Educational videos, articles and resources to help insurance agency owners understand valuations, navigate the sale process, and achieve the best possible outcomes.
Our video series breaks down key topics to help you better understand the insurance agency M&A process and important valuation concepts.
Learn what EBITDA is and why it’s an important metric for insurance agency valuations.
A step-by-step explanation of how to calculate EBITDA for your agency.
Understand adjusted EBITDA and how it provides a clearer picture of your agency’s earnings.
Understand what add-backs are and how they impact your agency’s valuation.
Find out how EBITDA multiples work and what influences them in today’s market.
Discover why the highest price may not always lead to the best overall outcome.
A Practical Framework for Evaluating Value, Certainty, Obligations, Risk, and Fit.
In-depth articles with practical advice for insurance agency owners. These resources provide valuable insights to help you plan for the future and maximize the value of your agency.
A Growth Partnership Model for Sub-$500K EBITA Insurance Agencies
A practical look at growth partnerships for smaller insurance agencies and how they can grow without giving up equity and control.
Key considerations for insurance agency owners evaluating whether it is the right time to sell and how to prepare for a successful transaction.
If you have questions about any of these resources or would like to speak with an advisor, we’re here to help.
