Solutions
Fair Market Valuation
Gain an objective, data-driven perspective on their business health and future potential
Benchmarking
Using industry data to uncover insights and tools for improved performance and growth
Fractional CFO
Expert financial management aligning agency operations & strategic growth
Perpetuation Planning
Protect your agency's future value by building a plan for ownership transfer
Acquisition Analysis
Analysis that helps agencies evaluate potential acquisitions or partnerships
Compensation Analysis
Optimize pay structures to retain top talent, maximize profitability & productivity
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Solutions // Agency Benchmarking
Know Where You Stand
Gain insights into how your agency measures up and make confident, data-driven decisions for ongoing growth.
Know Your Standing
Understand how your agency compares to industry standards
Identify Opportunities
Pinpoint areas of weakness and uncover opportunities for improvement
Strategic Planning
Use actionable insights to inform decisions and shape long-term strategies
"This team has provided us amazing feedback, including great steps to move forward and continue to be successful."
Ashley Mastowski
First Choice Insurance Group
"Thanks to them, we now have a comprehensive understanding of our agency's value and can confidently make strategic decisions."
Darren Vermost
Vermost Insurance
"An absolute game-changer for insurance agencies looking to navigate their business by better using financial data.".
Charles McDade
McDade Insurance Brokerage Group, LLC
