2014 Negotiation Profitability 
Sica Fletcher
APRIL 30, 2024
Preparing for an Insurance Agency Valuation Because the valuation process is really about determining the profitability of your insurance agency, any and all efforts should be made prior to the valuation to reduce costs and generate revenue. This figure is often averaged by calculating EBITDA over the course of several years.
Sica Fletcher
SEPTEMBER 17, 2024
This valuation model is used largely in M&A settings to determine the value of a company as it would appear to a prospective buyer by adding interest, taxes, depreciation, and amortization costs back into the business’s profits, since these elements will be fundamentally different post-closing. Learn more at SicaFletcher.com.
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Sica Fletcher
MARCH 12, 2024
Insurance Agency Valuation: The Core Methods EBITDA An EBITDA ( earnings before interest, taxes, depreciation, and amortization ) valuation is a projection of a company’s profits that also includes the agency’s potential for overall profitability. SaaS, tech), those with very high projected growth rates, or for early-stage agencies.
Sica Fletcher
OCTOBER 23, 2024
It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. How much higher, however, depends on the marketing process, due diligence, and negotiations as handled by your M&A advisor. Determine Valuation Methodology There are three traditional valuation methods for RIAs.
Sica Fletcher
MAY 15, 2024
This removes the effects of non-cash expenses on the agency, thus isolating the agency’s profitability because they can be different under the buyer’s management. Interest, taxes, depreciation, and amortization are then added to this number. How Much Is My Insurance Agency Worth?” Learn more at SicaFletcher.com.
Sica Fletcher
JUNE 14, 2024
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.
Sica Fletcher
JULY 2, 2024
Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road. Sica | Fletcher has been the leading name in the industry for the last decade since our founding in 2014.
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