Remove 2014 Remove Boutique Remove Profitability
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Should I Sell My Insurance Agency?

Sica Fletcher

This will give you time to make necessary changes to the operational structure to make your agency more profitable, thus increasing the probability of a higher payout when it goes to market. Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. What Documents Do I Need?

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Know Your Insurance Agency: Purchase Price Calculations

Sica Fletcher

Determine EBITDA Earnings before interest, taxes, depreciation, and amortization (EBITDA) is used as a measure of the profitability of an insurance agency while adding back interest, taxes, depreciation, and amortization - all of which will vary depending on the circumstances of the new owner. Learn more at SicaFletcher.com.

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2024 Insurance M&A Transactions: What To Expect

Sica Fletcher

These buyers are interested in the financial profitability of their returned investment post-closing, which means they are willing to purchase agencies at a loss now if they see the possibility of profiting from them in the future. Such experience makes them more effective at evaluating the offers you receive for your company.

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Common Types of Insurance Agency Sellers

Sica Fletcher

For example, Sica | Fletcher is a boutique M&A advisory firm, but we are also the first and only such firm to advise on deals of over $1B, despite the fact that we typically advise on smaller deals. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

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Where to find fintech investment

Growth Business

Female Founders Fund Since 2014, the VC has been backing female founders across B2B, consumer, healthcare and fintech. Hoxton Ventures Early-stage technology venture capital fund Hummingbird Ventures A boutique venture firm supporting unique, innovative companies. FPE Capital is a growth equity investor in the UK lower middle-market.