Our firm has regular email communication with over 6,000 agency buyers around the country, including the individuals in charge of M&A for the most active acquirers. We run a confidential, controlled auction to drive multiple offers in a short window of time. In order to achieve this, we create a highly effective Confidential Information Memorandum (“CIM”), also known as a pitch book, that delivers in-depth information that buyers are looking for in an accurate and concise format. Each year, our firm is involved in over 30 agency sale transactions and evaluates more than 120 agencies nationwide, which rank us in the top few agency M&A advisors in the country. We have the contacts, the processes and experience to deliver results.
The benefits to our clients
Our goal is to help you maximize the value of your agency. If you are looking to sell your agency now or in the near future, we’ll even offer you a free, comprehensive valuation report (a $2k to $5k value). And when you are ready to sell, our professional process will deliver the best results in the industry.
From start to finish, our clients have full access to our team of experienced and trained professionals. We work side-by-side with you every step of the way.
Call today and put our expertise to work.