I’m passionate about helping independent agents understand their agency’s value and make informed decisions. We do this by leveraging the data and insights that we can uncover right inside their agency. By providing hundreds of independent insurance agencies with the right insights, they have been able to leverage that data, grow their businesses and thrive.

Making a decision to buy or sell an agency without all of the information can lead to bad business decisions. Your agency is most likely one of your largest and most valuable assets. I can provide a Fair Market Valuation, financial analysis, compensation analysis and fractional CFO services for your agency. Having a plan for your agency ensures that your customers, your team, your family and you are well prepared.