Financial Advisory

Perpetuation Planning

Think MarshBerry. Think Forward.

Perpetuation Planning Customized to Your Insurance Firm’s Needs

Helping you amplify value creation for you and your stakeholders.

At some point every firm faces the decision between perpetuating leadership, relationships, and ownership internally or selling their business. Determining your path forward goes beyond the standard quantitative financial analysis. MarshBerry Advisors really get to know you, your culture, your goals, and your objectives – your firm’s DNA.

The MarshBerry team works with you to prepare and execute a Perpetuation Plan tailored to the unique characteristics of your firm.

  • Understanding the Current Market Environment
  • Financial Guidelines
  • Debt & Equity Capital Options
  • Sales Management
  • Legal Issues
  • Methods
  • Value Considerations

Several Perpetuation Solutions are considered and ultimately options that best fir your needs are recommended.

  • Minority Capital Partner
  • Majority Capital Partner
  • iCAP (Integrated Continuity Alignment Plan includes ESOP)
  • Formation of a Regional/National Firm
  • External Sale
  • Internal After-Tax Perpetuation

MarshBerry believes successful perpetuation is a continual process without a beginning or an end. It is an ongoing discipline to continuously build and maintain an operating environment that can enable the seamless transition when that time comes.