Category Archive: Financial Advisory

WASA, which shows the average of the shareholder’s age weighted by the percentage of stock they own, can potentially signal a firm’s need for a perpetuation strategy.

While the headline of “highest inflation rate in 40 years” dominates the news – there were even stronger price increases in many of the categories within the Consumer Price Index (CPI) that paint a more troubling picture for consumers.

Concern continues to build across the broader investment community as inflation, as measured by the consumer price index (CPI), rose 8.6% from a year ago.  Economists had expected an increase

If you’re looking to sell externally, consider making the tough changes and living your pro forma to demonstrate sustainability so you can potentially reap the rewards of a higher purchase price.

When is the right time to begin thinking about how you will ultimately exit your business?  The answer is now.  You have worked hard over the course of your career to build your business, and you deserve to enjoy the fruits of your labor.

Global unrest, ongoing supply chain issues, and an extremely tight job market are leading to concerns that inflation may continue to rise. The Federal Reserve (Fed) is raising interest rates

As the market shifts, there could be an increasing chasm between firms that are well positioned to grow organically vs. those who can only grow during robust economic times.

Merger and Acquisitions (M&A) activity in the specialty insurance distribution space (MGAs, MGUs, program managers, wholesale brokerages) is coming off a record shattering year. With 153

Analysts see inflation remaining far above the Federal Reserve’s (Fed) target level of around 2% for some time which could lead to potential challenges for Property & Casualty (P&C) brokers.