https://completemarkets.com/Article/article-post/2012/AGENCY-VALUATION-WHAT-YOU-NEED-TO-KNOW/
... the economies of scale can be so high, the value of a small agency might be higher if it’s sold to someone who w...ho is not already familiar with the Property/Casualty industry. Valuing an ag...
https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
...es set initial claims reserves too high and/or fail to adjust the reserve once...ow this protection can enhance your property insurance portfolio.
Cordially ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/548/Agency-Equity-Leveraging-Your-Intangible-Assets/
... guaranteed level of new business. Very often, the agency principal is given the opportunity to retrieve the equity based on achievement of prescribed performance objectives. Equity also can be leveraged to achieve internal production or other performance goals. The promise of equity is often attractive to high performers and can be used to attract and retain top talent. For example, producers may be encouraged to join the agency with the promise of equity, or they may earn equity in accounts over time based on achieving agency goals. We've been involved with clients ... Back Agency Equity: Leveraging Your Intangible Assets 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Paul Di Stefano This content has not been rated yet. Deploy equity by using it as collateral or releasing it in return for something else of value. If you aren't leveraging the equity in your agency, you probably aren't getting the most value from your intangible assets. Since equity doesn't appear on the balance sheet until goodwill is capitalized in a merger or acquisition transaction, most agency principals never realize its value ... normally associated with the traditional bank loan, or debt financing. Such loans are designed to be repaid at a specified rate over a specified period of time. As was mentioned earlier, however, banks might not be the best source for debt financing, since most commercial lending operations don't understand insurance agencies-which we find ironic, considering that banks want to sell insurance. More attractive alternatives for debt financing would include premium-finance companies and insurance carriers, both of whom understand the cash flow characteristics of insurance agencies. Premium finance companies often take ...
https://completemarkets.com/Article/article-post/548/Agency-Equity-Leveraging-Your-Intangible-Assets/
...e of equity is often attractive to high performers and can be used to attract ...e a good understanding of your equity value, define your objectives and consid...
https://completemarkets.com/Article/article-post/2346/CHANGING-ENVIRONMENT-MAKES-HIGH-VALUED-AGENCIES-EASIER-TO-RECOGNIZE/
Changing Environment Makes High Valued Agencies Easier To Recognize
CHANGING ENVIRONMENT MAKES HIGH VALUED AGENCIES EASIER TO RECOGNIZE ...peared in The National Underwriter, Property/Casualty Edition, and is reproduc...
https://completemarkets.com/Article/article-post/947/IS-EMPLOYEE-OWNERSHIP-RIGHT-FOR-YOUR-AGENCY-PART-II/
...a very good year when the value is high, add “golden handcuffs,” ...rtible to agency stock at fair market value when both the agency and the indi...
https://completemarkets.com/Article/article-post/2163/THE-ORIGINS-OF-DIMINISHED-AGENCY-VALUE/
...d in the business while we were in high school and college. Dad complained tha...t in the determination of fair market value, diminished or not. Case F: We...
https://completemarkets.com/Article/article-post/2799/Top-10-Best-Property-and-Casualty-Software-Platforms-for-Insurance-Carriers-in-2026/
...tiple sources. Carriers processing high volumes of submissions find value in knowing how to digitize and catego...ntegrations, so prioritize the best property & casualty software with pre-...
https://completemarkets.com/Article/article-post/511/Avoid-E-O-Problems/
...wanted Theft coverage for the full value of her inventory. After a theft loss,...
https://completemarkets.com/Article/article-post/1002/Update-On-Agency-Valuation/
...y and/or morale of employees;
high level of operating/personnel expenses;
high proportion of agency business controll...ace a definite value on the agency) a higher multiplier may be applied if the ...