The second episode of a five-part series on value maximization for delegated authority and wholesale broker firms. Understanding what drives value is essential, whether a firm wants to stay independent or sell externally. The value of a firm is influenced by many factors. However, there are typically a select few that will most significantly influence a firm’s value. This episode dives into the importance of systems and processes and how they can effectively drive revenue and profit.
To The Point: A MarshBerry Video Series
Value Maximization Series: Systems & Processes
November 11, 2024
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
