Overview

Currently developing a succession deal to buy-out my father, who is principal owner of our family agency located in Southwest OH. Myself and the other producer in agency will partner in this succession plan. Our goal is to look at potential opportunities available to leverage our capital and buy other small independent agencies in our area and expand our agency footprint through M&A transactions, while meeting customer expectations by providing superior service and protection.

Last Activity
6 months or more

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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Resources
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