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.
Jon helped us with a book of business acquisition and producer agreements.  During our first call, Jon quickly discovered our unique situation and was already providing solutions.  He was easy to communicate with because he understands the constant shifts and challenges in our industry.  He thinks like an agency owner.  Jon provided agreements tailored to our circumstances sooner than promised.  Our employment practices attorney reviewed the documents and made almost no changes and commented that the agreements were very well drafted.  What a great professional and helpful resource.  Thank you! 
John DiGerolamp, CIC
DFI Preferred Insurance
Norco, California
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