Agency Brokerage Consultants

Financial Services - Rockledge, FL, US

Agency Brokerage Consultants Employees
Caitlin Scalzi

Business Certified Appraiser

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Erica Lewandowski

Certified Business Intermediary & M&A Advisor

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Sean Brelsford

Certified Business Intermediary

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Lou Vescio

Professional Intermediary & Managing Partner

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Paul Ihrig

CBI, CM&AP, M&A Advisor

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Erica Jurgens

Certified Business Intermediary & M&A Advisor

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Agency Brokerage Consultants Details

Agency Brokerage Consultants is a M&A firm serving the independent insurance brokerage industry. We are an industry-trusted source for agency valuations and a top-ranked sellside advisor.Our advisory services cover:(1) Insurance agency valuations (2) Insurance agency sale brokerage(3) Merger and acquisition consulting(4) Due diligence and financing assistanceAll of our advisors are professionally trained and carry various designations for business valuation and mergers & acquisitions. Over the course of the last decade, our firm has completed more than 1,200 valuations of independent agencies and consulted on more than 200 sale transactions. Our clients receive the benefit of the combined experience, skill and knowledge of our team of advisors. Our ideal client is an agency owner looking to sell within the next 3-5 years. By working with the owner and developing an exit strategy, we can help the owner yield a significantly higher return on their investment. We value agencies on a daily basis and can provide value-added consultation to the owner. The larger the agency, the more critical it is that the owner develops a sale strategy in advance. Website: www.agencybrokerage.net

Agency Brokerage Consultants logo, Agency Brokerage Consultants contact details
Employees: 10 - 19
HQ: 321-255-1309
Location: Rockledge, FL, US
Revenue: 1 - 2.5 Million
Insurance Agency Valuation Insurance Agency Perpetuation Planning Insurance Agency Sales Insurance Agency Mergers & Acquisitions Insurance Agency Due Diligence Insurance Agency Acquisition Financing Insurance Agency Mergers & Acquisitions Financial Services Financial Advisory Services
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