What would you do differently if you knew you were going to sell or merge your business with another agency in the next 10 years? This year appears to be a banner year in the employee benefits M&A world it may even surpass the 2012 record year.
There are lessons to be learned from those who have gone before us. In speaking with a number of recently acquired agencies (the past two years), they have offered insights that might benefit all of us. They indicated its not only the purchase price that matters, but also the net after-tax value.
