What we do

► We bring buyers and sellers together.
Pricing the insurance brokerage with a professional valuation.
Structuring of the deal for the benefit of both the buyer and the seller. For the best result we aim for a win-win-win situation, where it is a win for the buyer – win for the seller and a win for the client.
► Business brokers are trained to maintain strict confidentiality.
► Introducing prospective buyers to the business after insuring confidentiality agreements have been executed.
► Facilitating meetings between the seller and potential buyers.
► Assistance with all relevant legal agreements including but not limited to:
         Non-disclosure / Confidentiality agreement.
         Offer to purchase
         Sales agreement
         Shareholders agreements
         Restraint of trade agreements
► Facilitating the due diligence investigation. Offers to purchase are almost always made contingent upon a further due diligence investigation.
► Assisting the buyer in obtaining business acquisition financing.
► Scheduling and facilitating the closing of the transaction.
Compliance <with relevant regulation.

Have a trusted partner by your side.

The business broker for the Insurance Industry.

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"Control your own destiny or someone else will.”
Jack Welch

Why make a decision now?


New unknown regulation including Treating Customers Fairly


Decrease in income including commission and binder fees


Continuous treat of traditional broker centric insurers going direct


Continuing Professional Development / Product exams