Services
- Buyer Consultation
- Seller Consultation
- Financing Arangements
- Negotiation Analysis
- Contractual Review
- Dissolution of insurance agencies
- Expert witness testimony
- Appraisal
- Industry Valuation
- Buy Sell Agreements
- Producer compensation agreements
- Perpetuation Plans
- ROE Return on Equity
- EPS Earnings Per Share Analysis
- Return on Investment (ROI) analysis
- Letter of Intent
- Earn Out provisions
Appraisal
We are able to provide a written proposal based on needs from sales, divorces, tax needs or probate. Too often independent agencies seek to assess their value using potentially dated standards, such as 1½ times annual revenue.