APPRAISALS, SALES AND CAPITAL FINANCING SERVICES TO INSURANCE AGENCIES AND INSURANCE BROKERAGES
Financial valuations for SBA 7(a) lending, transactions, corporate planning, expert witness, financial reporting, estate/gift tax planning, and strategic consulting.
Buy-side and sell-side M&A transaction advisory services for clients seeking to sell or acquire an insurance agency or book of business throughout the United States.
Capital financing services for acquisitions, recapitalizations and/or working capital. SBA and non-SBA conventional loans are available to clients seeking to acquire an agency or book of business or refinance existing debt while obtaining working capital.
My clients represent a diverse mix of insurance distribution, administration, technology-related businesses, underwriting, and risk management:
• Property/casualty retail brokers
• Life/health/benefits retail brokers
• Managing general agencies
• Wholesale brokers
• Premium finance companies
• Insurance technology and related software firms
• Pension, outsourcing and claims administrators
• Insurance and reinsurance underwriters
Mr. Hayes has 30 years of business valuation, M&A transaction advisory and expert witness testimony experience and completes hundreds of insurance agency valuations every year.
Bachelor of Science degree; majors in accounting and finance and minor in economics from Jacksonville University of Jacksonville, Florida; an AACSB accredited business school founded in 1934
Certified Valuation Analyst (CVA); certified member of the National Association of Certified Valuators and Analysts (NACVA); worldwide, the CVA certification is held by only 6,500 professionals
American Society of Appraisers (ASA), member
NAGGL Sustaining Member
Recognized Insurance Agency Valuation Expert designated by Business Brokerage Press, Inc. and regular contributor to the Business Reference Guide: The Essential Guide to Pricing Businesses and Franchises
Company Details
- Employees
- 1
- Founded
- -
- Address
- 225 North Columbus Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- insurance agency appraisal, insurance brokerage appraisal, insurance agency valuation, insurance brokerage valuation, sale of insurance agency, purchase insurance agency, sell insurance agency, acquire insurance agency, SBA loan, expert witness, expert insurance agency appraiser, insurance agency merger, insurance agency acquisition, insurance agency business loan, insurance agency SBA loan, SBA 7(a) loan, buy insurance agency, Allstate SBA loan, Allstate appraisal, insurance agency acquisition loan, insurance agency mergers and acquisitions.
- HQ
- Chicago, IL
- Competitors
- OnePoint Insurance Agency, Fiorella Insurance Agency, Inc., Arrowhead General Insurance Agency, Inc., Insurance Agency Marketing Services, Inc., Leap Solutions, a division of George Petersen Insurance Agency, Allied Insurance Agency, Inc., SBA Loan Business Appraisal, Elevate Insurance Agency, Devlin Insurance Agency®, Westgate Insurance Agency.
Expert Insurance Agency Appraiser, M&a Transaction Advisor Questions
Expert Insurance Agency Appraiser, M&A Transaction Advisor's website is https://www.insuranceagencyappraisal.com/
Expert Insurance Agency Appraiser, M&A Transaction Advisor's LinkedIn profile is https://www.linkedin.com/company/sean-h-hayes-cva
Expert Insurance Agency Appraiser, M&A Transaction Advisor has
1 employees.
View email and phone details for 1
employees at Expert Insurance Agency Appraiser, M&A Transaction Advisor.
Expert Insurance Agency Appraiser, M&A Transaction Advisor's industry is
Financial Services
Expert Insurance Agency Appraiser, M&A Transaction Advisor's top competitors are
Onepoint Insurance Agency,
Fiorella Insurance Agency, Inc.,
Arrowhead General Insurance Agency, Inc.,
Insurance Agency Marketing Services, Inc.,
Leap Solutions, A Division Of George Petersen Insurance Agency,
Allied Insurance Agency, Inc.,
Sba Loan Business Appraisal,
Elevate Insurance Agency,
Devlin Insurance Agency®,
Westgate Insurance Agency.
Expert Insurance Agency Appraiser, M&A Transaction Advisor's categories are Financial Services
Expert Insurance Agency Appraiser, M&A Transaction Advisor's founding year is 1995
