Lucas M. Parris, CFA, ASA, Vice President, will present the webinar “Valuing Insurance Agencies” with Business Valuation Resources on January 19, 2016.
Like most professional services firms, much of the value of an insurance agency lies in its customer base, workforce, and the intangible factors that drive growth and margin. But not all insurance agencies are created equal. The recurring revenue streams, low fixed asset intensity, and favorable financing characteristics have drawn the interest of industry consolidators, private equity investors, financial institutions, and other participants, leading to a robust transaction environment. Join Lucas as he reviews the valuation methodologies and drivers of value for insurance agencies and brokerages.
Mercer Capital’s Insurance Coverage
Lucas leads the Mercer Capital Insurance Industry Team and is active in the valuation of insurance agencies, brokerages, and underwriters for corporate valuation and compliance matters. He is responsible for publishing the quarterly newsletter Value Focus: Insurance. Subscribe to the newsletter here.
