Think MarshBerry. Think Forward.
Insurance & Wealth Management Firm Perpetuation Planning
Helping you amplify value creation for you and your stakeholders.
At some point, every insurance agency or broker considers perpetuation planning for their leadership, relationships, and ownership internally or selling their business.
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
- Value Considerations
Several perpetuation planning solutions are considered and ultimately options that best fit 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 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.
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.
Kim Kovalski joined MarshBerry in 2021 and is charged with providing strategic and operational consulting services to MarshBerry’s client base of independently-owned insurance agents & brokers, specialty distributors, wealth advisory industry, private equity firms, banks & credit unions and insurance carriers.
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.