Thank you for participating in the August 12, 2015 teleseminar How to Value Your Insurance Brokerage sponsored by the Society of Financial Service Professionals.

We thought you might be interested in the following resources.

How to Value Your Insurance Brokerage Whitepaper

Soft market or hard market, it is important for insurance brokerage owners to have an idea of what their business is worth. A lack of knowledge regarding the value of your business could be costly. Opportunities for successful liquidity events may be missed or estate planning could be incorrectly implemented based on misunderstandings about value. In addition, understanding how insurance agencies and brokerages are actually valued may help you understand how to grow the value of your business and maximize your return when it comes time to sell. The purpose of this whitepaper is to provide an informative overview regarding the valuation of insurance brokerages and agencies.

Download the whitepaper (pdf) here.

Insurance Industry Quarterly Newsletter

Mercer Capital produces a complimentary quarterly newsletter covering the following insurance industry segments: property & casualty, reinsurance, life & health, managed care, brokers, and claims, tech & services.

Download the newsletter (pdf) here.

Subscribe to the newsletter here.

Mercer Capital’s Services for Insurance Companies

Mercer Capital provides the insurance industry with corporate valuation, financial reporting, transaction advisory, and related services.

Industry Segments

Mercer Capital serves the following industry segments:

  • Agencies
    • Independent insurance brokers and agents
    • Bank-owned agencies
    • Retail, wholesale, and MGAs
  • Underwriters
    • P&C, life & health, and managed care
    • Reinsurance
    • Captives and risk retention groups
  • Ancillary
    • Third-party administrators
    • Claims adjusters and other service providers

Mercer Capital Experience

  • Nationwide client base
  • Agency clients range from single office agencies to top-10 public brokers
  • Underwriter clients range from monoline privates to publicly traded multi-line carriers

For more information about our services, click here.