Valuations & Strategic Planning

In today's competitive and fast changing general insurance marketplace, companies should be always seeking ways to improve growth, efficiency, efficacy and profitability.  Let us work with you to design a plan to achieve your Brokerage's business goals, both short, medium and long term.   In this process, perhaps the best place to start the process is with a detailed Valuation of your Brokerage. 

An accurate and current Valuation of your Brokerage is a very important component of your internal strategic planning process.  There are many reasons to have a Professional third party valuation of your Brokerage.  A partial list would include; Estate Planning, Shareholder or Family Ownership disputes, Brokerage Sale or Acquisitions, seeking to obtain financing, ESOPS (employee share ownership plans) to name a few. 

We take the position that Strategic Planning is not a static process, it is a dynamic process that continues to be effective and valuable tool for you as you continue to grow and improve.  As you achieve one goal, the process takes you along towards the next.  As seen in the graphic below, it can be thought of as a circular process where one success propels you on to the next, while keeping a keen eye on your Strategic Plan and Corporate Goals.

CONTINUAL NATURE OF EFFECTIVE STRATEGIC PLANNING

Strategic-Planning-Diagram2.jpg

Whether you want to improve your agency’s performance, restructure its operations, expand its range and reach or simply make more informed and effective decisions, we will work closely with you to ensure that your strategic plan is fully researched, developed, and accomplished.  As stated, we want to work with you to design a plan to achieve your Brokerage's business goals, both short, medium and long term.