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Insurance Agency Equity Management Report
Know what your agency is worth today, how to make it worth more tomorrow, and how ready it is for a sale.
For most agency owners, the agency is their largest asset. Yet most owners only learn what it is worth when a buyer hands them an offer, and only learn what they wish they knew before entering a deal process after they are months into one. The Equity Management Report puts those answers in your hands first.
The report combines three pieces of information that owners usually get separately, if at all: a market-based valuation, performance benchmarking against peers, and a transaction readiness assessment. It is a one-of-a-kind assessment created from our experience of managing hundreds of M&A transactions, reviewing 1,000+ offers on behalf of clients, performing thousands of valuations for clients, and keeping a close ear to the agency M&A market. This type of a management-level report cannot be found anywhere else in the industry.
Why Proceed with ABC’s Agency Equity Management Report?
- Buyer-driven valuation insight, peer-based performance benchmarking, and transaction readiness assessment, all in a single report.
- Built on thousands of agency financials, 500+ completed agency sale transactions, and 1,000+ letters of intent.
- Gain unique insight into the M&A market and your own agency’s performance.
- Identify and fix hidden issues that may inhibit your ability to consummate a sale.
- Prepared by the highly experienced and professionally certified team at Agency Brokerage Consultants.
Frequently Asked Questions About ABC’s Equity Management Report
Please review our frequently asked questions about our Equity Management Report below. Have more questions? Fill out the form at the bottom of this page for further guidance from our team.
What is ABC's Equity Management Report?
It is a single management report that answers three questions: what your agency is worth today, how you can drive more value tomorrow, and how prepared your agency is for a sale. It combines a valuation, a benchmarking study against peer agencies, and a transaction readiness review.
How is it different from a standard valuation?
A valuation tells you what the agency is worth on a given date based on the purpose of the valuation and related conditions. The Equity Management Report shows what your agency is worth to different buyer types, how your agency compares with peers, what may be holding back your agency’s growth and value, how marketable the agency is to the buyer universe, and how well your agency will stand up to a buyer’s transaction process.
It is designed based on our expertise as an M&A advisor to help you understand your agency’s value today, how to improve its value tomorrow and how to prepare for a future sale transaction and transition of ownership.
Who should get an Equity Management Report?
Any agency owner who wants to know what they own and how to grow it. That includes owners planning a sale in the next few years, owners planning an internal perpetuation, and owners with no exit plans who want to run the agency with its equity value in mind.
Do I have to be planning a sale?
No. The report is useful whether a sale is 12 months or 12 years away. Owners who understand their value drivers early have more time to improve them, and more options when the time comes.
What information will I need to provide?
Our EMR request list is only slightly more enhanced than what we would request for a standard valuation. We dive a little deeper to evaluate 3rd party agreements, data quality, organizational structure and the business model.
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