Considering any changes in agency ownership due to a purchase, sale or merger? If so, it is extremely important to determine the fair market value of the agency. The value of an agency is based on a wide range of factors, but ultimately comes down to its sustainable future earnings power. Whether the agency maintains its current owners, perpetuates internally or externally, its value can only be determined by a pro-forma estimate of its continued earnings power under each circumstance. Optimum Performance Solutions uses proprietary documents and software to gather the pertinent information, evaluate the risks, and estimate the value of the agency based upon the assumptions made. The result is a comprehensive report offering insights into the strengths and weaknesses of the agency being evaluated and what can be done to maximize its value.
|Category||Insurance Agency Valuations|
Designations include: Certified Public Accountant (CPA), Certified Insurance Counselor (CIC), Professional in Human Resources (PHR).
Author of Starting, Buying, Selling and Perpetuating Insurance Agencies.
Author of Managing Human Resources in an Insurance Agency.
Frequent contributor to multiple state and national insurance publications.
National faculty member of the Society of Certified Insurance Counselors.
Mergers and Acquisitions,