Over Trem’s nearly ten-year career with MarshBerry, he has become a key contributor to the organization through his leadership within its Merger & Acquisition (“M&A”) advisory team.

Since 2015, a startling number of firms have switched hands without a Merger & Acquisition (“M&A”) adviser.

A record-setting pace continues in the insurance distribution merger and acquisition ("M&A") market

Everything in our society has a value — but valuing a privately-held business is complex.

Insurance distribution M&A activity has shown no signs of slowing from its record 2018 pace.

This is a supplement to the April edition of the Leader’s Edge magazine, written by MarshBerry.

MarshBerry Closes 2018 Door With 82 Transactions and Starts 2019 Off Big

2018 Proves to Be Another Record-Setting Year

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.

The next chapter of full employment for CPAs has hit bookstores and is creating a stir everywhere from your local CPA to the automation vendors. But what does this really mean to the insurance distribution system?

Successful business owners and industry leaders will tell you that strategic planning is essential to helping achieve goals.