MarshBerry FocalPoint Webinar: Does Value Matter?

March 31, 2022
1:00 - 1:45 PM ET

For most agency principals, the largest asset in their portfolio is their equity in the firm. Many principals will guess or estimate the value of their agency by piecing together published data or using rules of thumb. The estimation will be inherently flawed as no two firms are the same. As an executive and owner, you have the ability to directly influence the value of the agency. Yet, few focus on value enhancement strategies on a continual basis. This session will review factors affecting value throughout the year and key changes to implement to enhance value.

Presented by James Graham, MarshBerry Vice President, Financial Advisory

James Graham joined MarshBerry in 2015 and is a member of MarshBerry’s Financial Advisory team in its Dana Point, California office. James’ expertise includes merger and acquisition advisory, capital raising, business valuation, perpetuation & succession planning, and strategic planning. James provides his clients with customized financial & capital strategies to help them accomplish their goals. He is also a facilitator for MarshBerry’s Connect Network and actively publishes articles relevant to the insurance distribution marketplace.


Phone: 949.272.0351

For questions about this webinar, contact