2009 Best Practices Study

Agencies with Revenues Less than $1,250,000

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Revenues

% of Revenues Derived from:

Average

+25% Profit

+25% Growth

Largest Account

4.0%

3.4%

4.0%

High

17.6%

Low

1.2%

10 Largest Accounts

15.3% 44.6%

10.5%

17.1%

High

Low

3.4%

Acquired Revenues

Average Commissions Acquired

% of Agencies Acquiring

Percentage of Net Revenues

Acquisitions Made in Last 12 Months

0.0%

$0

0.0%

What the Typical Transactions Looked Like Revenues Acquired per Transaction

Multiples of Revenue Paid

Average

$0 $0 $0 $0

Average

0.00x 0.00x 0.00x 0.00x

Median

Median

High

High

Low

Low

3 2009 Best Practices Study | Agencies with Revenues Less than $1,250,000 | Revenues/Expenses