
Services

MERGERS AND
ACQUISITIONS
Whether you are looking to buy, or be bought, our extensive experience and long list of successful transactions bring you the competitive edge to ensure you don't leave value on the negotiation table.
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INSURANCE AGENCY VALUATIONS
There are a number of ways one can value an agency, we can help provide Opinions of Value pricing your organization using the proper methodology and reaching a greater pool of buyers.
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THE AGENCY OPTIMIZER PROCESS™
A multi step process designed to elevate your agency into a high performing asset. This process was crafted to guide independent agency owners in optimizing the value of their organization, enhancing both financial and emotional rewards.
Additional Services
Bank & Credit Union Insurance Program Development
Strategic Planning

Due Diligence Reporting

Operation Improvements

Organizational Structure analysis

Financial Analysis

Management Reporting

Leadership Development

Producer Recruitment

Financial & Operational Reviews

Perpetuation Planning

Cost Containment

Expert Witness Services

Insurance Coverage & Risk Consulting

And Much More

