Our Services

Sell-Side Advisory

Experience:

The only decision more difficult than deciding to sell your business is choosing whom will represent you. Our broad set of experience, including scratch starting and selling two successful Program Administration firms, leading M&A for a large insurance distribution company and long-term commitment to planning and corporate readiness, provides our team with a unique perspective to maximize the value of your firm while reducing the stresses associated with selling your business.

Our Process Includes:

• Initial Consultation to Determine your Objectives
• Review of Current Business Practices to Determine Corporate Readiness for a Sale Process
• Propose Fee Schedule based on Readiness and Sale Outcome. Typical fee ranges from 3-5% of total sale price (including earnouts), depending on the extent of consultation required to prepare the Confidential Information Memorandum (CIM) and deal size
• Discussing your Options as a Seller
• Determining the Market Value Range of your Firm
• Preparing & Marketing Your Firm to Potential Buyers using CIM
• Negotiating Terms of the Deal
• Navigating the Due Diligence and Closing Processes
• Regular Follow Up Post-Sale to Help You Comply with All Terms and Conditions

Valuations

Our Process Includes:

• Collecting and Analyzing Financial & Book of Business Data
• Creating Pro Forma & Financial Projections
• Analyzing the Current Operations & Best Practices from Similar Agencies
• Determining the Market Value of the Agency
• Providing a Valuation Report Showing the Results of our Analysis

Management Consulting

• Strategic Planning
• Sales and Marketing Plans
• Talent Acquisition
• Compensation Plans