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.
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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?

01

New unknown regulation including Treating Customers Fairly

02

Decrease in income including commission and binder fees

03

Continuous treat of traditional broker centric insurers going direct

04

Continuing Professional Development / Product exams