Services for Insurance Agency Owners

Make Smart Decisions, Faster

We help insurance agency owners navigate through periods of uncertainty. Finding the time for all your clients, staff, and expanding your book is hard enough. I've got the finance, forecasting, valuation, and planning tools to help you make smart decisions faster. 


We form deep partnerships with our clients.  A typical relationship consists of the following:

  • Initial Valuation
  • Assessment (30-60 days)
  • Recommendations
  • Planning/Budgetting (30 days)
  • Ongoing, Bi-Monthly Review
    • Profit/Loss Review
    • Milestone Assessment/Reset
    • Improvement Recommendations

We also work on a project basis for shorter-term needs as it makes sense for our clients. 


  • Valuations
  • Negotiations
  • Revenue Growth
  • Profit Improvement
  • Forecasting
  • Financial Analysis 
  • Financing
  • Strategic Planning
  • Buy/Sell Evaluation
  • Maximizing the Value of Your Business