2025 Best Practices Study Summary

ACQUISITIONS

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

% of Agencies Making Acquisitions in the Last Fiscal Year: Average Annualized Commissions Acquired:

6.7%

7.4%

17.2%

6.3%

16.4%

33.3%

69.2%

$379,388

$55,420

$136,337

$644,636

$2,128,541

$2,266,032

$25,014,761

% of Agencies Making Acquisitions in Last Fiscal Year

69.2%

43.8%

36.2%

33.3%

25.9%

25.0%

19.4%

17.2%

16.4%

16.3%

12.9%

9.8%

8.9%

7.4%

6.9%

6.7%

6.3%

4.5%

0.0%

N/A

N/A

< $1.25M

$1.25-2.5M

$2.5-5M

$5-10M

$10-25M

$25-100M

>$100M

2023 BPS 2024 BPS 2025 BPS

ACCOUNT CONCENTRATION

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

Largest Single Account (% of NR): Low

0.7% 3.1% 9.8%

0.4% 5.9%

0.9% 3.8%

0.5% 3.5%

0.2% 3.5%

0.4% 2.1% 6.4%

0.7% 1.3% 3.5%

Average

High

30.1%

16.5%

12.2%

11.2%

Ten Largest Accounts (% of NR): Low

1.4%

2.0%

5.1%

0.4%

1.3%

2.5%

4.5% 7.4%

Average

11.9% 26.5%

15.7% 56.5%

14.6% 35.7%

15.2% 37.9%

13.5% 31.0%

10.7% 24.9%

High

13.6%

Largest Single Accounts (% of Net Revenues)

30.1%

16.5%

12.2%

11.2%

9.8%

6.4%

5.9%

3.8%

3.5%

3.5%

3.5%

3.1%

2.1%

1.3%

0.9%

0.7%

0.7%

0.5%

0.4%

0.4%

0.2%

< $1.25M

$1.25-2.5M

$2.5-5M

$5-10M

$10-25M

$25-100M

>$100M

Low Average

High

Cross Category Comparison

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