Business Planning

Business Planning Solutions for Insurance Brokerages and Wealth Management Firms


How do you create value in the European insurance and wealth management markets? What are the opportunities and challenges posed by market dynamics such as consolidation, digitisation and changing regulations? MarshBerry has the answers and helps you increase organic growth, profit and value through all the stages of ownership.

When it comes to charting a path forward, there are many strategic options available for business planning. MarshBerry advisors work with you to explore all the options and help you decide what’s best for your firm, your people and your clients. Join the insurtechs, insurance brokers and independent financial advisers that have gone before you and unlock your firm’s potential.

MarshBerry helps you:

  • Explore strategic options, drive decision-making and devise and implement effective organic and inorganic growth strategies
  • Plan and manage an effective transition of ownership if you’re selling or transferring ownership to family or management
  • Understand the value of your firm or your targeted business for M&A, perpetuation and tax purposes