Helping you amplify value creation for you and your stakeholders.
At some point, every firm across the insurance broker and wealth advisory industries must consider perpetuation planning. Whether you are evaluating success planning for your leadership, transitioning ownership internally or selling your business you need an objective analysis of your options.
Determining your path forward goes beyond the standard quantitative financial analysis. To prepare and execute effective agency perpetuation planning, Brightfield Capital Management LLC Advisors really get to know you, your culture, your goals, and your objectives – your firm’s DNA.
- Understanding the Current Market Environment
- Financial Guidelines
- Debt & Equity Capital Options
- Sales Management
- Legal Issues
- Methods
- Value Considerations
Several perpetuation planning solutions are considered and, ultimately, options that best fit your needs are recommended.
- Minority Equity Partner
- Majority Equity Partner
- iCAP (Integrated Continuity Alignment Plan includes ESOP)
- Broker Formation of a Regional/National Firm
- Sell to a Strategic Buyer
- Internal Perpetuation
Brightfield Capital Management LLC believes successful perpetuation planning for an independent insurance agency or wealth management firm is a continual process without a beginning or an end. It is an ongoing discipline to continuously build and maintain an operating environment that can enable the seamless transition when that time comes.