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Providing insurance professionals with the information and advice they need to make informed, intelligent decisions.
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.
PlanningCompensationWorkflowAgency ValuationMergersAcquisitionsPerpetuationMarketingRetentionProfitabilityWorkflowTrainingGeneral ConsultingExpert Witness
If you are interested in buying, selling,
or perpetuating an agency we can help
you achieve superior results.
Our resource center will provide you
with informative articles, publication
references, dates and locations of our
lectures and other information.
My colleagues and I were impressed by Jon’s quick grasp of our unique perpetuation situation. His thoroughness in guiding us through the maze of issues that are a necessary part of such a plan was much appreciated.
We were also impressed by the fact that in spite of Jon’s busy schedule, he was always available for follow-up consultations and advice as we began to put our plan into effect. It goes without saying that we would certainly recommend Jon’s services to anyone needing professional help in the areas of agency perpetuation and valuation.
Pete Marcelli
Atlantic Risk Management Corp.
Columbia, MD

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