production; however, you should exercise caution when implementing an incen...

Mergers: The Six Key Issues

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MERGERS: THE SIX KEY ISSUES by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD Before considering an agency merger, read this article. INTRODUCTION The pressure to ...

Preparation Is Key To Maximizing The Value Of Your Agency

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PREPARATION IS KEY TO MAXIMIZING THE VALUE OF YOUR AGENCY by Sharon Cunningham Use these guidelines to increase your agencys value and get the best price w...

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