in Every Decision

From Independent Insurance Agency Valuation to Fractional CFO Services, we provide the insights you need to maximize your independent agency’s value.

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Understand
Your Numbers
Drive Agency
Growth
Leverage Data
Insights
Your Agency is Our Focus
Benchmarking ArrowFinancial Managment arrowAcquistion Analysis arrowValuation arrow
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CFO ServicesPerpetiation Planning arrowcompensation analysis arrowBook Review arrow
Years of Experience

62+

States Served

49

Clients

732+

Fractional CFO

35

Something For Your Every Need

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Fair Market Valuation

Gain an objective, data-driven perspective on their business health and future potential
Understand Your Value

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Fractional CFO

Expert financial management aligning agency operations & strategic growth
Turn Insights Into Strategy

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Benchmarking

Using industry data to uncover insights and tools for improved performance and growth.
Know Where You Stand

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Acquisition Analysis

Analysis that helps agencies evaluate potential acquisitions or partnerships
Assess the Fit Pre-Acquisition

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Perpetuation Plan

Protect your agency's future value by building a plan for ownership transfer
Plan for the Future

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Compensation Analysis

Optimize pay structures to retain top talent, maximize profitability & productivity
Drive Productivity & Talent Retention

More Ways We Can Help