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Standards & Guidelines For Appraising Insurance Agencies / Brokerages 2015


Valuation of Wholesale Brokerages, General Agents and Managing General Agents

Wholesale Brokerages, General Agents and Managing General Agencies occupy a unique and valued position in the insurance industry. These intermediaries place business for Retail Agents with a variety of standard or excess and surplus lines carriers, based on specific underwriting of unusual or target market accounts.

The valuation of Wholesale Brokerages, General Agencies or Managing General Agencies should be treated like the value of any cash-flow related business that does not “own” its client base. The primary value of these entities lies in their carrier relationships, the continuity and expertise of their underwriting managers and the continuity and relationship with the retailers who they serve as their clientele, and should be based on the earnings and cash flow potential of these entities for the client for whom the appraiser is valuing the business entity.

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