Valuation Resources

Title Abstract, Search, and Insurance Companies

SIC 6541 & 6361 | NAICS 541191 & 524127

The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more.

Select from the following sections or scroll below to view available resources:
  • Industry Analysis, Trends, Statistics, and Forecasts
  • Financial Statements and Financial Ratios
  • Compensation and Salary Surveys
  • Business Valuation Resources

For guides to other industries, see our index of over 400 industries.

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Industry Analysis, Trends, Statistics, and Forecasts

Conveyancing Services / Title Abstract & Search  (view report)
Title Insurance Companies  (view report)

Comprehensive research reports provide in-depth industry analysis and five-year growth forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Topics addressed in the reports include:

  • Market size, product segments, and major markets
  • Key statistics, market trends, and external drivers
  • Operating conditions and current performance
  • Competitive landscape and environment
  • Major company profiles and market shares
  • Five-year outlook and revenue forecast

October Research, LLC
Voice of the Title Agent
Annual publication summarizes the results of a nationwide survey of agents employed by small, medium, and national firms, with topics covered including business opportunities and concerns, operations and processes, underwriter relationships, and more. Publication can be downloaded and viewed online with registration.

Publications available from this trade association include:

Title News
Monthly trade magazine features news and information for title abstract, search, and insurance professionals, with contents including in-depth articles addressing economic, business, technology, and regulatory issues which affect the profession. Current and prior digital editions can be viewed free online.

Title Insurance: An Overview
Introductory publication provides an overview of the industry, with topics covered including types and costs of insurance, what is involved in the search process, how various parties benefit from insurance, purpose of the secondary mortgage market, and regulatory environment. Publication can be viewed free online.

Title Insurance Report & Stats
Annual report, which is published as a joint venture with A.M. Best, provides a close-up look at the industry, with topics covered including national economic trends, industry and real estate economics, rate regulation, profitability, and loss experience. Report can be purchased at no cost from the online store.

A.M. Best Company, Inc.
Industry Fundamentals
Fundamentals section provides an overview of the title assurance business, with topics covered including history and purpose, rate regulation, economics, investment income characteristics, profitability, loss experience, and reserving characteristics. All information can be viewed free online.

More Resources »
Financial Statements and Financial Ratios

Industry Financial Ratios
Title Abstract, Search, and Insurance Companies  Search for "title"

Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level including:

  • Income and expenses in dollars and percentages
  • Balance sheets in dollars and percentages
  • Profitability and return on investment ratios
  • Liquidity and working capital ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios

Information resources available from this trade association include:

Abstractor and Title Agent Operations Survey
Annual survey provides financial and operating performance statistics for participating member companies, with information provided including type of company, operating characteristics, gross revenue, revenue by orders received, operating expenses, expenses per order, number of FTE employees, and payroll expense.

Industry Financial Data
Financial data available in this section includes aggregate and individual company financial reports on a quarterly and year-to-date basis for national and regional underwriters, and quarterly and year-to-date market share data by company on a national and state level. All information can be viewed free online.

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Compensation and Salary Surveys

U.S. Bureau of Labor Statistics
Occupational Employment and Wages - Title Examiners, Abstractors, and Searchers
Annual employment and wage survey provides hourly and annual wage data for the above occupations on a national, state, and metropolitan area basis, with statistical measures for national wage data including mean, median, upper/lower quartiles, and upper/lower deciles. All information is available free online.

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Business Valuation Resources

October Research, LLC
Information resources available from this organization include:

Business Valuation: Prepare Now for a Successful Future
Webinar provides insights on how to optimize an title insurance agency's value, with topics covered including basic fundamentals that significantly impact value, ways to preserve and enhance an agency's value, and best practices for selling a company. Sample audio excerpt from the CD is available online.

What is Your Agency Worth?
Discussion topics covered in this audio presentation include valuing a title insurance agency, factors that increase or decrease the value of an agency, types of buyers, preparing an agency for sale, and negotiating tips for getting the best price. Sample audio excerpt from the CD is available online.

Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data

Interactive database provides detailed transaction data for over 38,000 private and public companies sold for prices ranging from under $250,000 to over $500,000,000, with valuation measures provided including market value of invested capital as a multiple of revenue, gross profit, EBIT, EBITDA, SDE, and book value of invested capital. User guide, free webinar, and sample reports are available online.

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Related Industries:
Commercial Banks and Savings Institutions
Mortgage Banking | Mortgage Brokers
Realtors and Real Estate Agents and Brokers
Real Estate Appraisers


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