The PPC LOAN 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.
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.
- 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.
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.
- Seven person consulting team with 100+ years agency ownership and senior management experience in the insurance industry, having participated in the sale of over $170 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 utmost respect for client confidentiality.
- 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.
- 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.