If you are interested in buying, selling, or perpetuating an agency we can help you achieve superior results.
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Planning • Compensation • Agency Valuation • Mergers • Marketing • Perpetuation • Training • Acquisitions • Retention • Profitability • Workflow • General Consulting • Expert Witness
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Our resource center will provide you with informative articles, publication references, dates and locations of our lectures and other information.
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Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency.
We closed on the sale of the agency in March 2014.  Everything went well, in no small part due to Jon's counsel and advice.  I am glad I attended the CIC class where we met otherwise I would have had to retain a local consultant, rather than an Expert in the insurance industry.  Should I have the opportunity in the future of speaking to other agency owners looking to sell or buy I would be pleased to recommend you to them.
Gordon Miller, CIC
Allied / Mid-towne Insurance Group
Brookfield, WI
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