2014 Best Practices Study

Analysis of Agencies with Revenues Under $1,250,000

Revenue by Acquisition

Key Benchmarks

Profile Revenues

Acquired Revenues

Average Commissions Acquired

% of Agencies Acquiring

% of Net Revenues

Expenses

Acquisitions Made in Last 12 Months

6.9%

$65,806

15.8%

Profitability

What the Typical Transactions Looked Like Revenues Acquired per Transaction

Employee Overview

Multiples of Revenue Paid

Producer Info

Average

* * *

Average

* * *

Service Staff Info

High Low

High Low

Technology

*Insufficient Data

Insurance Carriers

Appendix

Revenue by Specialty/Niche

Average

+25% Profit

+25% Growth

% of Agencies having an Industry and/or Product Specialty/Niche Total Commissions & Fees Generated from All Specialties/Niches Total Specialty/Niche Revenue as % of Net Revenues

37.9%

*

*

$160,853

*

*

21.4%

*

*

*Insufficient Data

Specialty/Niche Revenue as % of Net Revenue

25%

21.4%

20%

15%

2014 Best Practices Study

10%

Agencies with Revenues Under $1,250,000

5%

0%

Average

+25% Profit

+25% Growth

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