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. Policy Assignment.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 52

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

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 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

JUNE 20, 2024

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. The table of contents below offers quick links for readers seeking specific information in later sections.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

JULY 23, 2024

In it, we provide readers with a quick and simple overview of the current insurance brokerage M&A market , after which we discuss several macroeconomic and industry-specific factors that could drastically affect transactions in the next six months. The market is already highly competitive, but it’s also limited to what buyers can afford.

Insurance 52

Insurance M&A S&P Valuation 52

Sun Acquisitions

FEBRUARY 3, 2023

Negotiating the sale of a manufacturing business can be highly stressful, but it is possible to get through it with minimal stress when armed with the right tips and strategies. To help ensure a better outcome for all parties involved, here are some top tips for negotiating the sale of a manufacturing business.

Negotiation 52

Negotiation Manufacturing 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

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance Advisory 52

Focus Investment Banking

OCTOBER 7, 2024

Updates to this second edition include quality of earnings reports, representation and warranty insurance, how to hire investment bankers, changes to the offering documents, the rise of family offices, and the ubiquity of adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) as a basis for valuation.

Mergers 52

Mergers Acquisitions Mergers and Acquisitions M&A 52

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Advantages.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Lake Country Advisors

AUGUST 9, 2024

Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

Peak Frameworks

SEPTEMBER 18, 2023

company like Tesla, understanding terms like FOB is crucial when negotiating deals and supply contracts overseas. Impact on Cost Structure Determining when the title of goods changes hands affects revenue recognition, insurance liabilities, and transportation costs. A misinterpretation could mean missing out on millions.

Private Equity 52

Private Equity Negotiation Transportation Valuation 52

Sun Acquisitions

JUNE 15, 2022

Business valuation, according to the Corporate Finance Institute , is the “process of determining the present value of a company or an asset.”. In this post, we’re going to answer why you need to conduct a business valuation, how you can determine your business value, and how to find the best business valuation specialists.

Business 52

Business Valuation Mergers and Acquisitions M&A 52

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price. Teachers Insurance and Annuity Association of America (TIIA ) , TIAA acquired Nuveen, a mutual fund and advisory firm, from Windy City for $6.25

Valuation 40

Valuation Mergers Advisory Insurance 40

Wall Street Mojo

JANUARY 18, 2024

Table of contents Certificate of Deposit (CD) Definition Certificate of Deposit Explained History Features Types Examples What is Negotiable CD? They come at a low risk, with some being insured by government bodies. Some of these are banks, NBFCs, investment companies, brokerage firms, insurance companies and trust corporations.

Financial Institution 52

Financial Institution Accountant Bank Banking 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

Sun Acquisitions

NOVEMBER 29, 2022

billion valuation by 2030. The first step in positioning your HVAC business for a favorable acquisition is increasing its current valuation. Once you’ve done this, you can move on to the next step – organizing your books in preparation for business valuation. Step #2 Organize Your Books and Get a Business Valuation.

Business 52

Business Valuation Broker Book-building 52

Sun Acquisitions

DECEMBER 16, 2022

assist you in securing potential buyers, negotiate the asking price and, manage all the legal aspects of the deal. 3. Get a Business Valuation. The business valuation you get will give you an idea of an appropriate asking price. You can use this price to list your company and use it as a starting point during negotiations.

Manufacturing 52

Manufacturing Business Broker Negotiation 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 Stock Valuation 52

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. According to the latest quarter, the average across all industries valuation for a professionally managed business is only a four-point-five times. Additionally, it is important to be creative in the negotiation process.

M&A 130

M&A Business Mergers and Acquisitions Investors 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

How2Exit

MARCH 1, 2023

Joel believes that a lot of the stuff that people uncover during the negotiation process should have been known before the negotiations process. The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. Bringing a lawyer in too early can be a mistake.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 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

Sica Fletcher

MARCH 10, 2020

The issue with this is that the valuation of insurance brokers is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. It takes both variables to come up with an adequate valuation, and you need professional assistance to calculate the Pro Forma EBITDA properly.

Private Equity 52

Private Equity Insurance Business Equities 52

Sun Acquisitions

MARCH 29, 2024

Negotiate favorable terms that align with your business’s cash flow and profitability. Conduct a Thorough Business Valuation: Before moving forward with an M&A deal, conducting a comprehensive business valuation is essential. This could involve risk insurance, contingency plans, or renegotiating the financing terms.

Mergers and Acquisitions 64

Mergers and Acquisitions Finance Finance Acquisitions 64

Focus Investment Banking

SEPTEMBER 4, 2024

PE refers to a form of investment where institutional investors—such as pension funds, mutual funds, and insurance companies—as well as wealthy individuals, provide capital to PE firms. are all on the table to be negotiated. These firms then acquire, grow, and eventually sell companies at a profit to generate returns.

Business 52

Business M&A Private Equity Investors 52

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. They are looking for the ideal partner with the best valuation and terms possible. For example, all affiliated practices are in the Southeastern US. There are many exceptions on either side of the normal curve.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

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? Q: Which current startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Wall Street Mojo

JANUARY 16, 2024

The company has to bear the cost of insurance policy related expenses, and they are often given various healthcare benefits and short-term disability benefits as direct cost of labor. So, the company management has to pay important and remain updated with all such changes to that they are in a position to negotiate with their company labors.

Financial Modeling 52

Financial Modeling Financial Models Manufacturing Management 52

RKJ Partners

AUGUST 6, 2017

Yet, taking this equity investment means accepting painful ownership dilution due to the low valuations given to companies at this early stage. From a financial planning point of view, venture loans can be an attractive insurance policy. So, what's the alternative?

Debt 40

Debt Capital Raising Capital Equities 40

Sun Acquisitions

JUNE 15, 2022

During business valuation, an experienced appraiser will conduct an in-depth examination of your operations, assets, sales, and management while factoring in market conditions to give you an estimated value of your business. They will assist with negotiating the best deal for you as well. How much is your business worth ?

Business 52

Business Broker M&A Sale 52

InvestmentBank.com

OCTOBER 24, 2019

With larger physician networks and access to specialist’s hospitals also gain negotiating leverage with insurers and can participate in alternative payment models, such as capitated and bundled payments, through vertical integration. Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc. 2018, December 11).

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

How2Exit

JUNE 12, 2023

Concept 4: Financials Can Be Deceiving The podcast discusses the challenges that arise when buying small businesses, particularly those with sub-$5 million valuations. Despite these challenges, the podcast suggests that it is still possible to invest in small businesses with sub-$5 million valuations.

Business 130

Business Investment Profitability Risk Assessment 130

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal.

Business 52

Business Sale Broker IT 52

Cooley M&A

MARCH 17, 2020

M&A Negotiations and Deal Terms. Highlighted below are some of the key areas where we expect to see more nuanced negotiations and heightened scrutiny during the course of an M&A transaction as a result of COVID-19’s impact: Purchase Price Adjustments/Valuation. Insurance coverage. Cybersecurity.

Negotiation 40

Negotiation M&A Stock Insurance 40