Services
- Buyer Consultation
- Seller Consultation
- Financing Arangements
- Negotiation Analysis
- Contractual Review
- Dissolution of insurance agencies
- Expert witness testimony
- Appraisal
- Industry Valuation
- Buy Sell Agreements
- Producer compensation agreements
- Perpetuation Plans
- ROE Return on Equity
- EPS Earnings Per Share Analysis
- Return on Investment (ROI) analysis
- Letter of Intent
- Earn Out provisions
Producer Compensation Agreements
Producers serve an important function within the insurance process and in many cases the producers of an agency have the relationships with the clients of an agency. Many states do not recognize non-competes so the agreements for production and ownership of the business are very crucial in a successful transaction. Merger Makers can review or provide compensation agreements.