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$500,000 AGR | $5MM Premiums in Irvine, CA

Buyer | Continuity

25% Premiums
75% Renewals
Insurance Agent
I am very interested in purchasing a business or perpetuating an existing one. I believe I have created the winning culture, have an effective and innovative strategic plan and have great experience in mergers and acquisitions. I am looking to partner with several key personnel who will lay the foundation of a new enterprise. As consultants I hope to achieve great success for our clients through Business Process Optimization through training and certification of LEAN and Six Sigma methodologies, yielding step-changes in performance as measured by profitability, growth, quality, company culture while serving as advisors to facilitate lending/financing and effective management of business processes. Through Enterprise Risk Management we ensure our clients have effective Property and Casualty, Life and Business Continuity and Group Health coverages while also serving as Financial Planners to provide a comprehensive solution to the evolution of their lives and business. Through a consultative approach we provide Professional Services according to our expertise of: Legal Services; Insurance and Indemnification; Financial Services; Transformation of Businesses and Processes.

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