Agency Book Sales Solutions

PF

Planning & Solutions
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Your Agent

 

Supported by a team of professionals including aquisitions specialists, tax advisors and portfolio/book specialists, your agent will work with you to make the right decisions and create a plan that is right for you.

Talk to us today!

Talk to us today and get started on your short-term and long-term agency plans. We are ready to help by meeting with you one-on-one, face-to-face.

Having A Plan is Important.

 

We Are Your Solution. 

 

Let Us Help You.

Advice You Can Trust

 

We understand that everyone’s agency perpetuation plans are unique. That is why we can help simplify your plans around your needs and goals.

 

and...WE CHARGE NO FEES!

Solutions

 

We have options that include obtaining all of your equity and remaining with the agency as a manager or producer or exiting the business to pursue other interests. Whatever your needs, we have unique ways of meeting all of your needs for yourself, your clients and your staff.

 

Your Needs & Goals

Whatever your goals, we can develop flexible deal structures to meet them. Unlike many other insurance agency acquirers in the market today, we are committed to preserving the relationships and culture of your agency. To us, these are the things that make your agency the most valuable.

A plan that's easy-to-understand and created just for you.

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