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Every agency is unique and combining two agencies can be a challenge. No two mergers are alike, and as a result, each deal must be uniquely structured so that the resulting agency is stronger than the agencies entering into the merger. Questions surrounding percentage of stock ownership, owner compensation, and management authority and responsibility must be addressed.
Agencies considering merging can retain Optimum Performance Solutions to structure the deal, address critical issues AND serve as a negotiations facilitator to develop a Memorandum of Understanding. Your attorneys and CPAs can then use the Memorandum as a blueprint to finalize the necessary documentation.
Providing insurance professionals with the information and advice they need to make informed, intelligent decisions.