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Feb, 2002 – Keep Your Agency off the Road to Ruins
Keep Your Agency off the Road to Ruins By Mathew K. Klossner Renowned 19th Century Writer and Humorist Josh Billings once said, ìThe road to ruins is always in good repair, and the travelers pay the expense of it.î If you are not properly managing your agency and its expenses, you may be sending your…
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…
Broker Multiples Compressed. Here Is Why It Is Still a Strong Time to Sell.
Kevin Donoghue on Insurance Banter with Chris Burand. Mystic Capital co-founder Kevin Donoghue joined Chris Burand on the Insurance Banter podcast to discuss agency valuations, AI, private equity, and timing a sale. Key takeaways below. The headline most owners are reacting to Publicly traded insurance broker valuations have compressed sharply. Over roughly fifteen months, the…
Jan, 2011 – Perpetuation Is Easy – Isn’t It?
THE BELOW ARTICLE WAS PUBLISHED IN THE JANUARY, 2011 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT PERPETUATING IS EASY — ISN’T IT? Several factors to consider By Robin C. Frost, ACA The population is aging and the United States is expecting to see a significant rise in the number of retired people in the coming years,…
Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
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Nov, 2010 – The Agency Price in Your Future
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