Asurix — Internal Tool

Step 1 of 5

Broker details

Enter the broker's contact and business information from the Formspree email.

First name

Last name

Business name

Location

Email

Phone

Age band

Shareholders

Network

Premises

BMS

Active clients

GWP — £

Staff

Prepared by (your name)

Step 2 of 5

Financial information

Enter the broker's financial figures from the Formspree email.

Commission income (last 12 months) — £

Fee income (last 12 months) — £

Total annual income

£0

Salary costs — £

Fixed costs — £

Total salary paid to owner(s) — £

Include salary, dividends and pension contributions.

Total annual costs

£0

Estimated profit

£0

Step 3 of 5

Quality indicators

Select the answers from the Formspree email.

Client retention rate

Largest single client's share of income

Revenue growth trend (last 3 years)

Key person dependency

Systems & processes

Type of business written

CommercialPersonal

Approximate split — commercial %

Step 4 of 5

Financials & compliance

Select the answers from the Formspree email.

Financial records

FCA authorisation

Compliance record

Step 5 of 5 — Results

Valuation results

Review the results, add your advisor comments, then generate the PDF report.

Indicative valuation range

—

Total income

—

Total costs

—

Estimated profit

—

Sale Readiness Score

0%

Potential uplift with Asurix support

—

Indicative only — based on current sale readiness score.

Factors which could be improved to drive valuation

Advisor comments

These will appear in the generated report.

ⓘ This valuation is indicative only, based on standard UK insurance broker M&A market multiples applied to reported earnings.