Our services

Succession Consulting Services

We have the expertise to help you transition ownership of your agency to the next generation.

Roughly two-thirds of independent agencies “plan” to transition ownership internally yet most do not actually have a plan nor know where to turn for assistance. Executing an internal succession requires a business valuation, financial modeling, tax consulting, the preparation of legal documents, and, most importantly, an intermediary to facilitate discussions between the owner(s) and successor(s).

Why Work with Our Firm to Develop Your Succession Plan?

• We will assess the feasibility and value gap of different perpetuation options.
• We will facilitate discussions to ascertain the expectations of parties to the succession plan.
• We will model different transaction structures for your succession plan.
• We will help you execute your succession plan, including coordinating with other 3rd party advisors.

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