Financial valuations for SBA 7(a) lending, transactions, corporate planning, expert witness, financial reporting, estate/gift tax planning, and strategic consulting.

Buy-side and sell-side M&A transaction advisory services for clients seeking to sell or acquire an insurance agency or book of business throughout the United States.

Capital financing services for acquisitions, recapitalizations and/or working capital.  SBA and non-SBA conventional loans are available to clients seeking to acquire an agency or book of business or refinance existing debt while obtaining working capital.  

My clients represent a diverse mix of insurance distribution, administration, technology-related businesses, underwriting, and risk management:

  • Property/casualty retail brokers
  • Life/health/benefits retail brokers
  • Managing general agencies
  • Wholesale brokers
  • Premium finance companies
  • Insurance technology and related software firms
  • Pension, outsourcing and claims administrators
  • Insurance and reinsurance underwriters

Agency M&A, Valuation and Capital Services Offered

  • Sale of insurance agency or insurance brokerage
  • SBA 7(a) loans
  • Divestiture of insurance book of business
  • Debt and equity capital
  • Deal structuring
  • Shareholder buy-in/buy-out
  • Management buy-in/buy-out
  • Buy/sell agreements
  • ESOPs
  • Fairness opinions
  • Estate and gift taxes
  • Business succession planning
  • Management performance analysis
  • Value enhancement consulting
  • Strategic planning
  • Corporate reorganizations and restructurings
  • Business plans/projections
  • Compensation studies
  • Marital dissolution
  • Shareholder suits
  • Commercial litigation
  • IRS litigation
  • Lost profits/economic damages
  • Intellectual property rights infringement and reasonable royalty rates

Regardless of your particular need for M&A, valuation or capital services, we are here to help with all of the above and are only a phone call away.  I will be happy to personally answer any questions you have regarding data/documentation requirements, timeline, fees, or my professional background and expertise in valuation, M&A and capital services for insurance agencies and brokerages.  Once we have discussed and clarified your specific need for my services, I will then be able to verbally quote you a fee, which I will then submit to you in the form of a signed written agreement.

Bear in mind that if you anticipate the need for my services in the near future, the professional financial valuation or sale of a privately-held insurance agency or brokerage does not happen overnight.  It is a labor and time intensive process that involves the gathering of a significant amount of financial data and other key information on your agency, which is critical to providing you with an exceptionally high quality work product and result that is precisely what you require, while delivering in a timely manner.  I look forward to working with you and learning about your unique insurance agency and need for my services.  Thank you.