optperform.com
OptPerform Consulting l Insurance Agency Planning
http://www.optperform.com//consulting/planning.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. The key component to maximizing an agencys value is to have a solid business plan that is actively used by the agency. For the plan to be successful, the employees of the agency must be committed to the plan. Making sure that the employees personal goals are in alignment with the goals of the agency will increase the agencys chances of achieving its goals.
optperform.com
OptPerform Buying and Selling l Insurance Agency Mergers
http://www.optperform.com//buying-selling/mergers.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. Agencies considering merging can retain Optimum Performance Solutions to structure the deal, address critical issues AND serve as a negotiations facilitator to develop a Memorandum of Understanding. Your attorneys and CPAs can then use the Memorandum as a blueprint to finalize the necessary documentation.
optperform.com
OptPerform Consulting l Insurance Agency Mergers
http://www.optperform.com/consulting/mergers.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. Every agency is unique and combining two agencies can be a challenge. No two mergers are alike, and as a result, each deal must be uniquely structured so that the resulting agency is stronger than the agencies entering into the merger. Questions surrounding percentage of stock ownership, owner compensation, and management authority and responsibility must be addressed.
optperform.com
OptPerform Consulting l Insurance Agency Marketing
http://www.optperform.com/consulting/marketing-production.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. In today's insurance environment, specific marketing and production plans are critical to the short and long term success of an agency. Any marketing program must be tailored to your specific agency in order to maximize your growth opportunities.
optperform.com
OptPerform Buying and Selling l Insurance Agency Valuations
http://www.optperform.com/buying-selling/agency-valuation.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. Before any change in agency ownership due to a purchase, sale, or merger, there is a need to determine the agency’s fair market value. An agency’s value is based on a wide range of factors, but ultimately comes down to the agency’s sustainable future earnings power.
optperform.com
OptPerform Buying and Selling l Insurance Agency Mergers
http://www.optperform.com/buying-selling/mergers.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. Agencies considering merging can retain Optimum Performance Solutions to structure the deal, address critical issues AND serve as a negotiations facilitator to develop a Memorandum of Understanding. Your attorneys and CPAs can then use the Memorandum as a blueprint to finalize the necessary documentation.
optperform.com
OptPerform Consulting l Insurance Agency Workflow
http://www.optperform.com/consulting/workflow.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. Efficient workflow of an insurance agency or company is crucial to bottom line profit and increasing the operations value. If employees are not working efficiently or effectively, it costs the operation valuable time, can result in employee dissatisfaction, workload build-up, E&O exposure, and will ultimately cost the operation money.
optperform.com
OptPerform Consulting l Insurance Agency Valuation
http://www.optperform.com/consulting/agency-valuation.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. Before any change in agency ownership due to a purchase, sale, or merger, there is a need to determine the agency’s fair market value. An agency’s value is based on a wide range of factors, but ultimately comes down to the agency’s sustainable future earnings power.
optperform.com
OptPerform Buying and Selling l Insurance Agency Perpetuation
http://www.optperform.com/buying-selling/perpetuation.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. At some point, every agency and agency owner must deal with the issue of perpetuation. Failure to address this issue can be disastrous in the event of the death or disability of the agency owner. Should you sell to a third party, a key employee, or a family member?
optperform.com
OptPerform Consulting l Insurance Agency Perpetuation
http://www.optperform.com/consulting/perpetuation.shtml
You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. At some point, every agency and agency owner must deal with the issue of perpetuation. Failure to address this issue can be disastrous in the event of the death or disability of the agency owner. Should you sell to a third party, a key employee, or a family member?
