Focused analysis to help your agency evaluate potential acquisitions or partnerships.
Assess Opportunities
Align opportunities with your goals to determine fit, identifying and quantifying synergies.
Agency Comparison
Gathering and assessing data to achieve the most complete picture of the agency before purchasing
Informed Decision Making
Make quick informed decisions with less financial and operational disruption than a full valuation
"Every time I meet with this team, I walk away more informed and confident. Their expertise was invaluable during our acquisition analysis - the insights provided were not only eye-opening but incredibly practical and beneficial."
Beth DeLaForest Aspire Insurance Group Inc
"This team’s unmatched industry insight has helped me make smart decisions about my agency operations and potential acquisitions I've been considering along the last couple of years."
Rob Bowen Patriotic Insurance Group
"The information provided allowed us to make a solid, fiscally responsible offer during a recent acquisition. Throughout the process, we received valuable suggestions that strengthened our own agency’s valuation."
Michelle O'Connor O'Connor Insurance Associates, Inc.
