If you are interested in buying, selling, or perpetuating an agency we can help you achieve superior results.
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Planning • Compensation • Agency Valuation • Mergers • Marketing • Perpetuation • Training • Acquisitions • Retention • Profitability • Workflow • General Consulting • Expert Witness
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Our resource center will provide you with informative articles, publication references, dates and locations of our lectures and other information.
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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.
I want to express my appreciation for your help and expertise in my recent agency acquisition. I was not surprised that you were able to put me in touch with the perfect prospect, but I was amazed that you got us together, helped us work through all of our concerns, put me in touch with the right financial consultants and got everything closed in an amazingly short time. Your advice and your input to me and to the seller, as well as to the attorneys and accountants involved made the whole process painless and relieved much of the stress involved with this type of transaction.
I would not hesitate to recommend you to anyone who is interested in either buying or selling an agency. We could not have found a better or more professional or knoweldgeable to consultant.
Joel Shapiro
Shapiro Insurance Group
Jacksonville, FL
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