As noted by many in the agent/broker M&A world, 2017 was the most acquisitive year on record. Reported transactions were up 20% for the first three quarters of the year … Continue reading
I’ve come across a few articles posted by agency valuation consultants challenging the use of EBITDA multiples in valuations. It can be argued that EBITDA is not a measure of … Continue reading
I was recently interviewed for the Independent Agents Magazine for an upcoming article on perpetuation planning. I said something that I typically don’t say, which is that now (or at least within the next 18 months) is the optimum time to sell an agency. I believe that market values are as high as they will be for a decade and will crest within the next 18 months.
Truth be told, our biggest competition isn’t other M&A firms in our market area; its buyers that contact agency owners directly. From a marketing standpoint, I’m not afraid of this … Continue reading
As I reported in a previous blog a few months back, the market for selling an insurance agency is better than it has been in many years. The economy … Continue reading
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