Perpetuation Planning
Think MarshBerry. Think Forward.
Perpetuation Planning Services
Helping you amplify value creation for you and your stakeholders.
At some point, every firm across the insurance brokerage and wealth advisory industries must consider perpetuation planning. Whether you are evaluating success planning for your leadership, transitioning ownership internally or selling your business you need an objective analysis of your options.
Determining your path forward goes beyond the standard quantitative financial analysis. To prepare and execute effective agency perpetuation planning, MarshBerry Advisors really get to know you, your culture, your goals, and your objectives – your firm’s DNA.
- Understanding the Current Market Environment
- Financial Guidelines
- Debt & Equity Capital Options
- Sales Management
- Legal Issues
- Methods
- Value Considerations
Several perpetuation planning solutions are considered and ultimately options that best fit your needs are recommended.
- Minority Equity Partner
- Majority Equity Partner
- iCAP (Integrated Continuity Alignment Plan includes ESOP)
- Broker Formation of a Regional/National Firm
- Sell to a Strategic Buyer
- Internal Perpetuation
MarshBerry believes successful perpetuation planning for an independent insurance agency or wealth management firm 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.
Perpetuation Planning for Insurance Brokerages & Wealth Management Firms
In the dynamic world of insurance, perpetuation planning is crucial for maintaining the business’s continuity and success. MarshBerry’s team of seasoned professionals provides comprehensive insurance perpetuation planning, aligning the planning with your firm’s long-term goals and growth strategies.
Our wealth management perpetuation planning services are built around your firm’s unique needs. MarshBerry Advisors guide you through market trends and financial complexities, crafting strategies that ensure smooth business succession and enhanced value.
Why Choose MarshBerry for Your Perpetuation Planning Needs?
Choosing MarshBerry means partnering with a strategic advisor deeply invested in your success. Our extensive industry experience, combined with a profound understanding of insurance and wealth management firms, makes us an unrivaled choice for perpetuation planning services.
The Marshberry team provides continuous support and guidance, ensuring your firm’s success extends beyond the planning phase. Experience sustainable growth and seamless business succession with MarshBerry.
Contact MarshBerry today to learn how our insurance perpetuation planning and wealth management perpetuation planning services can secure your firm’s future.
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Focusing on specialty distribution and markets within MarshBerry’s Financial Advisory practice, George brings to MarshBerry extensive knowledge in merger & acquisition (M&A) transactions. In addition to being a trusted advisor to sellers and buyers within the specialty insurance arena, George provides valuation, succession planning, strategic planning, financial benchmarking and other financial consultative services.
Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.
As a shareholder of the firm, and a Director in MarshBerry’s Financial Advisory Division, Tommy focuses his time on delivering valuable advice and counsel to his clients. In his 14+ year career, Tommy has built extensive knowledge in the insurance distribution space in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation and strategic planning.
Kyle joined MarshBerry in 2010 and currently serves as a Vice President. Kyle focuses on merger and acquisition (M&A) advisory, financial management consulting and valuation services. Within MarshBerry’s Financial Advisory division, Kyle’s primary responsibilities include deal execution on both buy side and sell side transactions, due diligence, deal negotiation, acquisition analysis, and integration planning.
James Graham joined MarshBerry in 2015 and is a member of MarshBerry’s Financial Advisory team in its Dana Point, California office. James’ expertise includes merger and acquisition advisory, capital raising, business valuation, perpetuation & succession planning, and strategic planning.
