This company had multiple contracts with insurance providers for property coverage. There were several complexities due to the industry and the specific requirements of the carriers. We were able to achieve over 30 interested parties finally selecting an industry strategic partner that can provide leverage in the call and processing center. The process resulted in a 45% increase in value for the owner.
TREP Advisory services are intended for strategic succession planning. They are not intended to provide a formal valuation or constitute tax, financial or legal advice. Statements referring to these areas are to be considered opinion only. All recipients are encouraged to take independent tax, financial or legal advice from a duly-regulated source. TREP shall not provide any advice or service pursuant to which registration as a broker dealer under the Securities Exchange Act of 1934, as amended, or as an investment adviser, pursuant to the Investment Advisers Act of 1940, is required.
Privacy Policy | Terms and Conditions | Website by Eklipse Creative
© All Rights Reserved 2023
TREP Advisory services are intended for strategic succession planning. They are not intended to provide a formal valuation or constitute tax, financial or legal advice. Statements referring to these areas are to be considered opinion only. All recipients are encouraged to take independent tax, financial or legal advice from a duly-regulated source. TREP shall not provide any advice or service pursuant to which registration as a broker dealer under the Securities Exchange Act of 1934, as amended, or as an investment adviser, pursuant to the Investment Advisers Act of 1940, is required.
Privacy Policy | Terms and Conditions | Website by Eklipse Creative
© All Rights Reserved 2023
Learn how to use succession planning as a strategic tool to power your business forward.
