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Insurance agency merger and acquisition activity has been at historic levels for the past several years. But not all insurance agencies are created equal. This session will address the current state of agency consolidation including industry trends, who’s buying and who’s selling, and potential changes on the horizon for insurance distribution. Join Lucas Parris of Mercer Capital as he reviews the valuation methodologies and drivers of value for insurance agencies.
Program Agenda
Current industry landscape
Understanding the insurance cycle
What’s driving consolidation?
Who’s buying and who’s selling?
What’s the future of insurance distribution?
Valuation drivers and methods
Key value drivers
Income and market approaches
Organic vs. acquisition growth
Normalizing adjustments
Differentiating factors
Case studies and special considerations
Learning Objectives
Describe how insurance agencies differ from other players in the insurance sector
Restate the industry and market forces driving agency consolidation
Discuss the application of valuation methods and their relation to industry rules of thumb
Identify potential earnings adjustments and normalization techniques
List key quantitative and qualitative drivers of agency value
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