2017 Best Practices Study

First page Table of contents Next page Last page
2017 Best Practices Study Cover1
2017 Best Practices Study Sponsors3
Intro & Overview8
The M&A Landscape and Agency Perpetuation White Paper12
Under $1.25M - Key Metrics28
$1.25M-$2.5M - Key Metrics32
$2.5M-$5.0M - Key Metrics36
$5.0M-$10M - Key Metrics40
$10M-$25M - Key Metrics44
Over $25M - Key Metrics48
Profile - Cross Category Comparison52
Revenue Overview - Cross Category Comparison53
Acquisitions - Cross Category Comparison54
Account Info - Cross Category Comparison54
Specialzation - Cross Category Comparison56
Revenue Growth - Cross Category Comparison57
Sales Velocity - Cross Category Comparison60
Pro Forma Expenses - Cross Category Comparison61
Profitability - Cross Category Comparison62
Rule of 20 - Cross Category Comparison63
Financial Stability - Cross Category Comparison64
Technology - Cross Category Comparison65
Productivity - Cross Category Comparison66
Staffing - Cross Category Comparison67
Producer Metrics - Cross Category Comparison68
Carriers - Cross Category Comparison74
Glossary78

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