Reagan Consulting Opens Growth & Profitability Survey for Year-End 2014
Covers Progress of Large & Mid-Size Agencies, Brokers

Kevin Stipe:  (404) 869-2532; [email protected]

ATLANTA (January 12, 2015) — Reagan Consulting, a management consulting and merger-and-acquisition advisory firm for the insurance distribution system, launched its year-end 2014 survey of insurance agency growth and profitability.

The firm’s Organic Growth and Profitability (OGP) survey is a real-time indicator of growth and profitability results for privately held insurance agents and brokers. Approximately 140 agent/broker firms (including roughly half of the industry’s largest firms) regularly complete the survey, and there is no cost to participate. Median revenue of the firms completing the survey typically is $15 million, making it the industry’s preeminent survey of mid-size and large privately held brokers.

Reagan Consulting’s OGP survey, first conducted in 2008, measures agency financial performance in key value creation benchmarks including organic growth and profitability. The results help agents and brokers benchmark their operations in real-time.

Agencies are invited to participate. Each participating agency receives a customized, confidential report of its own financial performance compared with the survey participants at large. In addition, participants receive Reagan’s quarterly commentary highlighting industry trends impacting agents and brokers. For information about participating in the OGP survey, contact Michelle Appelbaum at (404) 233-5545 or by email to [email protected].

About Reagan Consulting: Reagan Consulting is a management consulting firm providing strategic consulting, valuation, and merger-and-acquisition (M&A) services to the independent insurance distribution system. The firm’s services for publicly owned and privately held independent insurance agents and brokers, bank-owned agencies, and other participants in the insurance distribution marketplace include: appraisals of fair market value, mergers and acquisitions advisory, ownership perpetuation planning, strategic planning facilitation, key employee compensation and equity plan design, and agency performance benchmarking.

Company information:

(404) 233-5545
[email protected]

Reagan Consulting
One Piedmont Center, Suite 500
Atlanta, Georgia 30305

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