VU Resources

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…

WebPartID:2cfa9840-880c-41aa-b2b4-10a968b49a33

Agency owners and managers often face seemingly simple questions (for example, “How much should I pay my producers?”). Identifying the solutions though is complex and unique. Simple, boilerplate solutions do…

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…