Owner math
Book Value Calculator
Four numbers. What your book is worth today, and what it's worth in three years at current retention versus a couple of points higher.
Your book
Your book today
$144,000
Based on $72,000 in recurring annual commission, valued at 2× (industry standard for small P&C and health books).
Sample projection
At 85% retention: $X in three years. At 90%: $Y. The delta is your reinvestment budget.
Full three-year numbers plus a share-ready summary — inside.
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Current retention vs. +5% and +10%. The dollar delta each point of retention is worth to you.
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