I have been working with Financial Advisors and Insurance agents on succession planning and business acquisition for many years. Prior to that I was a Property Casualty agent, now I help independents with the buying,selling and merging process. Matching buyers and sellers together, valuation and ...more

I have been working with Financial Advisors and Insurance agents on succession planning and business acquisition for many years. Prior to that I was a Property Casualty agent, now I help independents with the buying,selling and merging process. Matching buyers and sellers together, valuation and deal support to name a few.less