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.
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?
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