Expert Insurance Agency Appraiser, M&A Transaction Advisor

APPRAISALS, SALES AND CAPITAL FINANCING SERVICES TO INSURANCE AGENCIES AND INSURANCE BROKERAGES Financial valuations for SBA 7(a) lending, transactions, corporate planning, expert witness, financial reporting, estate/gift tax planning, and strategic consulting. Buy-side and sell-side M&A transaction advisory services for clients seeking to sell or acquire an insurance agency or book of business throughout the United States. Capital financing services for acquisitions, recapitalizations and/or working capital. SBA and non-SBA conventional loans are available to clients seeking to acquire an agency or book of business or refinance existing debt while obtaining working capital. My clients represent a diverse mix of insurance distribution, administration, technology-related businesses, underwriting, and risk management: • Property/casualty retail brokers • Life/health/benefits retail brokers • Managing general agencies • Wholesale brokers • Premium finance companies • Insurance technology and related software firms • Pension, outsourcing and claims administrators • Insurance and reinsurance underwriters Mr. Hayes has 30 years of business valuation, M&A transaction advisory and expert witness testimony experience and completes hundreds of insurance agency valuations every year. Bachelor of Science degree; majors in accounting and finance and minor in economics from Jacksonville University of Jacksonville, Florida; an AACSB accredited business school founded in 1934 Certified Valuation Analyst (CVA); certified member of the National Association of Certified Valuators and Analysts (NACVA); worldwide, the CVA certification is held by only 6,500 professionals American Society of Appraisers (ASA), member NAGGL Sustaining Member Recognized Insurance Agency Valuation Expert designated by Business Brokerage Press, Inc. and regular contributor to the Business Reference Guide: The Essential Guide to Pricing Businesses and Franchises