Who we are and what we do

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.

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:

• 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.

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.