Solutions // Acquisition Analysis

Assess the Fit Pre-Acquisition

Focused analysis to help your agency evaluate potential acquisitions or partnerships.

Illustration of business professionals analyzing charts and graphs, symbolizing data-driven decision making.

Assess Opportunities

Align opportunities with your goals to determine fit, identifying and quantifying synergies.

Agency Comparison

Gathering and assessing data to achieve the most complete picture of the agency before purchasing

Informed Decision Making

Make quick informed decisions with less financial and operational disruption than a full valuation

How it works

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We will spend time discussing your specific needs. Whether it's a particular concern you're looking to address or you simply want to get your house in order, we'll help outline the best course of action. You'll receive a personalized proposal tailored to your goals using our proven methods to achieve them effectively.
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Or more context-specific for your business
A member of our team will guide you step by step through gathering the necessary information for the service and assist in troubleshooting any challenges in locating it within your systems. We will then review the submitted data and seek additional clarification as needed to ensure an accurate and thorough analysis. All data is stored securely.
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Using industry standards and proven methodologies, our team will perform a detailed analysis to deliver actionable insights. Depending on the service, this may include financial trends, market benchmarking, valuation calculations, or growth potential assessments.
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You will receive a comprehensive report detailing our findings. Our team will schedule a call to review key sections, gather any additional quantitative context, and ensure you fully understand the insights and recommendations. This step allows for discussion of any factors that might impact the results of the analysis.
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After incorporating notes from our review meeting into the final report, we will provide additional documentation or support as needed. This ensures you are fully prepared to use the analysis and recommendations for your intended purpose, whether it’s strategic planning, operational improvements, or another goal.

"Every time I meet with this team, I walk away more informed and confident. Their expertise was invaluable during our acquisition analysis - the insights provided were not only eye-opening but incredibly practical and beneficial."

Beth DeLaForrest   - AA

Beth DeLaForest
Aspire Insurance Group Inc

"This team’s unmatched industry insight has helped me make smart decisions about my agency operations and potential acquisitions I've been considering along the last couple of years."

Rob Bowen - AA

Rob Bowen  
Patriotic Insurance Group

"The information provided allowed us to make a solid, fiscally responsible offer during a recent acquisition. Throughout the process, we received valuable suggestions that strengthened our own agency’s valuation."

Michelle O'Connor   - AA

Michelle O'Connor
O'Connor Insurance Associates, Inc.