Vendors
The marketplace for the acquisition of insurance brokerages is currently very strong, allowing vendors to command a high value for the sale shares or assets. John C. McArthur & Associates, Inc. helps brokerage owners retire richer by providing the following services:
- working with you to assemble an information package;
- preparing a normalized EBITDA cash flow analysis;
- evaluating the business for disposition of shares or assets;
- reviewing the evaluation with you;
- discussing with you the approach to take on price, terms, retention, employment contracts, non-compete/non-solicitation agreements, etc.;
- preparing a confidential information memorandum and supporting financial/ information package;
- identifying prospective purchasers and pre-clearing them with you;
- presenting opportunity to pre-approved potential purchasers;
- arranging for the execution of a confidentiality agreement;
- soliciting offers from potential purchasers;
- reviewing offers received with you and your lawyer and accountant;
- negotiating the offer and assisting with the due diligence;
- assisting your lawyer in finalizing the Agreement for Sale; and,
- whatever else is required to bring the deal to a satisfactory conclusion.