Valuation

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Valuation

BUSINESS VALUATION ADVISORY SERVICES

With considerable experience in mergers and acquisitions, coupled with proprietary data and a pulse on current market conditions and trends, Treadway gives you the most accurate and ‘real world’ valuations.

Driven by a keen understanding of economic and profit indicators, along with sophisticated deal multiples, the science of valuation is comprehensive. Combined with Treadway’s market awareness, industry knowledge and experience in the assessment of internal agency-specific risk, you get the art of valuations. You deserve a comprehensive valuation.

Treadway Valuation Services & Solutions include:

Conclusion of Value

Full firm valuations are essential for a wide variety of agency functions and transactions, including internal stock transfers, equity-related compensation plans, employee stock ownership plans (ESOPs), valuations for estate tax determination, corporate performance evaluation, mergers and acquisitions and perpetuation planning

With more than ten certified valuation analysts on staff and more than 3,100 valuations completed as a firm, MarshBerry’s team of valuation consultants can create a valuation that ensures you’re using the right elements to provide an accurate view of the value of your firm.

Calculation of Value

Gain a general understanding of the valuation of an insurance agency or brokerage during the initial stages of perpetuation planning, assessing an offer received from a buyer or any situation in which preliminary valuation will identify whether further review is necessary.

Personal Goodwill Valuation

This option is geared to C corporations that are in the process of selling to a third party, and the value of the entity is primarily related to key persons (owner(s) who founded the corporation and/or have large books of business) rather than the business unit.

Intangible Asset Valuation

Helps a buyer understand the financial implications of an acquisition on its financial statements. The valuation provides the fair value of assets to be booked.

WHY CHOOSE TREADWAY FOR YOUR VALUATION NEEDS?

Opting for Treadway means selecting a strategic partner dedicated to your success. Our extensive industry experience makes us an unparalleled choice for valuation services.

The Treadway team provides continued support and guidance, ensuring your firm’s success beyond the valuation phase. Experience sustainable growth and enhanced business value with Treadway.
Reach out to Treadway today to discover how our valuation services can elevate your business value and strategic decision-making.