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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Agency valuation
How NOT to value an agency
A discussion of the percentage-times-revenue valuation approach and how many times it is not the appropriate way to value an agency. 3 pages
Determining agency value—part 1
First in a series giving you a more in-depth overview of asset-based, market-based and income-based approaches to valuation. 3 pages
Determining agency value—part 2
Second in a series giving you a more in-depth overview of asset-based, market-based and income-based approaches to valuation. 3 pages
Determining agency value—part 3
Third in a series offering you a review of the basic steps used to value an agency using the income approach and, more specifically, the direct capitalization of earnings method. 2 pages
Determining agency value—part 4
Fourth in a series covering agency valuation and determining the cost of capital. 3 pages
Determining agency value—part 5
Fifth in a series that applies the direct capitalization method to a hypothetical agency for easy understanding. 6 pages
Uncover your agency’s value proposition
A discussion on what a value proposition is and how to develop one for your agency. 3 pages
Determining agency value—part 6
Last in a series discussing the determination of tangible net-worth value and the final conclusion of fair market value. 5 pages
How to determine the value of your agency—agency worth can be calculated through different models
This resource kit discusses different types of values that can play a role when determining your agency’s value. 3 pages
Critical factors affecting agency value
This resource kit reviews the 10 most important factors that affect agency value, according to a survey of over 200 insurance agency principals. 6 pages