2015 Best Practices Study

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

Revenue by Acquisition

Key Benchmarks Profile Revenues Expenses Profitability Employee Overview Producer Info Service Staff Info Technology Insurance Carriers Appendix

Acquired Revenues

Average Revenues Acquired

% of Agencies Acquiring

% of Net Revenues

Acquisitions Made in Last 12 Months

0.0%

$0

0.0%

What the Typical Transaction Looked Like Revenues Acquired per Transaction

Multiples of Revenue Paid

Average

N/A N/A N/A

Average

N/A N/A N/A

High Low

High Low

Revenue by Specialty/Niche

Average

Top 25% Profit

Top 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

34.8%

60.0%

*

$225,579

*

$289,339

27.5%

*

37.0%

*Insufficient Data

Specialty/Niche Revenue as % of Net Revenue

50%

40%

37.0%

30%

27.5%

2015 Best Practices Study

20%

Agencies with Revenues Under $1,250,000

10%

Insufficient Data

0%

Average

Top 25% Profit

Top 25% Growth

6

Note: See page 163 for an explanation of column headings