That Will Maximize Your Revenue & Success
Satisfied Customers Say It Best
Testimonial
We will help you navigate the exchanges of information, negotiations, regulations, and contracts that are involved with an agency purchase.
We understand insurance, your motivation for acquistions, & how to ensure your success.
Grow Through Acquisition
Pick up a new carrier or carriers
Achieve or increase contingency income
Easily grow into new regions
Ward off larger agencies coming into your region
Increase your agency footprint
Pick up quality employees & producers
Grow Through Acquisition
Services
How We Help Buyers
Facilitating Your Deal
Our upfront data collecting, compiling into format help gives peace of mind that you are making the right decision on purchasing. Our complete pitchbook gives a detailed summary of the agency you are considering purchasing. This upfront work saves time and helps to move through the due diligence phase of purchase.
Preferred Lenders
We help put your complete loan package together which ensures compliance to lenders guidelines. The financing can be the most difficult part of closing an M & A transaction. Our understanding of the loan programs and guidelines helps to ensure you receive the best rate, terms, and fee structure for your acquisition.
M & A Trained Accountants
Our M & A Accountant partners are the best in the business. We work together as a team for both buyer and seller in making sure the transaction obtains maximum value and lender approval. Our deals typically close in half the time with fewer issues and stress than our competitors. The accountant fees are part of IMS consulting fee.
Due Diligence
Due diligence is an important process to verify the information provided by the sellers. We supply a standardized due diligence checklist for guidance.
Closings & Escrows
We work closely with attorneys to close the transaction according to the contract requirements, handle the escrows and closing funds in accordance of the contract. It is always a good idea and recommended to have buyer and seller’s personal attorney and CPA to review contracts prior to signing.