Whether you are putting your MGA on the market or acquiring another one, a comprehensive valuation will be necessary. In today's dynamic industry, using exclusively the traditional revenue-multiples approach will not suffice. You need a more complete solution.

A comprehensive MGA valuation looks not only at revenue-multiples but also factors in a micro-level analysis of the policies within a cross-section of your advisor books. This helps to project the internal growth opportunity and overall worth of your MGA. Valuing an MGA such that the transaction is fair for both sides is important.

Our Comprehensive Valuation:

Regardless of whether you are looking to sell or acquire, make sure you understand the true value of the transaction. Talk to a Jacox-Kanodia consultant to find out how our valuation model can benefit you.

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The Jacox-Kanodia valuation approach was recently featured in the Insurance and Investment Journal:

"You have to take the quality of the advisor books into consideration... to form a true valuation"