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Valuations for Insurance Brokerages


Valuations are a core component of LMC's services.  Insurance brokerages routinely engage us to provide an indicative valuation when considering a sale or acquisition.  Other reasons for brokerage valuations are for independent purposes such as establishing an ESOP, estate planning, divorce, credit requirements, or preparing for a succession of ownership.  

Precise and up-to-date market comparables are essential to compiling an accurate valuation. Our proprietary database is accumulated by scrutinizing each and every announced insurance brokerage transaction for valuation comparables.  In most cases, our analysis and conclusions are supported by following comparable transactions and publicly traded companies within a specific, highly specialized line of business.


 
 
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Phone: (704) 943-2600  •  Facsimile: (704) 943-2666  •  Email: Info@LMCCapital.com

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