Planning An Exit Strategy?

Looking To Plan the Future of Your Agency?

Even if retirement or sale of your agency is not your immediate priority, the day will eventually come, and you want to be prepared to leave your agency and employees in great hands while getting the value you deserve.

Download our Agency Perpetuation: What You Need To Know Before You Sell.

Let’s Discuss The Possibilities

We are a rapidly growing, highly diversified, agency with locations throughout California and clients in over 15 states. Over the last 10 years we have more than doubled in size – TWICE.

We’re now looking to identify agencies that are a good fit for us to assist with their perpetuation planning. If you know of anyone that may be interested, please let us know.

A Message From Our President

I am personally a product of a family agency and an avid student of the industry. What better industry is there other than insurance? I’ll tell you that there isn’t one. Here’s a link to my bio in case you want to look me up – Matt’s Bio.

For a Confidential and Professional Conversation..