Strategic & Operational Advisory

Our team will conduct a comprehensive assessment of your insurance business to enhance enterprise value and improve operational performance. This proactive approach strengthens market positioning and ensures readiness well before a transaction is considered.

Our advisory services include:

• Perform a well-supported valuation and create an adjusted pro forma
• Conduct producer and support staff compensation analysis
• Review and enhance commission structures
• Design and implement an EBITDA enhancement strategy
• Asses staffing levels to ensure operational efficiency and scalability
• Review and asses all employment agreements
• Evaluate carrier relationships and commission structures relative to industry benchmarks
• Conduct a carrier concentration review
• Perform operational efficiency and workflow assessments

Our objective is simple: to provide clarity, strengthen performance and help you make informed
strategic decisions—well before timing becomes a factor.