Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

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Insurance Valuation M&A S&P 52

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

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Valuation M&A Insurance Advisory 52

Sica Fletcher

SEPTEMBER 17, 2024

When insurance agency sellers have already met with prospective buyers, they may have been offered a valuation based on their “adjusted EBITDA.” The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. What Is EBITDA? What Is Adjusted EBITDA?

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Insurance Valuation Profitability M&A 52

How2Exit

MARCH 23, 2023

It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale. Knowing the buyer's needs and goals can help you to negotiate a deal that is in the best interest of both parties and to ensure that you get the highest possible price for the business.

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M&A Business Book-building Sale 130

Sica Fletcher

APRIL 2, 2024

Insurance M&A Deal Valuation, 2024 Starting out in 2024, EBITDA and revenue multiples are in a good place, experiencing modest YoY growth despite the economic downturn of the last 18 months. In deals with the highest earnout, business owners turn to a specialized M&A advisory firm to handle negotiations and oversee valuations.

Insurance 52

Insurance M&A S&P Broker 52

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Family-specific financial arrangements. Think Long-Term.

Insurance 52

Insurance Valuation M&A S&P 52

Sica Fletcher

MAY 15, 2024

essentially boils down to three major steps: Determine your insurance agency’s EBITDA Determine the standard valuation multiple for an agency of your size Multiply your EBITDA by the multiple to determine your expected payout (i.e., How Much Is My Insurance Agency Worth?”

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Insurance M&A S&P Valuation 52

Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself. Learn more at , ,, SicaFletcher.com.

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M&A Insurance Valuation Advisory 52

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. This means getting a formal valuation done - typically through your M&A advisor, but sometimes through a third party.

Insurance 52

Insurance Business Valuation M&A 52

Sica Fletcher

JULY 23, 2024

This means that they often lack the specialized industry knowledge to effectively negotiate your deal. Consult data sources like S&P Global data to get an idea of a firm’s activity within the industry. Are you meeting the firm’s principals? Still Uncertain?

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M&A Insurance S&P Valuation 52

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. This has led to very high valuation multiples (~11.5x When selecting an advisor, consider the following: Reputation.

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M&A Insurance Debt Equities 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest.

M&A 52

M&A Insurance Valuation Equities 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. If you worked at a startup, how did you win more customers or partners in a sales or business development role? Q: Which current startup would you invest in?

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Capital Valuation Investment Portfolio 59

InvestmentBank.com

OCTOBER 24, 2019

With larger physician networks and access to specialist’s hospitals also gain negotiating leverage with insurers and can participate in alternative payment models, such as capitated and bundled payments, through vertical integration. Christopher Majdi, Director of Valuation & FMV Services at Premier, Inc. 2019, May 2).

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Hospitality Private Equity Equities Acquisitions 40

How2Exit

OCTOBER 7, 2024

E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. Under his leadership, the company has grown exponentially, conducting over 1,400 valuations annually.

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Business Mergers and Acquisitions Valuation Acquisitions 130

Cooley M&A

JANUARY 20, 2022

While 2020’s M&A landscape was characterized by whiplash volatility from choppy deal activity in the first half of the year to a surge in volume in the second half, that momentum accelerated in 2021, with no signs of slowing down heading into 2022. on transactions over 2019’s mega?mergers. General trends in life sciences M&A.

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M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. A well-constructed SaaS P&L can reveal insights executives need to fully understand their business performance and make well-informed strategic decisions.

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M&A S&P Valuation Accountant 52

CNBC: Investing

JUNE 6, 2025

Analyst Chris Schott said in the firm's June outlook for biopharma that the sector's poor performance can be traced back to concerns over President Donald Trump's tariffs and his " most favored nation " executive order. Eli Lilly stock is among JPMorgan's top picks among the group.

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S&P Stock Media Pharmaceutical 52