Ganis Consulting

Insurance Agency Consulting Services: Agency Operations: We can review your workflow and make recommendations on how to become more efficient and profitable. Everything from reception, the file room, service, sales, accounting and management, we can help. We can manage any project involving Insurance agencies. Sales and Marketing Best Practices: onsite, offsite and classroom training for agencies of all sizes. Learn the best practices of the fastest growing agencies in the country. Selling Your Insurance Agency: Valuation: Assist principals with gathering data required to assess value of agency. Our team of experts can determine a value of your agency within 3-5 days. Marketing: Market and advertise agency to general public while keeping your name and business name confidential. Negotiation: Assist throughout entire process which consists of showing business, reviewing letters of intent, preparing purchase and other agreements for review by your attorney and CPA. Closing: Communicate with, Buyer, Seller, Lender and other parties involved to ensure transaction stays on course to a successful close. Execution: Assist throughout entire transaction. Initial meetings, follow up calls, data collection, due diligence, negotiation, closing and post closing services. No Up Front Fees: We only receive payment when your agency is sold. Please call or email us for a free consultation.