How we work:
Here’s what we will do with and for you when you are ready: We will take you through my Maximized Agency Value™ Process, which consists of 5 steps:

Step 1. Conduct a Professional Market Valuation of your book of business and present various payout scenarios. Present you with the number and explain how we got to it.

Step 2. Increase Value: We will share and help you position your agency in ways that increase its value to potential buyers. There are small things that can be done, that can go a long way toward achieving this. Packaging and presentation are key when maximizing an agency’s value and ultimately the price that you receive at sale.

Step 3. Qualify the Buyer Financially: Once we have an acceptable price, we then establish the terms, based on your needs and comfort level.
We then deliver a “Maximum Market Offer” from a qualified buyer(s) that meets or exceeds your expectations.

Step 4. Qualify the Buyer Culturally: We help you team up with a Complementing Entity to sell your business — “your baby,” your retirement vehicle — to a firm that will maximize the continuation of your values with your employees and customers after the sale.

Step 5. Qualify the Buyer for Maximized Personal Traits: These traits include integrity, empathy, humility, honesty, respect for others, and an overall sense of gratitude. Bottom line:  We want to sell the agency to a “Good Person.” This is one of the most important steps and often the most overlooked element of a deal.

These Maximized Personal Traits are important to us. If integrity, empathy, humility, honesty, respect and gratitude are important to you, and you want them as an integral parts of your deal and the ongoing experience of your employees and customers, then we look forward to hearing from you.