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.

Consultation Request

If you are interested in Consulting please submit your information and you will be reached by our team.