Hello and we are thrilled you are here on the website and reading this material…..I hope you are well and I hope the information provided here is helpful to you. More importantly, I hope this material provides you wityh a sense of confort and security allowing you to feel good about reach ing out to us.
We would be most happyto aid you in the journey of valuation and perpetuation of your agency.
I would be happy to address your agency’s valuation and putting together a plan in that regard.
We can talk of timing, various options, financial models and comparisons with other agencies of like kind.
I am hoping to be viewed by you….as a valuable resource and serve as a facilitator to you personally. My nature is to work with precision and leave zero room for error. The responsibility of being entrusted with a business owner’s primary valuable asset is a job
that I take most seriously. My motto is simple, you only have one opportunity to sell; accordingly, we need to get it right all the time, every time, every step of the way.
I am happy to meet with you soon. Let me know what works for you, I am open to working around your schedule.