Strategic & Operational Advisory

Making your agency increase commission and contingency revenues, while also increasing net profit.

We look at all aspects of your business with respect to maximizing its valuation and operational efficiencies.  So, what happens before a sale process is contemplated?

We will guide and assist you as follows:

  • Perform a pricing and valuation exercise through creating an adjusted Pro-forma
  • Properly Monetizing your book of business. 
  • Ensure the agency owns its entire “book” so that producers cannot walk away with agency clients
  • Evaluate proper headcount
  • Analyze commission structure with all agency producers and Customer Service Representatives (CSRs)
  • Best practices and provide back office functionality for the new organization 
  • Evaluate carrier relationships and their commission rates to the agency versus industry norms