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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 wanted to express my sincere appreciation for your guidance and counsel during the negotiations related to the sale of our agency. As you know, I heard two of your presentations on Agency Mergers and Acquisitions at separate CIC Institutes a number of years back. I was impressed enough to retain your information sensing that you would be an excellent resource "if the day ever comes". Well, the day came quite unexpectedly in 2007 and proved to be a quality opportunity that we couldn't pass up.

My decision to give you a call last January was one of the best things I did during this process. I knew early on that I had made the right decision. I don't recall ever sending you an email without receiving an answer within 24 hours if not the ensuing 10 minutes All of your recommendations were right on the money and served to keep discussions with our prospective buyer (now owner) fruitful and productive.
David Haley
Munsey & Brazil
Laconia, NH

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