CONSULTING SERVICES
Planning • Compensation • Agency Valuation • Mergers • Marketing • Perpetuation • Training • Acquisitions • Retention • Profitability • Workflow • General Consulting • Expert Witness
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BUYING/SELLING/PERPETUATING
If you are interested in buying, selling, or perpetuating an agency we can help you achieve superior results.
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RESOURCES
Our resource center will provide you with informative articles, publication references, dates and locations of our lectures and other information.
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WELCOME TO OPTIMUM PERFORMANCE SOLUTIONS, LLC
Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency.
TESTIMONIALS
Optimum Performance Solutions gave me peace of mind when selling my husband’s agency after his untimely death. Their experience and knowledge helped me make difficult business decisions and complete the agency sale in a much needed timely fashion. Not only did Jon & Becky assist me with this huge financial decision, but they also were able to handle each & every detail, with every party involved, including the buyer, the attorneys and the CPAs. They certainly represented me with my best interest in mind!
Lauri McMillen
Don McMillen Insurance Agency
Port Charlotte, FL
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