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If you are contemplating selling your agency,
issuing stock in connection with an acquisition, internal
stock sales related to succession strategies, equity related
compensation plans, or ESOP financing, an independent third
party fair market valuation by a seasoned and experienced
insurance professional is a must. As a leading financial
advisory firm that only services the insurance industry, our
experience, knowledge and expertise is unmatched to
determine accurate and realistic value of your agency.
Individualized valuation services are based on your need:
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Mergers and
Acquisitions |
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ESOP's |
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Equity Compensation Plans |
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Personal Goodwill Valuation |
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Buy / Sell Agreements |
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Shareholder Disputes |
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Intangible Asset Valuation |
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Expert Witness Testimony |
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Transaction Fairness Opinions |
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Litigation Support |
Types of
Valuation Reports
WFG specifically offers two types of business valuation reports depending on
the needs of the client and the purpose of the valuation. A brief
description follows:
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BENCHMARK VALUATION
Our “Benchmark” valuation is generally used to give our
client a low cost report that provides an approximation of the fair market
value range of the agency. Our “Benchmark” valuation takes into
consideration both quantitative and qualitative factors along with other key
intangible values that are insurance specific that are critical to assess in
determining the appropriate value of an agency. In performing our valuation,
we carefully blend various valuation methods used by buyers and sellers
(e.g. capitalization of earnings, comparable market transactions) and our
benchmark report provides the client with a fair market valuation range in
addition to providing all the underlying valuation assumptions and
rationale.
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FULLY-COMPLIANT VALUATION
A “Fully-Compliant” valuation is fully
compliant with Revenue Ruling 59–60, other pertinent Revenue Rulings,
USPAP
standards, and
NACVA
Standards of Development and Reporting. The report provides an opinion of
value in addition to a comprehensive analysis of the agency, industry
information, economic data, and financial statement analysis. A
fully-compliant valuation is very useful in determining value when the
client is involved in situations involving taxation, litigation, shareholder
disputes, ESOP’s, estate and gift valuation, and divorce valuation.
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For a confidential
consultation or proposal on using
WFG’s
valuation services,
contact us today.
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