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PROFILE (of Agencies in this Study Group)

A.

Average Total Revenues:

$357,377

B.

Corporate Structure

C.

Shareholders

D.

Ownership Percentage

E.

Shareholder Age

AGENCIES WITH REVENUES UNDER $500,000

EXECUTIVE

PERSPECTIVES

PROFILE

REVENUES/

EXPENSES

FINANCIAL

STABILITY

EMPLOYEE

OVERVIEW

PRODUCER

INFO

SERVICE

STAFF

INFO

TECHNOLOGY

INSURANCE

CARRIERS

APPENDIX

9

Average

+25%

Profit

+25%

Growth

C

62.5%

56.7%

52.8%

S

29.2%

30.0%

33.3%

Partnership

0.0%

0.0%

0.0%

LLC

0.0%

0.0%

0.0%

Sole Proprietorship

8.3%

13.3%

13.9%

Average

+25%

Profit

+25%

Growth

Number of Shareholders

1.7

1.3

1.3

High

4.0

Low

1.0

Average

+25%

Profit

+25%

Growth

% Owned by Largest Shareholder

79.5%

89.2% 99.7%

High

100.0%

Low

35.0%

Average

+25%

Profit

+25%

Growth

Current Age of

Largest Shareholder

51.3

50.7

50.5