Compensation — we talk about this subject almost every single time we sit down with our clients and discuss financials.

Mitch Mikoletic - March 2019

Is Your Firm Positioned for Organic Growth?

In our experience, high-performing agencies and brokers (“agencies”) share several characteristics that help position them as industry leaders.

Jim Wochele - March 2019

Service Staff "Gain and Pain"

When your producers sell a new piece of business, do you get the impression that the service staff isn’t as excited as the producers?

- March 2019

Process Makes Perfect

A standardized and consistent hiring process is vital to any successful hiring program.

Phil Trem - February 2019

MarshBerry M&A Trends - 4Q18

2018 Proves to Be Another Record-Setting Year

Wayne Walkotten - February 2019

Big Tax Win for Insurance Agents

Insurance agents can now deduct the lesser of 20% of their pass-through Qualified Business Income (“QBI”) received from their agency’s insurance commissions and fees or 20% of taxable income over net capital gain, on their personal tax returns.

¹Marsh, Berry & Company, Inc. Financial Advisory services include M&A Advisory*, Business Planning, Perpetuation Planning and Valuations. The Financial Advisory services provided by Marsh, Berry & Company, Inc. and its affiliates are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of an offer to buy or sell any securities, financial instruments or to participate in any particular trading strategy, or to provide investment recommendations on any company for personal investment purposes. Marsh, Berry & Company, Inc. and its affiliates are not rendering legal, accounting, financial or other advice.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230 Contact Us