agency valuation News

Whenever agency principals get together, the topic of agency valuations is sure to come up. Someone will start talking about an agency that sold at an unbelievably high multiple. Pretty soon, everyone’s nodding their head and saying there’s a killing …

Timing is everything. That statement could apply to many things in life but when it comes to transferring insurance agency ownership from one family member to another the timeframe is critical, according to a father and son who have executed …