Finding & Exchanging Value.

As a second generation independent agency owner, I have an immense respect for this process. Buyers looking to grow through acquisition are taking huge financial risks while sellers grapple with the idea of letting go of something they spent their lifetime building. After a string of acquisitions, I started this company because I saw that I could add value to both sides of the table.

After spending years as an agent, I decided it was time to start offering my help to other parts of the insurance ecosystem. Ensuring buyers & sellers are well prepared for an acquisition struck a cord with me. I want to make sure that the transactions go smoothly for both parties, because I understand that a smooth transition makes for a happy and productive team!