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PROFILE (of Agencies in this Study Group)

A.

Average Total Revenues:

$1,897,620

B.

Corporate Structure

C.

Shareholders

D.

Ownership Percentage

E.

Shareholder Age

AGENCIES WITH REVENUES BETWEEN $1,250,000 AND $2,500,000

EXECUTIVE

PERSPECTIVES

PROFILE

REVENUES/

EXPENSES

FINANCIAL

STABILITY

EMPLOYEE

OVERVIEW

PRODUCER

INFO

SERVICE

STAFF

INFO

TECHNOLOGY

INSURANCE

CARRIERS

APPENDIX

57

Average

+25%

Profit

+25%

Growth

C

54.8%

51.3%

57.4%

S

38.7%

41.0%

34.0%

Partnership

0.0%

0.0%

0.0%

LLC

6.5%

7.7%

8.5%

Sole Proprietorship

0.0%

0.0%

0.0%

Average

+25%

Profit

+25%

Growth

Number of Shareholders

2.7

2.4

2.4

High

7.0

Low

1.0

Average

+25%

Profit

+25%

Growth

% Owned by Largest Shareholder

66.4%

72.8% 58.5%

High

100.0%

Low

11.3%

Average

+25%

Profit

+25%

Growth

Current Age of

Largest Shareholder

53.7

54.3

54.2

*Insufficient Data