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Feb 1, 2006 – Perpetuation Matters
PERPETUATION MATTERS Agents of Westfield Insurance get a big boost in planning for the future By Elisabeth Boone, CPCU Westfield Insurance partners from around the Midwest gathered at Westfield’s Blair Conference Center, where keynote speaker Kevin Donoghue (left), along with members of a five-person panel, discussed agency perpetuation needs and options. A company that’s…
Jun, 2010 – Case for Selling in 2010
june2010caseforselling
Dec, 2007 – Get Serious About Your Perpetuation Plan
THE BELOW ARTICLE WAS PUBLISHED IN THE DECEMBER, 2007 ISSUE OF ROUGH NOTES MAGAZINE. IT IS POSTED WITH PERMISSION OF THE ROUGH NOTES COMPANY. AGENCY FINANCIAL MANAGEMENT GET SERIOUS ABOUT YOUR PERPETUATION PLAN Unrealistic expectations can doom internal perpetuation plan By Kevin P. Donoghue, CFA, CPA The 75 million Americans who are part of the…
Jan, 2003 – Do Multiples Sound Too Good to be True?
Valuing Your Insurance Distribution Business: If the multiples you are hearing about sound to good to be true, they probably are! By, Mathew Klossner You may have read an article recently where an industry consultant quoted current valuation multiples for acquisitions at 8 times EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization). Or maybe you…
Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
10stepperpetuationplan
Jul, 2008 – Know Your Buyer-Value of Reverse Due Diligence
THE BELOW ARTICLE WAS PUBLISHED IN THE JULY, 2008 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT SELLER BEWARE – HAVE YOU DONE YOUR DUE DILIGENCE? Underestimating the value of the due diligence process By Lorna L. Gunnersen, CPA, CVA, CPCU, CIC Mergers and acquisitions within the insurance industry over the last few years have been at…