Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

Insurance 52

Insurance S&P M&A Valuation 52

Growth Business

NOVEMBER 17, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Whether you’re looking for an account to help scaling internationally, to provide business and support or just low fees, we round up some of the best business bank account offerings for scale-ups and more established businesses from traditional banks.

Accountant 52

Accountant Bank Banking Business 52

Sica Fletcher

MAY 8, 2024

Quite a few articles already detail the process of “how” to sell an insurance agency (you can read our article on that subject here ), but very few get to the bare bones of “why.” If you’re asking, “ should I sell my insurance agency,” the three big questions you must answer first are: Why Do I Want To Sell?

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

Cooley M&A

MAY 23, 2024

While representation and warranty (R&W) insurance continues to be used across a broad range of M&A transactions, its use has cooled as dealmakers navigate challenging market conditions. As deal flow has dwindled, competition has increased among carriers, and minimum floors largely have fallen away. of the policy limit.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

The New York Times: Banking

JULY 9, 2024

For unsuspecting depositors of online financial start-ups, the unraveling of a little-known intermediary has separated them from their life savings.

Accountant 135

Accountant Bank Banking Financial Institution 135

JD Supra: Mergers

AUGUST 30, 2023

The Health Insurance Portability and Accountability Act of 1996, as amended by the Health Information Technology for Economic and Clinical Health Act (collectively, “HIPAA”) states that, absent patient authorization, a patient’s Protected Health Information (“PHI”) may not be disclosed to another Covered Entity (as defined by HIPAA) without a direct (..)

Medical 172

Medical Corporation Sale Insurance 172

Sica Fletcher

AUGUST 23, 2023

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor.

Insurance 52

Insurance M&A S&P Shares 52

Wall Street Mojo

FEBRUARY 8, 2024

Such expenses are often associated with medical insurance, which does not come under reimbursable once. Table of contents Out Of Pocket Expense Meaning Out Of Pocket Expense Explained What Are Health Insurance Out-Of-Pocket Expenses? What Are Health Insurance Out-Of-Pocket Expenses?

Insurance 98

Insurance Medical Financial Modeling Financial Models 98

FineMark

APRIL 20, 2023

Rest easy knowing your funds are eligible for multi-million-dollar FDIC insurance. Designate an account. Identify a checking account or other transaction account to use with ICS. You may select an existing account or open a new one. This way both principal and interest are eligible for FDIC insurance.

Insurance 52

Insurance Accountant Funds Bank 52

Sica Fletcher

AUGUST 5, 2024

The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector. Leveraging self-reported data from 22 prominent agent and broker acquirers, the Index accounts for 70% of all deal activity in the agency and brokerage space June YTD in 2024.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector. Leveraging self-reported data from 22 prominent agent and broker acquirers, the Index accounts for 70% of all deal activity in the agency and brokerage space June YTD in 2024.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Deal Law Wire

MARCH 18, 2021

While insurance companies have struggled throughout the pandemic, with share prices collapsing due to a rise in insolvencies, new technologies have the potential to transform the industry, driving a flurry of M&A activity in early 2021. Insurtech has the added benefit of generating cost-saving efficiencies. A Market Full of Opportunity.

Insurance 40

Insurance M&A Underwriting Private Equity 40

FineMark

MAY 26, 2023

Organize Important Documents It’s a good idea to gather your important financial documents, such as insurance policies, identification cards, and property deeds. passports, driver’s license) Insurance policies and contact information Property deeds and titles Financial account information (e.g.,

Insurance 52

Insurance Accountant Bank Banking 52

Global Newswire by Notified: M&A

JULY 17, 2024

In practice, skilled nurses accounted for the largest share of income and growth by 2021. A key driver of growth was insurance coverage for such services and the likelihood of these services being home-based Increased demand for cost-effective options and increasing virtual and telecare facilities.

Healthcare 40

Healthcare Hospitality Insurance Accountant 40

TechCrunch: M&A

AUGUST 22, 2023

In Nigeria, Moniepoint operates a payment gateway, and also provides capital and expansion loans, in addition to expense management (business payments cards), accounting and bookkeeping tools, and insurance to businesses. The Competition Authority of Kenya has approved the proposed acquisition of 100% shares in Kopo Kopo Inc.

Mergers and Acquisitions 169

Mergers and Acquisitions Business Insurance M&A 169

Sica Fletcher

AUGUST 30, 2023

With 22 of the most active acquirers in the insurance brokerage space, the Sica | Fletcher Index indicates improvement over the previous quarter. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.

M&A 52

M&A Insurance Broker Private Equity 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. Selling an insurance agency book of business has a few advantages over selling the agency in total. Why Sell Just the Book?

Insurance 52

Insurance Business Valuation M&A 52

How2Exit

MARCH 12, 2023

Concept 3: Document and insure Ownership One of the most important elements of planning for sale is to document and insure ownership. In addition to documenting ownership, it is also important to insure ownership. This means that it is important to have a clear understanding of the business and the contracts that are in place.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Accenture Capital Markets

SEPTEMBER 5, 2023

In large banks and insurers, individual departments are usually large enough to justify creating their own support teams. Institutional investors usually have narrower operations than banks or insurers. Cross-departmental collaboration. Effective process selection. Business-led, integrated approach.

