RECOMMENDED PROFESSIONALS

 

The PPCLOAN team recommends these professionals throughout the country to help facilitate your transaction. Contact us is you have any questions or if you need help finding a resource in your area.

Mel Clemmons

  • Runs a successful multi-location Allstate Insurance agency.
  • Consults with business owners on mergers and acquisitions of insurance agencies.
  • Multiple winner of Allstate Awards- Rookie of the Year, Territorial Homeowner Leader, Chairman's Conference, National Conference, and Honor Ring several times.
  • Created Samm Consulting in 2009 to help business owners understand the process of buying and selling agencies.

phone: 678-223-7397 email:mel@sammconsulting.com
website: www.sammconsulting.com

 

Energia Consulting Partners

  • ECP is a professional consulting practice specializing in the sale of P&C insurance agencies with emphasis on the Allstate and Farmers distribution models.
  • Three person consulting team with over 80 years agency ownership and senior management experience in the insurance industry, having participated in the sale of over $100 million in earned premium.
  • Consultations are client centric, whether working to develop and follow through a transition plan for the seller, or offering professional guidance to the buyer seeking an acquisition.
  • ECP's guiding principles include unwavering quality standards, the highest levels of integrity, and the upmost respect for client confidentiality.

phone: 888-381-8187 email:corporate@energiapartners.com
website: www.energiapartners.com

 

Laura Harris

  • Runs one of the largest Allstate Insurance offices in the nation and consults business owners on effective management.
  • Helps small business owners improve individual and business performance.
  • Author of Surrender to Win - Regain Sanity by Strategically Relinquishing Control.

email: laura@lauraharris.com
website: www.lauraharris.com

 

Bill Gough

  • Allstate agency owner since 1987 and still operating an agency in Florence, AL.
  • Been in the top 1-3% of all the 12,000 agents for the last 15 years.
  • Formed BGI Marketing Systems in the fall of 2008 to help other agency owners achieve the great results that he has seen in his career.

website: www.bgimarketing.com

 

25511 Budde Road, Suite 2901 - The Woodlands, TX 77380

Toll Free: 800.456.2779 | Phone: 281.419.0400 | Fax: 281.419.8309 | Email: information@ppcloan.com