American Association of Insurance Management Consultants

Results For Articles or Consultants

Sales - Mergers - Acquisition

Olie R. Jolstad

Olie Jolstad is an insurance expert with over 40 years of professional insurance experience in commercial and personal lines insurance claims handling, coverage analysis, managing general agent, and agent/broker procurement of insurance. Mr. Jolstad holds the Senior Claims Law Associate (SCLA) designation, as well as being a Fellow in the American College of Forensic Examiners…

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Neal Bordenave

Goodwill Enterprise And Personal In Divorce Situations

Using Goodwill to benefit you in the event of a divorce situation…link here to find out if you can do so and how….

Business Valuation Guide for Mergers and Acquisitions a Simple Insurance Question

This article was published in the January 2009 edition of the AZ CPA Journal. Mr. Underdown indicates the idea for the article arose over coffee with an attorney friend who was active in the M&A industry.

Distributing Contingency Income Fairly

If you distribute Profit Sharing monies (Contingency Income) to various people/entities within your agency/cluster/Virtual Insurance Agency you know that volume-only calculations for distribution is unfair to the most profitable entity and overly generous to those who may have high loss ratios. Read about the Fair Share Contingency Distribution Program here that calculates Profitability Relativity as well as volume relativity when distributing contingency income.

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Van Hedges

Van is currently President of Southern Insurance Consulting, where he assists insurance agencies with valuations and mergers & acquisitions. He also provides expert testimony, litigation support and coverage analysis.  In 2000, he joined the University of Mississippi faculty as Adjunct Professor of Insurance and teaches Finance 341 – “Risk Management and Insurance”.  In 2011, Van…

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Sam Patterson

The Springtree Group is a company of entrepreneurs helping entrepreneurs. We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to Agents, Brokers and support companies.

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