Services

Who We Are and What We Do

Office conversation over coffee and reports

Business Valuation

OUR FOCUS

We work with Acuvizori, a professional third-party financial firm that has brought together a group of skilled executives and associates with extensive expertise in collaborating...

OUR FOCUS

We work with Acuvizori, a professional third-party financial firm, that has brought together a group of skilled executives and associates with extensive expertise in collaborating with insurance agencies and delivering valuation services. Their offerings for sellers encompass a thorough evaluation of your agency, incorporating your financial data into a valuation framework, crafting a buyer prospectus when needed, developing a dashboard and valuation projection, as well as facilitating communications with the buyer and Lender throughout the agency sales transaction.

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Team analyzing documents together

Consulting Services

Every business needs a sound marketing plan and strategy in order to succeed.

Price Consulting, LLC, along with its partners, provides agency owners selling their business with tailored consulting services including:

Price Consulting, LLC, along with its Partners, provides Agency Owners selling their business with tailored consulting services including:

  • In-depth agency Evaluation
  • Marketing and communication strategies to recruit potential buyers
  • Screening potential buyers
  • Sale preparation guidance
  • Financing process overview
  • Legal and Lender Services Referrals
  • Supplying letters of intent to purchase
  • Coordinating the Close of the sale.
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Business meeting in modern office

Buyer Vetting and Negotiation

Starting from an understanding of the insurance industry, we will develop a plan to find the most qualified buyers available utilizing a proven multi-faceted approach aimed at your target market.

  • All buyers are pre-screened for Creditworthiness and Financial wherewithal prior to making a referral.
  • PFS or other financial statements requested for verification and qualification purposes.
  • NDA's required to protect client confidentiality.
  • Negotiations and Offer and Acceptance documented via written Letter of Intent.
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