Consulting Services

• Agency Sales - Mergers - Acquisitions
• Agency Appraisals
• Acquisition Search Process
• Maximum Value Preparation
• Strategic Planning - Budgeting
• Agency Management - Organizational Structure
• General Agency Consulting

Advisory Services

• Profitability Analysis
• Acquisition "Due Diligence Process"
• Resource for agency financing
• Insurance Carrier Contractual Agreements
• Assistance in establishing a new independent insurance agency
• Resource for insurance company markets to independent insurance agents
• Identify insurance companies for sale or provide assistance
with various resources in establishing a new insurance company