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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.  

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. 

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
And Much More

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