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Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit

How2Exit

Kip, an experienced M&A attorney, shares his expertise on how business owners can prepare their companies for acquisition by private equity firms and strategic buyers, ensuring they are poised for a successful exit. Buyers are doing all this due diligence, and it has an impact on how they negotiate indemnification."

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Know Your Insurance Agency: Purchase Price Calculations

Sica Fletcher

Insurance agency owners who are considering the prospect of running an M&A deal process often have many concerns about the fate of their agencies, but the most common by far are those surrounding the agency’s purchase price at closing. We’ll also detail some of the factors affecting these calculations.

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Selling a Family Insurance Agency

Sica Fletcher

Although insurance agencies are not always family affairs, the 2024 insurance landscape reveals that between 50% and 70% of agencies are family-owned. The valuation process has a few additional considerations when selling a family insurance agency. In particular, sellers should be aware of: Family Reputation as an Asset.

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Selling an Insurance Agency Book of Business

Sica Fletcher

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?

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Representation and Warranty Insurance for M&A Deals: Cooling Market and Emerging Trends

Cooley M&A

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.

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2024 Insurance M&A Market Update: Robust But Complicated

Sica Fletcher

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. for insurance agencies.

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Representations & Warranty Insurance

What's Market

The most recent three of these studies (2017, 2019 and 2021) have looked at representation and warranty insurance (“RWI”) in private company M&A transactions. In most cases, the buyer bore full, or shared with the seller, responsibility for RWI premium payments. RWI Payment. RWI as Sole Source of Recovery.