Thank you for sharing!

Your article was successfully shared with the contacts you provided.

By Timothy J. Cunningham and Daniel P. Menzer, principals, OPTIS Partners LLC

The economic turmoil of the last few years, compounded with the lingering soft market, has affected the value of virtually every insurance agency. While some have created incremental value despite market conditions, most have experienced a decline in value. But without a formal assessment of the risks, projections, and current balance sheet of the firm, you can’t ever know how your agency and your investment are weathering the storm.

Want to continue reading?
Become a Free
PropertyCasualty360 Digital Reader.


  • All PropertyCasualty360.com news coverage, best practices, and in-depth analysis.
  • Educational webcasts, resources from industry leaders, and informative newsletters.
  • Other award-winning websites including BenefitsPRO.com and ThinkAdvisor.com.

Already have an account?



Join PropertyCasualty360

Don’t miss crucial news and insights you need to make informed decisions for your P&C insurance business. Join PropertyCasualty360.com now!

  • Unlimited access to PropertyCasualty360.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including BenefitsPRO.com, ThinkAdvisor.com and Law.com
  • Exclusive discounts on PropertyCasualty360, National Underwriter, Claims and ALM events

Already have an account? Sign In Now
Join PropertyCasualty360

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.