Experienced, Trusted, and Conflict-Free M&A Guidance

We provide a high level of personal service to owners. We listen closely to each owner to help determine what their ideal destination looks like in terms of fully realizing the value in the business they’ve built, taking into account their financial, professional, and personal goals.

We guide owners on the best route to that destination. With years of experience working on the buy-side of M&A, we understand how buyers value businesses and the characteristics of various buyer types.

This enables us to craft an M&A strategy to maximize the value of each client’s business. Having worked for an insurance agency, we understand the nuances of owning and operating one, so we work with owners to select a route that benefits everyone—owners, employees and clients.

Throughout the journey, we function as a trusted partner to owners. We work hand-in-hand with them to navigate the entire process, from valuation to buyer review and selection to negotiation and closing. Because we don’t work for or accept gratuities from buy-side firms, our interests are perfectly aligned with our clients and our advice is completely conflict free.

As a result, owners arrive at the right option at the right valuation at the right time and for the right reasons.  And they begin writing the next chapter in their lives.