Investors 85

Investors Financial Services Insurance Investment 85

Razorpay

JULY 25, 2023

Corporate accounting is a special kind of accounting meant for businesses to record and monitor money movement. Knowing how corporate accounting works and its role in facilitating the growth of a business is important because it plays a fundamental role in the smooth functioning of business financials.

Accountant 98

Accountant Corporation Financial Statement Business 98

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. It helps identify the availability of liquid funds with the organization in a particular accounting period.

Accountant 98

Accountant Finance Finance Profitability 98

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Payroll (wallstreetmojo.com) Payroll accounting software can be referred to for the amount paid by the companies to its employees in the form of the net pay ”The ”Employees’ read more after deducting all the statutory dues and other things as required.

Financial Modeling 52

Financial Modeling Financial Models Accountant Insurance 52

Peak Frameworks

MAY 8, 2024

Salvage value is an important concept in accounting and forecasting a company's financials. Importance of Salvage Value Salvage value is not just a residual figure in accounting; it plays a pivotal role in various aspects of financial management and decision-making.

Finance 52

Finance Finance Book-building Accountant 52

Peak Frameworks

MAY 2, 2024

Credit Risk Mitigation: Strategies such as credit insurance, stringent customer vetting, and proactive receivables management can help mitigate the risks associated with credit sales. Bad Debt Management: Estimating the likelihood of non-payment and accounting for bad debts is crucial for providing a realistic view of financial health.

Sale 52

Sale Accountant Financial Statement Business 52

Razorpay

AUGUST 6, 2024

Knowing the difference between an invoice and a bill helps business owners and financial professionals streamline their accounting processes and avoid confusion. Maintaining Records Invoices provide a detailed account of sales transactions, helping you track your income and manage financial records accurately.

Accountant 40

Accountant Utilities Business Sale 40

Successful Acquisitions

MAY 23, 2024

As creation of, and investment in, CUSOs continues to ramp up, credit unions are turning to them to manage accounting, HR, administration, healthcare, compliance functions, and more. And now they are perfectly positioned to assist credit unions in some of their more “mature” spaces often associated with the back office.

Insurance 111

Insurance Consulting Healthcare Management 111

How2Exit

FEBRUARY 5, 2024

rn Monty Walker: Monty is a CPA with a formal background in accounting. rn The IRS cannot tax sellers on the funds they don't take receipt of at the time of sale, so the key is to define the amount to be placed into the annuity and ensure it goes directly from the escrow account to the life insurance company.

Sale 130

Sale Business Funds M&A 130

Wall Street Mojo

JANUARY 14, 2024

Healthcare costs are generally high, and even those with insurance can face unexpected bills or gaps in coverage, leading to debt. It is important to note that all kinds of medical costs are not covered by health insurance. Also, insurance premiums for patients with debt problems are usually high. What Happens If Left Unpaid?

Debt 52

Debt Medical Healthcare Insurance 52

Sica Fletcher

MARCH 31, 2022

As the leading strategic advisor to the insurance brokerage industry, Sica | Fletcher advises on substantially more transactions than any other advisor in the industry. If you have any interest in M&A transactions for insurance agencies and brokerages, you will not want to miss this analysis. The methodology was quite simple.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

Razorpay

NOVEMBER 5, 2023

You must be familiar with the term ‘IFSC Code’ if you have transferred funds to another bank account. IFSC helps uniquely identify the bank and the branch where the beneficiary account is located. It ensures that the funds are transferred to the correct bank account and avoids any errors or delays in the process.

Electronics 52

Electronics Bank Banking Accountant 52

Razorpay

AUGUST 20, 2023

Cost accounting is the branch of accounting that analyses costs to make it as efficient as possible. Some of the common fixed costs are employee salaries, interest, rent, insurance, lease, insurance, utility payments, phone service, advertising costs, amortization, and more. What is Fixed Cost? Explore RazorpayX!

Business 52

Business Profitability Sale Utilities 52

Razorpay

MARCH 18, 2024

What is Corporate Account? A corporate account is a bank account one can open in the name of a business. Every small business that is required to pay tax should have a corporate bank account for business banking and its numerous benefits. Read on to learn the vital details associated with a corporate bank account.

Accountant 52

Accountant Corporation Bank Banking 52

Razorpay

MAY 23, 2023

Corporate banking provides businesses financial services like account holding, loans, capital, vendor management, and more. Corporate Banking vs Retail Banking Retail banks cater to the needs of individuals and the smallest businesses – providing savings accounts, deposits, and loans. Get your corporate account now!

Retail 52

Retail Corporation Bank Banking 52

Peak Frameworks

SEPTEMBER 12, 2023

A classic case of both accounting fraud and corporate malfeasance, it led to the bankruptcy of the Enron Corporation and the dissolution of Arthur Andersen, one of the five largest audit and accounting partnerships in the world. Think of a finance manager redirecting company funds to their personal account.

Accountant 52

Accountant Finance Finance Investors 52

Focus Investment Banking

JUNE 17, 2024

In both cases, some part of the purchase price is put up in cash by the buyer at closing in an interest-bearing account. A solution to avoiding this type of escrow and to feeling good about attesting to everything is to get representation and warranties insurance. There are several companies that specialize in this type of insurance.

M&A 52

M&A Financial Statement Capital Insurance 52