insurance Consulting

 


Goal Setting/Strategic Planning/Execution of the Process.

Sell/Buy-Side Representation.


Agency Appraisals & Valuations


Merger and Acquisition Partner Identification & Introduction.

Due-Diligence.

Structuring Offers/Counter-Offers.

Arranging Financing (As needed).

Drafting/Reviewing and Finalizing Purchase Agreement.

Preparation/Execution of Final Closing Documents.

Integration of Acquired Agency. 

Mergers and Acquisitions