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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.
If you are interested in buying, selling,
or perpetuating an agency we can help
you achieve superior results.
PlanningCompensationWorkflowAgency ValuationMergersAcquisitionsPerpetuationMarketingRetentionProfitabilityWorkflowTrainingGeneral ConsultingExpert Witness
Our resource center will provide you
with informative articles, publication
references, dates and locations of our
lectures and other information.
After receiving what we felt was a weak and negative valuation from the prospective buyer’s appraiser, we decided to contact Jon Persky of Optimum Performance Solutions. We were familiar with his publications, had heard his presentations at CIC seminars, and felt his expertise was needed.
Jon conducted a thorough review and prepared a very complete and professional document that provided us with the data needed to negotiate a very satisfactory and fair value that both parties could accept. Jon’s counsel to our CPA gave him crucial support and advice while finalizing our deal. Optimum Performance Solutions IS the best in the agency valuation business!
Larry Durocher
Monterey Insurance Agencies
Monterey, CA

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