About Us

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Experts in Agency Management Initiatives

Your Partner for Progress

Founded in 2000, INEX Capital & Growth Advisors is a multi-disciplinary firm providing management consulting to the owners of insurance agencies throughout the United States. Our senior principals have participated in more than 500 perpetuation, merger, or acquisition transactions over the past two decades.

We are thought leaders and agency experts in several initiatives – from providing agency succession plans to valuation services to assisting with strategic planning and mergers and acquisitions, financial structure optimization, revenue maximization, and others to help agency owners seize opportunities that will bring current and future rewards. We also provide support in areas such as staff development and operational improvements.

The consulting arm of our company works with the management of insurance agencies and provides expert witness services and insurance coverage analysis in various insurance litigation cases.

Areas of Expertise

  • Mergers and Acquisitions
  • Deal Management
  • Insurance Agency Valuations
  • C Corporation & Personal Goodwill Analysis
  • The Agency Optimizer ProcessTM
  • Turnkey Agency Formation
  • Organizational Structure Analysis
  • Strategic Planning
  • Financial Analysis
  • Financial & Operational Reviews
  • Due Diligence Reporting
  • Management Reporting
  • Operation Improvements
  • Perpetuation Planning
  • Leadership Development
  • Cost Containment
  • Legal Support Services
  • Insurance Coverage & Risk Consulting
  • Marketing of Remote (WFH) Insurance CSRs/Account Managers via Vinsurancepro.com

Moving Your Vision Forward

As your partner, we ask what you see in your future and help you make it happen. This involves discussing your succession plans – whether internal or external – and together determining what path is right for you and your agency. We will take a deep dive into your agency and business best practices and KPIs to measure results and determine how we can help improve your operation. Our objective is to optimize the value of your agency for greater financial rewards today and when you are ready to sell.

From business strategy to customer experience and go-to-market readiness, INEX plans, designs, and delivers transformative solutions.