Blog & Upcoming Events
The M&A Minute
M&A Education in Less than One Minute
Identifying Conflicts in M&A Advisory
M&A (merger and acquisition) advisors play a critical role in facilitating transactions between buyers and sellers. However, conflicts of interests can arise in this process due to the nature of their role. Here are some common types of conflicts of interests that...
How Long Does an M&A Transaction Take?
One of the most frequent questions I get is how long an M&A transaction takes from start to finish. Here is some guidance on timing of transactions. When working with a firm that knows they want to find a buyer, six months is the amount of time it takes, broken...
Big vs Small Advisory Firms
An agency owner recently shared with me that they were told by a large M&A firm that they could get his agency a higher purchase price than smaller advisory firms because they are “one of the largest in the industry” and “have clout with buyers.” Quite simply,...
Upcoming Events
How to Understand Your Agency’s Value
What are the key elements that create equity value for their owners? How are buyers coming up with their purchase price offers?
Eventually, every life and health insurance agency will sell. Whether due to an acquisition, retirement, or change of direction. One of the top considerations during a sale is value. How valuable is your book of business? What are the components that add to the value?
Join Brett Rosen, Principal of the M&A Advisory firm Rosen Advisory, as he shares his unique experience on both sides of the process and provides insider tips for ensuring the optimal perpetuation strategy for you and your business.
In this webinar, you’ll learn:
- The key elements that create value in your agency
- What buyers are looking for when assessing value
- How organization can positively impact the overall value of your business
- Top tips for increasing the value of your agency
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