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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.
I first met Jon at a seminar on Agency Perpetuation.  The timing was right as I was considering selling our agency and many of his ideas and thoughts hit home.  I always thought when the time came I would turn to our association for a referral and select the very best individual and Jon certainly fit the bill.  You cannot afford mistakes when it comes to buying or selling your agency as this is your past, present and future. 

The process can be very complicated due to tax laws, regulations, privacy concerns, confidentiality agreements, continually having to gather more info, etc. and I would never recommend attempting this on your own.

Jon is a true professional and worked very well with my attorney and CPA which helped ease the process. He also helped ease the strain on me personally because selling your agency can be fairly stressful as I found out. In the end he was able to find what we consider a perfect match and I am very grateful. I would recommend his services to anyone!
Jeffrey Bartholomew
Bartholomew & Son Insurance Agency
Valparaiso, IN

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