Structuring the best deal might seem easy but doing so while maximizing the potential is an art. With experience in everything from cash flow and tax, to marketing and management, our experts can find creative ways to best structure your deal.

Control the Process

Our professionals remain actively involved throughout the negotiation, due diligence, financial and legal process to ensure that momentum is maintained & that the transaction remains intact.

Whether you are buying or selling, we at Eagle Advisory Services have the experience, relationships, and compassion to guide you through the process. Daniel Mahalic, Founder of Eagle Advisory Services has been working as a consultant in the insurance industry over 10 years also Co-Founder John Ritenour has been in the industry over 30 years, and has developed strategic partnerships with thousands of principles of insurance brokerages and agencies on a national level.

The following are what we’ve identified as the most common components of a new partnership:

  1. Post Acquisition Role Definition of partners and key employees
  2. Culture of both the buyer and seller
  3. Personalities, Values and Experience of the firm’s’ Core Leadership
  4. Brand and Culture sustainability
  5. Cross-solicitation opportunities
  6. Identification of dual entity Markets, Resources, Programs, and Specializations
  7. Capital that can be infused to accelerate growth post-acquisition
  8. Capabilities that will enable you to participate in regional or national growth