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, Workflows, Marketing & Retention Plans, Underwriting Profitability,Expert Witness Testimony, and General Consulting Services. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency.
|Category||Sales & Management Consulting|
Designations include: Certified Public Accountant (CPA), Certified Insurance Counselor (CIC), Professional in Human Resources (PHR).
Author of Maximizing Agency Value: A Guide for Buying, Selling and Perpetuating Insurance Agencies.
Author of Managing Human Resources in an Insurance Agency.
Frequent contributor to multiple state and national insurance publications.
National faculty member of the Society of Certified Insurance Counselors.
Mergers and Acquisitions,