Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Lunch/Brunch Conversation: How to Value an Insurance Brokerage

  • Wednesday, August 12, 2015
  • 1:00 PM - 1:45 PM
  • FSP Members only - Register Online

Lunch/Brunch Conversation: How to Value an Insurance Brokerage

Speaker: Lucas Parris CFA, ASA

Sections Newsletter author Lucas Parris, CFA, ASA, drawing from his article in the July 2015 Business & Compensation Planning Section newsletter, will discuss why it is important for insurance brokerage owners to have an idea of what their business is worth. Otherwise opportunities for successful liquidity events may be missed or estate planning could be incorrectly implemented based on misunderstandings about value. In addition, understanding how insurance agencies and brokerages are actually valued may help owners understand how to increase the value of their business and maximize their return when it comes time to sell.


Business & Compensation Planning
Estate Planning 
Financial Planning
Leadership and Management 
Retirement Counseling

FSP Members only - Register Online

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

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