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Insurance Broker Acquisitions: Contingent Considerations & Commissions

If you’re considering or already in the process of acquiring an insurance broker, you’ll want to read the latest article by Brian Gore, Rebecca Nelson, and Jagesh Shah of Duff & Phelps, a national financial advisory and investment banking firm.

They provide tips on determining the fair value of contingent commission agreements in accounting treatments. Having an adequate understanding of contingent considerations, which are paid to sellers (contingent purchase price), and contingent commissions is crucial in assessing financial implications and in applying standard purchase accounting.

Read the full article.

This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.