Caitlin Scalzi's Contact Details

Caitlin Scalzi's Company Details

Agency Brokerage Consultants

Rockledge, FL, US • 10 - 19 Employees
Financial Services

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