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Jan, 2010 – Exploring the sale of your Insurance Wholesale Brokerage
THE BELOW ARTICLE WAS PRINTED IN THE JANUARY, 2010 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT EXPLORING THE SALE OF YOUR WHOLESALER The acquisitions market is not robust, but it’s improving By Allen M. Go, CFA If you are an MGA, MGU, or program administrator owner, the thought might have run across your mind as to…
Jul, 2009 – Enhancing the Value of your Agency
The below article was published in the July, 2009 Rough Notes Magazine ENHANCING THE VALUE OF YOUR AGENCY By Robin Frost, ACA Nearly all of us have seen a painful deterioration in the value of our investments and retirement savings over the last year or so. Perhaps this has made you think about what you…
Sep, 2004 – A Closer look at Due Diligence
duediligence
Sep 6, 2006 – SNL Financial has Q&A with Mystic Capital’s Kevin Donoghue
http://www.snl.com http://www.snl.com/Interactivex SNLFinancial One SNL Plaza, P.O. Box 2124, Charlottesville, VA 22902 Phone: 434.977.1600 News fax: 434.293.0407 snl.com © 2005, SNL Financial LC. All Rights Reserved. Proprietary and Confidential. Use limited and subject to SNL license. Q&A: Mystic Capital Advisors managing director Kevin Donoghue http://www.snl.com Reprinted from SNLFinancial September 6, 2006 By Adam Van Deusen…
Mar, 2008 – Fastest Road to Overpayment-Underestimating the Due Diligence Process
The below article was published in the March, 2008 Rough Note Magazine THE FASTEST ROAD TO OVERPAYMENT Underestimating the value of the due diligence process By Kevin W. Smith, CPA For the past several years, there have been over 200 consummated mergers annually in the insurance industry. Among other factors, the consolidation has been fueled…