Working With You To:
Acquisitions / Exit Strategies
Offering you and your leadership premier services in:
... and more
Working with you and your team to:
Evaluate your agency’s work flow to ensure optimal operating efficiencies, to enhance the company’s value.
Examine your books and records so that potential agency purchasers due diligence do not reveal matters that lessen your company’s desirability as an acquisition partner or the value of the company.
Review potential claims and advocate with underwriters to reduce the agency’s potential liability.
Engage and work with qualified accountants to review financial records and to re-state profit and loss statements and other financial statements in accordance with industry standard guidelines so that agency owners can properly value and price their agency to potential acquisition partners.
Work with agency owners and potential acquisition partners to properly price the agency based on past financial performance, policy and closing counts, owner’s continuing engagement with the company, and operational, underwriting and legal risk factors.
Assist agency owners through the negotiation and memorializing of an acquisition agreement and the closing of the sale of the agency, and with the transition of the management and leadership of the agency if that is part of the succession plan.