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At several points during their career, agency owners have the opportunity to purchase other agencies. Many unfamiliar issues must then be addressed in detail. Should the deal structure be asset or stock based? What are the tax and liability implications? Price, terms, price allocation, taxes, and structure of the deal must all be taken into consideration.
Optimum Performance Solutions has significant experience in this area and can assist you with structuring the deal. We can provide you with sample documents and help you draft a preliminary Letter of Intent and/or Asset Purchase Agreement. Working with your legal counsel and tax advisors we will help you maximize the value of the deal.
Providing insurance professionals with the information and advice they need to make informed, intelligent decisions.