Agency Management

No agent wants to consider divorce as a reason for valuation. However, divorces do occur to some agents and the agency business sometimes does become a part of the marital…

The Agency Consulting Group provides many valuations each year for independent insurance agencies throughout the United States. For some agencies it’s a one-time occurrence while, for others, its an annual…

Half or more of all mergers and acquisitions result in decreased values of the combined entities. How can that happen? Here’s a recent example in which we were called upon…

This is, by far, the most common question we are asked at individual client agencies and during Q&A sessions at conferences and seminars in which Agency Consulting Group is involved.…

The time comes in every agent’s life when he considers cashing out. This can be for any number of reasons such as the desire to spend time with friends and…

The question of why and how to select an outside consultant often arises in small closely-held companies like insurance agencies. There are five reasons to use a consultant and four…

Question: “Are you aware of any agency acquisition multiples resource? Multiples of pre-tax profit, revenues or EBITA? Also, have you seen any published materials on what agents are doing on…

Have you ever bought or sold an agency? Did you use a consultant to structure the deal or did you do it yourself? If the latter, there’s a good chance…

An agency owner at a big state conference was telling everyone in earshot that his agency was now worth 3.0 times revenues because he just got an appointment from “ABC”…

Many of us use outside resources from time to time and, as there are often questions about getting the most from external suppliers, I thought some comment might be in…