Types of Businesses Included in This Toolkit:

• Financial Advisory
• Insurance Brokerage

Appraisal Methods:

• Income Capitalization Method - Current capitalization rate based on the current share prices of 8 publicly-traded companies engaged in financial advisory and insurance brokerage businesses.
• Market Transaction Method - Summary of transaction multiples based on 43 recent acquisitions of financial advisory and insurance brokerage businsses
• Comparable Public Companies - Valuation multiples of 8 publicly-traded financial advisory and insurance brokerage businesses
• Net Asset Value - Develops a valuation for the business based on the book value of the company's assets and liabilities

Additional Resources Included:

• Instructions - Detailed instructions for applying each of the included appraisal methods
• Calculations Summary - A summary of all calculations provided on a single page in an easy-to-follow format
• Acquisition Roster - Listing of acquisitions of financial advisory businesses that occurred between 2006 and 2010

Report Format: Adobe Portable Document Format (PDF); Adobe Reader required for viewing

Date of Most Recent Toolkit Update: 9/22/2011