agency brokerage services
Our Services
Second Opinion Service
Get an Expert Opinion on the Offer You Received from a Buyer We have the expertise to help you negotiate an LOI. Our Second Opinion Service offers insight so that you can see how a buyer’s offer stacks up to the market. We will help break-down the buyer’s LOI, reconstruct a pro forma, and give […]
Valuing an Agency
We’ve negotiated with hundreds of buyers around the country, have been hired to evaluate agencies on behalf of buyers, & provided valuations to most lenders in the industry.
value an agency
Fractional CFO
A Fractional CFO offers strategic financial planning, analysis, and guidance to an agency owner at a scaled and affordable level.
Optimize an agency
Buying an Agency
Analytical tools to determine your real expected return on investment when looking at acquiring an insurance agency.
buy an agency
Selling an Agency
Our firm has regular email communication with over 10,000 agency buyers around the country, including the individuals in charge of M&A for the most active acquirers.
sell an agency
Succession Consulting Services
We have the expertise to help you transition ownership of your agency to the next generation.
Succession Plan
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