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 M&A S&P Valuation 52

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JULY 1, 2024

Selling an insurance brokerage is not altogether that much different than selling an insurance agency or even an insurance company. specialized regulatory and licensing requirements that are different from those of insurance agencies. That being said, brokerage owners need to consider a.)

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Wall Street Mojo

JANUARY 17, 2024

Tax Benefit Explained Forms Examples Eligibility For Family Tax Benefit Health Insurance Tax Benefit Married Vs Single Recommended Articles Tax Benefit Explained A tax benefit refers to the advantages or savings a company gains from utilizing various tax provisions and deductions provided by tax regulations. read more to $650,000.

Financial Modeling 98

Financial Modeling Financial Models Insurance Business 98

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 88

Investors Financial Services Insurance Investment 88

Focus Investment Banking

MARCH 10, 2025

Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Have a conversation with your bookkeeper about the below and hold them accountable. These are called addbacks, and are extremely important to valuation.

Investment 52

Investment Book-building Sale Business 52

How2Exit

OCTOBER 14, 2024

The importance of clean data rooms, strategic earn-out agreements, and the role of rep and warranty insurance in private transactions forms the crux of their discussion. Role of Advisors : Engaging experienced advisors, investment bankers, and accountants can significantly smoothen the M&A process and enhance deal valuation.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

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

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. Tax laws , particularly in the U.S.

Finance 52

Finance Finance Book-building Accountant 52

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Pressed for time!?

Private Equity 130

Private Equity Recruitment Equities Accountant 130

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. read more department.

Financial Modeling 52

Financial Modeling Financial Models Accountant Insurance 52

Wall Street Mojo

JANUARY 18, 2024

They come at a low risk, with some being insured by government bodies. Certificate of Deposit Explained A certificate of deposit account is a kind of fixed tenure investment instrument offered by banks, credit unions, and brokers working for a financial entity. Interest Rates – Investors earn interest in exchange for their investments.

Financial Institution 52

Financial Institution Accountant Bank Banking 52

IBG

MAY 23, 2024

Fortunately, in most cases the owners had made some provision, such as a buy-sell agreement or buying key-person life insurance, that covered the crisis and allowed the closing to occur, more or less on schedule.” life insurance) for buying out the interest of a deceased owner. The second-best time is today.”

Sale 52

Sale Business Valuation Insurance 52

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. Let’s break down how this is paid: Valuation The valuation is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple.

Private Equity 52

Private Equity Insurance Equities Management 52

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Focus Investment Banking

DECEMBER 26, 2023

The State of the M&A Market kicked off the 9 am start, and since the expert panel included insurance industry representatives, the discussion began with a deep dive into the exciting world of rep & warranty insurance. Valuation multiples therefore remain high, and as a consequence, structuring is now a de facto part of deals.

Private Equity 52

Private Equity M&A Equities Insurance 52

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’.

M&A 130

M&A Acquisitions Sale Investment 130

Lake Country Advisors

AUGUST 9, 2024

Understanding that Wisconsin’s manufacturing sector accounts for 20% of the state’s GDP, it becomes clear that this industry is vital to the local economy. Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. What is unicorn status?

Insurance 52

Insurance Bank Banking Funds 52

Sica Fletcher

JUNE 2, 2020

Insurance Agency & Brokerage M&A Update Many of our clients have been asking us “now that the first phase of the coronavirus pandemic seems to be ending, where do things stand with insurance brokerage M&A?” Insurance brokerage businesses can normally be viewed as predictable, basically “annuity-like” cash flows.

Insurance 52

Insurance Broker Private Equity M&A 52

How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Stein highlights the role of AI in gathering and analyzing information from various sources, such as financial statements, bank accounts, and public records. ChatGPT is a standard.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

OfficeHours

JULY 20, 2023

This generally means that the interviewer already has confidence that you can handle the basic technica l aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge.

Recruitment 130

Recruitment Private Equity Equities Investment 130

Sun Acquisitions

FEBRUARY 3, 2023

2. Business Valuation With your business ready for review, you can go ahead with a business valuation. This is best done through a professional business valuation expert. 3. Business Marketing With your business ready for sale and a business valuation done, it’s time to enter the marketplace.

Business 52

Business IT Broker Sale 52

Wall Street Mojo

JANUARY 17, 2024

The lender, in this case, who buys the instrument has to pay the premium like that of an insurance policy, in exchange of which the seller of the instrument will compensate for the loss in case of default faced by the buyer of the instrument from their borrower. The payment continues till the maturity of the agreement.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Mergers and Inquisitions

MARCH 13, 2023

Deposits up to $250K are insured in the U.S., but less than 10% of accounts at SVB were in that category (an unusually low percentage). If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., This left SVB with a negative cash balance, and the FDIC stepped in on Friday to take over.

Bank 123

Bank Banking Funds Government 123

How2Exit

MAY 29, 2023

Using a business valuation tool like BizEquity, the wealth planner can assess the value of the business and determine if the owner needs to reduce their lifestyle by 20% or look at other options. This can include hiring a CFO, accountant, bookkeeper, HR specialist, and legal compliance specialist.

Business 130

Business Sale IT Book-building 130

Cooley M&A

JANUARY 20, 2022

Undeterred by the pandemic, high target valuations, intense competition for attractive assets and regulatory uncertainty, the deal world again proved that robust activity is possible with distributed workforces Zooming through the market faster than you can say, “You’re on mute.”. R&W insurance shaping expectations in tech M&A.

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

How2Exit

MARCH 30, 2023

By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. By taking these factors into account, entrepreneurs can make sure that they are making the best decision for their business. Concept 2: M&A Market Is Robust The M&A market is currently very robust.

Business 130

Business Sale M&A Mergers and Acquisitions 130

How2Exit

MARCH 1, 2023

The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. If the seller is not willing to put a significant portion of the purchase price in an escrow account to cover any potential cleanup costs, then it is probably best to look for a different deal.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

Mergers and Inquisitions

SEPTEMBER 20, 2023

Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. If you worked at a startup, how did you win more customers or partners in a sales or business development role?

Capital 59

Capital Valuation Investment Portfolio 59

Wall Street Mojo

FEBRUARY 9, 2024

Though these portfolios consider risks and liabilities, they usually do not account for non-financial risks that companies/stocks may carry—operational, reputational, and strategic. In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. They can help them with things such as accounting, profit and loss statements, and other financial documents. Initially, the company was looking for a valuation of ten million dollars.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. We believe over 400 total transactions have occurred, though it is difficult to account for all activity. They are looking for the ideal partner with the best valuation and terms possible.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Cooley M&A

SEPTEMBER 16, 2024

Any stock-for-stock combination of two companies with relatively similar valuations is typically referred to as a merger of equals transaction, and even some stock-for-stock acquisitions where the “acquirer” is valued significantly higher than the “target” share some key elements of a merger of equals transaction. 2.

Mergers 52

Mergers Mergers and Acquisitions Valuation Stock 52

M&A Leadership Council

JUNE 12, 2023

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. Second, impact to deal valuation or terms. First, true deal-stop or red-flag issues.

IT 52

IT M&A Insurance Securities 52