Insurance Agency Appraisals

Buying an Agency?††

Make Sure You Have the Right 
Professionals Value Its Worth.

If you think you want to buy an insurance agency, talk to us first.††We will help you buy the right agency at the right price.††

Too many banks end up paying too much for agencies whose synergistic yet distinct  business models require a unique valuation process. Many well-meaning banks have relied on brokers who work on behalf of the agency, not the bank, and present the bank with an agency-friendly price.

Michael White Associates (MWA) does agency valuations to help banks avoid buying the wrong agency for the wrong price. MWA can help your bank first identify its financial objectives and appropriate insurance markets. Then, if purchasing an agency provides the right solution, 
    

MWA protects your bank's interests by 
examining the agency's value on its own merit and 
on its value to your bank. 
    

MWA does not make commissions 
brokering agency deals.††††

     
MWA evaluates a particular agency's "fit" with your bank's standards, objectives, strategies and culture.  MWA consultants interview agency principals, inspect agency systems and procedures, and analyze the agency's mix of business.  When a fit between your bank and an agency is confirmed, MWA conducts a formal valuation of the agency.  
        

Clients who rely on MWA for agency valuations get 
a clear picture of a prospective agency acquisition 
and a reasonable fair market value or range of prices 
for negotiation of purchase.
     

Among the information they receive are the following: †

  • Analysis of the target agency's confidential financial information, including past and projected income statements and balance sheets.

  • An outline of the agency's operations, strengths and weaknesses.

  • A reasonable fair market price or range of prices for negotiation of its purchase

  • A measure of the projected price against bank-targeted profit flow, and rates of return on equity and investment.

  • An identification of issues needed to be addressed in integrating the agency within the bank

  • If you request continued support from MWA, you can rely upon us to be with you through negotiations and integration and implementation of your successful bank insurance program. 

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