How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. Without accurate financials, it’s impossible to get an accurate evaluation of the business. Transferability is also key.

M&A 130

M&A Business Book-building Sale 130

Sica Fletcher

JULY 1, 2024

Insurance Brokerage Policy Diversification Benchmarks Note: The data above is based on our experience as one of the most active insurance M&A advisory firms in the industry for the last 10 years, as well as from our Sica | Fletcher index, which monitors approximately 70% of insurance M&A deals. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Advisory Funds 52

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. If you are interested in speaking with Sica | Fletcher about a possible deal process, please contact us using the information below. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. If you would like to speak with our team directly, reach out here or use the contact information below. Who Performs A Valuation? Learn more at SicaFletcher.com.

Valuation 52

Valuation M&A Insurance S&P 52

Sica Fletcher

JULY 2, 2024

This information can provide you with context to determine what type of buyer is best for you and the type of buyer you’re most likely to encounter in today’s market, all of which can help you determine whether it’s the right time to sell. To provide a sense of context for buyers’ current standing, we also include information from 2023.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. Stay informed about industry trends and regulatory changes. Contact us using the information below or the contact page of this website.

Insurance 52

Insurance M&A Valuation Advisory 52

Sica Fletcher

APRIL 30, 2024

Selecting the Valuation Method Insurance agency valuations typically occur in one of the following four methodologies EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization): A calculation of an insurance agency's profitability calculated by subtracting taxes and operating expenses from its overall revenue.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Determining Your Desired Post-Closing Involvement. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MARCH 26, 2024

For more comprehensive information, however, we provide descriptions of each step in greater detail further below the table. Marketing Your M&A advisor will help you take the information from your initial valuation and turn it into what's known as a “pitch deck.” Account-Based. Learn more at , ,, SicaFletcher.com.

M&A 52

M&A Insurance Valuation Advisory 52

Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Sica Fletcher

JULY 31, 2024

Get an Advisor Having observed the trend of buyers actively looking for self-represented agencies and brokerages, it's important – now more than ever – to ensure you retain adequate representation before taking your company to market. Contact us here or use the contact information below to discuss a future partnership.

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

MARCH 28, 2024

Still, it is early in the year; with several ongoing geopolitical events and the uncertainty of an election year, sellers will want an advisory firm who not only understands insurance M&A trends, but who can navigate those waters regardless of the conditions. Contact us using the information below to discuss your next steps.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

JULY 23, 2024

On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm. Consult data sources like S&P Global data to get an idea of a firm’s activity within the industry. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

M&A 52

M&A Insurance S&P Valuation 52

Sica Fletcher

MARCH 14, 2024

Disclaimer: The article below contains a quick and easy method for calculating the ballpark value of an insurance agency using standardized market information. For more detailed information, we recommend reading through Insurance Agency Valuation 101 , which provides a more comprehensive description of how buyers value insurance agencies.

Insurance 52

Insurance Valuation M&A Consulting 52

Sica Fletcher

MAY 29, 2024

Understanding the Insurance M&A 2024 Outlook There’s only so much information and insight that we can put into a report like this. You can reach out to our team using the contact information below or through the contact page on this site. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Equities S&P 52

Sica Fletcher

SEPTEMBER 3, 2024

Strategic buyers very rarely (we estimate less than 10%, based on information sourced from the SF Index) get involved in insurance deals, and even less so when the transaction involves selling an insurance agency book of business. Financing options offered by the seller, based on the book's performance over time. Retention Bonus.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

SEPTEMBER 17, 2024

If you are interested in learning more, reach out to us here or use the contact information below. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry. Learn more at SicaFletcher.com.

Insurance 52

Insurance Valuation Profitability M&A 52

Sica Fletcher

OCTOBER 16, 2024

As the Baby Boomer Generation enter their golden years, it's very likely that we will see increased valuations in the coming decade as more and more people seek retirement planning services. Contact us for more information. Baby Boomers will cause a prolonged bubble in the retirement planning sector.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

MARCH 12, 2024

We hope you’ve found this information helpful. If you would like to speak with us for more information on getting an insurance agency valuation, you can reach us using the information below. Want More Information on Insurance Agency Valuation?

Valuation 52

Valuation Insurance M&A Profitability 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. There’s us sitting in the middle of the room trading once a day maybe sometimes once a week but taking very big positions and actively providing information for the room as well.” And those are just the public ones.

Trading 59

Trading Capital Funds Investment 59

Sica Fletcher

APRIL 18, 2024

It’s common to see deals completed in which earnouts make up the lion's share of payments to sellers. Reach out to our founders using the contact information below if you'd like to discuss next steps. These goals might include: A pre-arranged timeframe (i.e., Learn more at SicaFletcher.com.

Insurance 52

Insurance Equities M&A Finance 52

Sica Fletcher

JUNE 20, 2024

The table of contents below offers quick links for readers seeking specific information in later sections. PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance Valuation Equities 52

Focus Investment Banking

MARCH 27, 2025

I know I can look at a P and L right off the bat and highlight a few things that I just stick out because weve done it both on the M and A side and the operational side. S Corp as an asset sale. Theres a lot of Capital gains and tax advisory that needs to go into it. Im a tire guy through and through. Weve talked about that.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52