AGENCIES WITH REVENUES BETWEEN $500,000 AND $1,250,000
EXECUTIVE
PERSPECTIVES
PROFILE
REVENUES/
EXPENSES
FINANCIAL
STABILITY
EMPLOYEE
OVERVIEW
PRODUCER
INFO
SERVICE
STAFF
INFO
TECHNOLOGY
INSURANCE
CARRIERS
APPENDIX
37
C.
Revenues Derived from Acquisitions Made in the Last 12 Months
What the Typical Transaction Looked Like:
D.
Group Life & Health Revenue
Revenues from this line of business continue to increase in importance for most Best
Practices agencies. 80% of the firms in this group have GLH revenues.
Also see the
Insurance Carriers
section for the average number of GLH carriers represented.
Revenues Acquired per Transaction
Average
N/A
High
N/A
Low
N/A
% of Agencies Acquiring Avg. Total Commissions
Acquired
% of
Net Revenues
0%
$0
0%
Multiples of Revenue Paid
Average
N/A
High
N/A
Low
N/A
For the third straight year the agencies in this study group did not report any
revenues derived from an acquisition, perhaps a reflection of the difficulty this
size agency has in raising capital for such investments. Nevertheless, they
still achieved a 15.3% growth rate in net revenues.
Average
+25%
Profit
+25%
Growth
Health
68.6%
68.1%
89.5%
Life
20.3%
27.2%
3.2%
Disability
3.8%
1.7%
3.2%
Dental
1.2%
0.6%
1.2%
Retirement Products
1.3%
0.8%
0.3%
Employee Benefits (TPA)
0.0%
0.0%
0.2%
All Other
4.8%
1.7%
2.5%