Like most professional services firms, much of an insurance agency's value lies in its customer base, workforce, and the intangible factors that drive growth and margin. But, that doesn't mean all insurance agencies are created equal. The recurring revenue streams, low fixed asset intensity, and favorable financing characteristics have spurned industry consolidation. Private equity investors, financial institutions, and other participants have created a robust transaction environment. Join Lucas Parris of Mercer Capital for a review and in-depth case stufy of the valuation methodologies and drivers of value for insurance agencies and brokerages.
Program Agenda
Background and Industry Landscape
Understanding the Insurance Cycle
Role of agencies/brokerages in the insurance market
Industry trends and evolution
Valuation Methods
Rules of thumb (or not)
Market approaches
Income approaches
Key Value Drivers
Organic vs. Acquisition Growth
Normalization Adjustments
Pro forma EBITDA
Differentiating Factors
Case Studies and Special Considerations
Learning Objectives
Understand how insurance agencies differ from other players in the insurance sector
Discuss the application of various valuation methods and the relation to industry rules of thumb
Learn how to spot potential areas for earnings adjustments
Understand key quantitative and qualitative drivers of value in the insurance industry
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Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
