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Insurance and Financial Services Businesses: Philo Smith

A Leading Investment Firm Specializing
in Insurance and Financial Services Businesses

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Valuations Group



PhiloSmith - Financial Advisor
 
For over forty years, The Philo Smith & Co. Valuations group has been a leading provider of quality, independent third-party valuations. The group's expertise includes the valuation of property casualty companies, life and health companies, retail insurance agents, wholesalers, MGAs, MGUs as well as other insurance service providers, and financial service companies. Philo Smith & Co. offers a variety of products and services tailored to meet the unique needs of it's clients including:





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if you have
a valuation project or would like additional information
on one of these valuable services
we offer
The Purchase and Sale of Insurance Businesses
When deciding whether to acquire an insurance operation, or perhaps pursue the sale of one, Philo Smith & Co. can provide the analysis needed for you to make a confident and informed decision. By looking at how the public market values comparable companies, and what comparable companies have sold for in the current market, we can help make you better prepared to make the decisions that maximize value.

Divestitures and Shareholder Buyouts
Need to know how changes to your corporate structure will affect the value of your operations? Philo Smith & Co. can show you what to expect from divestitures and spin-offs, shareholder buyouts and demutualizations, and other changes to the structure of your organization that have a direct impact on its value.

Buy-sell Agreements
Know the value of your existing buy-sell agreements, or identify perceived values before you enter into a new agreement. Philo Smith & Co. offers its considerable experience to identify, quantify, and protect your interests in a buy-sell agreement.

Strategic Planning
Thinking about entering or exiting a line of business? Interested in pursuing a marketing partnership? Philo Smith & Co. can help you measure the value of strategic alternatives, including affiliations, partnerships, and business combinations, as well as new business initiatives and operational techniques.



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