This list includes individuals and firms offering insurance consulting services for insurance agencies including acquisitions, operations and management consulting.
INEX specializes in buying and selling Insurance Agencies. Our senior principals have participated in over 150 perpetuation, merger and acquisition (M&A) transactions over the past two decades. Staff professional designations include Chartere ...
Why hire our firm to help you sell your independent insurance brokerage:
1. We are trained and experienced merger & acquisition advisors. We’re not insurance agents. We’re not ope ...
Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our services include: Strategic Planning, Agency Compensation, Valuations, Mergers & Acquisitions, Perpetuation Planning, ...
OPTIS & Partners is an investment banking and financial consulting firm providing expert services to the insurance distribution industry. Based in Chicago, IL, OPTIS Partners consists of a small group of highly skilled insurance and finance professiona ...
TMR offers a variety of services to Independent Insurance agencies. Specializing in Valuations and Sales and Management Consulting for Insurance Agencies, Total Management Resources (TMR) has been in existence for 17 years. Total Management Resources o ...
We have been providing strategic planning services for over 30 years. We help the client execute the plan with our tactical divisions. We provide acquisition prospecting services along with a full menu of unbundled services for the M&A process.