https://completemarkets.com/Article/article-post/2469/The-Sweet-Little-Old-Lady/
...emost pre-war art appraiser. The appraisal was written on sheets of 11 1/2- by...who died in 1943 to sign a fine-art appraisal in 1991.
The lawyer did not fil...
https://completemarkets.com/Article/article-post/2069/THE-CLUSTER-OPTION-A-SHORT-SURVIVAL-GUIDE/
... together of a number of different firms into a cluster increases the likeliho...ners' expectations, we recommend that firms consider merging instead of cluste...
https://completemarkets.com/Article/article-post/2068/SUCCESSFUL-STRUCTURAL-OPTIONS-MERGER-CLUSTER-OR-ACQUISITION/
... together of a number of different firms into a cluster increases the likeliho...ners' expectations, we recommend that firms consider merging instead of cluste...
https://completemarkets.com/Article/article-post/2269/Drive-Up-Agency-Valuation/
...m. In other cases, publicly traded firms were able to exploit their high price...ost buyers are interested in well-run firms that will enhance their current bu...
https://completemarkets.com/Article/article-post/2070/ASPECTS-OF-PERPETUATION-MANAGEMENT/
...event of death or disability, most firms have a buy/sell agreement funded by L...
https://completemarkets.com/Article/article-post/2268/AGENCY-VALUATION-HAVE-THE-FUNDAMENTALS-CHANGED/
...n firm. In others, publicly traded firms were able to exploit their high price...ost buyers are interested in well-run firms that will enhance their current bu...
https://completemarkets.com/Article/article-post/1002/Update-On-Agency-Valuation/
...and the IRS. Management consulting firms that value insurance agencies as part...
https://completemarkets.com/Article/article-post/2025/HOW-TO-BUY-SELL-MERGE-OR-PERPETUATE-PART-VI/
... SPECIAL FACTORS WHEN VALUING AN AGENCY Although we discussed agency value in general terms in earlier chapters, this is a huge topic with many special factors that affect agency value in ways that don't impact most closely held businesses. This chapter focuses strictly on special factors that can affect agency value, many of which are unique to insurance agencies. Agency owners should be aware that even the best CPA or business appraiser is unlikely to be aware of these factors unless you, the agency owner, make a point of explaining them. It's Not That Simple! We all know that although the value of a house is ultimately based on what the buyer and seller agree upon, we also know that a reasonable starting place is often the price for which similar homes in the neighborhood have recently sold. We also ... and changes in the tax laws will change agency values. The terms of sale can be even more important than the price. Last, but not least, if the "price" includes an earn-out, then the actual price will not be known for years. Simple, right? Larry Morrison, CLU, ChFC, is president of the Business Transition Network (Arlington, WA), a firm specializing in agency evaluation, purchase, mergers, and business succession planning. You can reach him at (866) 475-9992 (toll free); or e-mail: [email protected] . Gary E. Jacobson, JD, a partner at Vander Wel, Jacobson, Bishop & Kim, PLLC (Bellevue, WA), offers expertise in the legal aspects of agency evaluation, ...
https://completemarkets.com/Article/article-post/1007/MANAGING-TRANSFERRING-AND-ACQUIRING-FAMILY-INSURANCE-AGENCIES/
... perpetuation transfer process. Firms wishing to acquire a family agency ne...
https://completemarkets.com/Article/article-post/946/IS-EMPLOYEE-OWNERSHIP-RIGHT-FOR-YOUR-AGENCY-PART-I/
...l stability returns. A number of appraisal methods can be used to determine f...h the remaining agency principals in firms that instituted ESOPs several year...