"Providing insurance
professionals with the
information and advice they
need to make informed,
intelligent decisions"

Before any change in agency ownership due to a purchase, sale, or merger, there is a need to determine the agency’s fair market value. An agency’s value is based on a wide range of factors, but ultimately comes down to the agency’s sustainable future earnings power.


Whether the agency maintains its current owners, perpetuates internally or externally, its value can only be determined by a pro-forma estimate of its continued earnings power under each circumstance.


Optimum Performance Solutions uses proprietary documents and software to gather the pertinent information, evaluate the risks, and estimate the value of the agency based upon the assumptions made. The result is a comprehensive report offering insights into the strengths and weaknesses of the agency being evaluated and what can be done to maximize its value.