We can provide valuation and merger & acquisition services to the networks and to their members.
Our advisory services cover:
(1) Insurance agency valuations
(2) Insurance agency sale brokerage
(3) Merger and acquisition consulting
(4) Due diligence and financing assistance
Our ideal client is an agency owner looking to sell within the next 3-5 years. By working with the owner and developing an exit strategy, we can help the owner yield a significantly higher return on their investment.