We are a rapidly growing family-owned and operated Independent Financial Practice headquartered in Washington DC, but serving clients across the country. Highly concentrated in the following states: DC/MD/VA/PA/FL/IL/CA/NY. We are looking to acquire either a P&C Book of Business (mostly commercial is preferred), an Employee Benefits Book of Business (Mostly group preferred) OR BOTH! And if you have staff supporting your practice, we would welcome the chance to retain them.
IF YOU ARE LOOKING TO SELL - We want to talk!
We have developed a significant digital growth engine, are highly capitalized and welcome the opportunity to see if we are a fit to buy your business!