2014 Advisory Negotiation 
Sica Fletcher
DECEMBER 16, 2020
They are contacted by a potential buyer or solicited by someone who has sold their agency and try to negotiate with one buyer at a time. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S. This is generally a very big mistake.
Sica Fletcher
OCTOBER 23, 2024
The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation?
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Sica Fletcher
JULY 2, 2024
For example, knowing how much equity the buyer has utilized in previous deals can give you a good idea of what to expect when you finally sit down at the negotiating table. Keep a close eye on earnouts, post-closing employment contracts, and how well a buyer supports the seller following the finalized negotiations.
Sica Fletcher
JUNE 14, 2024
S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Negotiating Your Insurance Agency Purchase Price Even after you’ve determined the most likely insurance agency purchase price, the reality is that the rest of the M&A deal process is highly nuanced and requires a great degree of skill.
Sica Fletcher
SEPTEMBER 17, 2024
This is why it’s so important to have an experienced partner on your team handling the valuation and all associated negotiations. What qualifies as a non-recurring expense when calculating the adjusted EBITDA for insurance agencies is often enthusiastically negotiated by your team and the buyer’s.
Sica Fletcher
APRIL 30, 2024
That amount is trickier, often subject to negotiation and various deal structures consisting of cash vs. equity and post-closing consulting/employment agreements. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.
Sica Fletcher
APRIL 2, 2024
In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.
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