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.

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

 

SAMM Staffing & Consulting- Mel Clemmons

  • Runs the number one consulting firm for buying and selling Captive insurance agencies.
  • Consults with business owners on mergers and acquisitions of insurance agencies.
  • Has sold over $140 million in premium for agency acquisitions.
  • Tours the country teaching agents how to buy and sell insurance agencies.
  • Wrote best seller "Creating Millionaires," a book on how to sell your insurance agency.
  • Developed Death and Transition Planning, a program to help insurance agents protect their greatest assets.
  • Created Samm Consulting in 2009 to help business owners understand the process of buying and selling agencies.

YouTube channel

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