1 / 14

Taking Your Agency & Our Distribution System to the Next Level

Taking Your Agency & Our Distribution System to the Next Level. 2013 Best Practices Study Insights. Historical Organic Growth (in net Revenue). Source 2013 Best Practices Study for agencies with revenues between $2.5M - $5M. Key Performance Benchmarks Net Revenue Growth Rates.

gur
Download Presentation

Taking Your Agency & Our Distribution System to the Next Level

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Taking Your Agency & Our Distribution System to the Next Level 2013 Best Practices Study Insights

  2. Historical Organic Growth (in net Revenue) Source 2013 Best Practices Study for agencies with revenues between $2.5M - $5M

  3. Key Performance BenchmarksNet Revenue Growth Rates

  4. Key Performance Benchmarks% of Agencies with Specialty / Niche

  5. Drive Towards Specialization Multiple of Revenue: 1.80 x Multiple of Revenue: 1.15 x

  6. Key Performance Benchmarks% of Agencies Hiring New Producers

  7. NUPP: Net UnvalidatedProducer Payroll

  8. Industry NUPP NUPP Over Time Healthy Borderline Low Potentially Unhealthy Source: Reagan Value Index

  9. Historical EBITDA Margin & Operating Margin Source 2013 Best Practices Study for agencies with revenues between $2.5M - $5M

  10. Shareholder Return on Investment What is the Rule of 20? Organic Revenue Growth Rule of 20 Score ½ EBITDA Margin = + • Provides a tool to benchmark agency performance • Helps frame the trade-off between growth and profitability Benchmarks shown are from the 2013 Best Practices Study for Agencies with Revenue between $2,500,000 and $5,000,000

  11. Key Performance Benchmarks% of Agencies Belonging to Franchise, Cluster, Aggregator Group, Alliance or Network

  12. Why they joined a Franchise, Alliance, Network • Other • (in order of frequency) • Collaboration with other agents • Sharing ideas & info • Networking • Association w/quality agents • Maximize Revenue • Perpetuation Planning

  13. Key Challenges(in order of frequency mentioned) • Recruiting, Developing & Retaining New Talent • Production • Service • Leadership • Maintaining Sustained Growth • Controlling Expenses/Maintaining Good Profitability • Leveraging Technology • Perpetuating the Agency

  14. Shirley Lukens Reagan Consulting 1 Piedmont Center, Suite 500 Atlanta, GA 30305 (404) 869-2539 www.reaganconsulting.com

More Related