We are experienced and successful in P&C insurance agency mergers and acquisitions in New England.

If you anticipate selling your agency any time soon, now is the time to get prepared and begin the process. An objective valuation of your book of business and operation is an absolutely critical first step. We would be happy to provide you with a valuation for your firm based on your particular operational profitability and compare the results with real-life and recent transactions in today’s marketplace.

We have participated in many agency valuations, brokered many deals, and come highly recommended by respected individuals in the New England insurance industry.

If you would like to have a confidential conversation with me concerning your agency valuation and perpetuation plan, you are invited to call us at 617.312.5655.

We look forward to your call.