Operational & Management
- Operational Assessments (staffing, workflow, procedures, use of automation, etc)
- Management Studies
- Building a Select (Small) Commercial Processing Unit
- Claim Department Assessments
- Family in the Business / Shareholder Disputes
- Strategic Business Planning
- Perpetuation Planning / Business Appraisals
Grow your Business
- Finding / Compensating / Motivating / Retaining Sales Staff
- Power Prospecting / Sales Training
- Comprehensive New Business Marketing Plans
- Branding
- Differentiation
- Tips & Trends Newsletter /Direct mail
- Internet Site Effectiveness
Clusters & Marketing Joint Ventures
- Establishing a new Marketing Joint Venture or Cluster
- Strategic Planning and Growth Strategies for existing Marketing Joint Ventures & Clusters
- Obtaining Carrier Markets
- Cluster contract reviews
Maximizing Value for Sellers
- Positioning Sellers for a maximum sale price
- Obtaining Premium purchase offers from Buyers
Key Employee Recruiting
Financial and Valuation
- Agency Valuations
- Financial Analysis for Mergers/Acquisitions
- Producer / Executive compensation
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