Comment évaluer, acquérir ou vendre un portefeuille de courtage d'assurances?
Work detail
Comment évaluer, acquérir ou vendre un portefeuille de courtage d'assurances? is a practical guide published in 1999 by Editions Argus Assurances. Authored by Decker Dominique, the book walks readers through the process of assessing the value of an insurance brokerage portfolio, negotiating acquisitions, structuring sales, and handling post‑transaction integration. It combines regulatory insights, valuation methodologies, real‑world case studies, and market trends to help professionals make informed decisions in a competitive market. Though the text is rooted in the French regulatory environment of the late 1990s, many of the principles remain relevant for modern practitioners seeking to understand the financial and operational drivers of brokerage firms. The work is intended for brokers, consultants, advisors, and other professionals who need a clear, step‑by‑step framework for evaluating portfolios and managing transactions.
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- Open Author
Decker Dominique
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