When my partner decided to sell his interest in our agency to me, we knew we wanted to deal with someone who would look out for the interests of both parties. At first, we consulted with an attorney who specialized in business transfers – however, we soon found out that he did not know the first thing about insurance agencies or their valuation.
Jon was extremely knowledgeable and creative. He worked extremely hard to make sure the deal was fair and worked for both parties. As with all deals, there were some sticky issues that Jon helped us to resolve.

When the time comes to sell my interest in the agency, the first call I will be making will be to Jon. No one knows more about valuations and transfers of insurance agencies than Jon.