Risk Management in a Family Business

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Additional Resources

• Understand the Value of Your Insurance Brokerage Whitepaper

• Understand the Value of Your InsurTech Company Whitepaper

• Mercer Capital's Insurance Valuation Services for Financial Sponsors

• Mercer Capital's Insurance Company Services

Speaker

Lucas Parris, CFA, ASA-BV/IA

Lucas Parris leads Mercer Capital’s Insurance Industry Team, specializing in valuation and advisory services for insurance agencies, brokerages, underwriters, third-party administrators, and other industry service providers. These services include independent valuations for corporate transactions, agency perpetuation, buy-sell agreements, financial reporting, tax compliance, and buy or sell-side consulting services.