If you are looking to become an insurance agent, find an acquisition, or interested in selling your current agency, Consulting is recommended.
- As a client you will have help with:
- Finding available quality agencies that match your needs
- Guiding due diligence on Proformas
- Assisting in the negotiation process of purchasing an agency
- Getting approved by a bank using established relationships with top lenders
- Assisting in entire financing process from start to closing
- Expert guiding on SBA lending
- Assisting in corporate compliance
- Walking you through your package and approval with an insurance company
- Assisting you with the Letter of Intent as well as non-disclosure and confidentiality agreements
- Finding a qualified buyer for your agency if you are selling.
- Having an experienced M&A Attorney and CPA on your team.
- Helping you and your attorney with the Asset Purchase Agreement for closing
- Guidance with Business Plan
- Guidance with Handbook and Procedure Manuel
- Office setup
- Setting up the latest effective technology to make training efficient
- Education on complaint internal bookkeeping
- 6 months of consulting after the deal is closed to get you going in the right direction with systems and process.
