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welcome
to optimum performance
solutions, llc
to optimum performance
solutions, llc
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.
BUYING/SELLING/
PERPETUATING
PERPETUATING
If you are interested in buying, selling,
or perpetuating an agency we can help
you achieve superior results.
or perpetuating an agency we can help
you achieve superior results.
SERVICES
Planning • Compensation • Workflow • Agency Valuation • Mergers • Acquisitions • Perpetuation • Marketing • Retention • Profitability • Workflow • Training • General Consulting • Expert Witness
RESOURCES
Our resource center will provide you
with informative articles, publication
references, dates and locations of our
lectures and other information.
with informative articles, publication
references, dates and locations of our
lectures and other information.
TESTIMONIALS
WE COULD NOT HAVE DONE THIS SALE WITHOUT JON!! Jon’s counsel helped us stay on track to achieve our goals. He was by our side crunching the numbers while also being personally uplifting in times of deadlines by simplifying the tasks requested by the buyer. Jon made us feel like he was truly working in our agency and we felt we just inherited a key member! THANK YOU JON WE ARE SO HAPPY!
Joe & Rena Stagliano
Superior Benefits
Tampa, FL
Superior Benefits
Tampa, FL