Image by Vladimir Kudinov

Services

MERGERS & 
ACQUISITIONS/INVESTMENT BANKING INTERMEDIARY

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. 

We can also market directly on your behalf...presenting you to both potential suitors or targets. 

INSURANCE AGENCY VALUATIONS/ PERSONAL GOODWILL EVALUATIONS

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
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Organizational Structure analysis
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Financial Analysis
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Producer Recruitment
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Financial & Operational Reviews
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Due Diligence Reporting
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Management Reporting
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Perpetuation Planning
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Operation Improvements
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Leadership Development
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Cost Containment
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Expert Witness Services
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Insurance Coverage & Risk Consulting
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