At JMJ Brokers, we help insurance agencies grow – organically and through acquisition.
Our Agency Growth Consulting provides for a comprehensive analysis of your agency in four major areas – financial, marketing, staffing, and technology. To get your agency on the right track, we complete a strategic session to analyze your current situation. Then the four-month consulting program focuses on one area every thirty days, identifying challenges, providing solutions and implementing immediate action. A well-run agency is more cost-effective, more efficient and therefore, more profitable. Our proven system provides the results you need for less stressful ownership.
Since 2009, Kathryn Christ has been helping agencies grow through acquisition. She is a master broker proficient at resolving issues and leading all parties to the closing table. With more than 20 years of experience in small business, as both an owner and consultant, Ms. Christ has been instrumental in leading companies towards growth, expansion and acquisition.
Due Diligence Consulting
Insurance Agency Sellers – Are you buried in paperwork? Can’t find the time to sort through your records and run your agency simultaneously? Does it seem like buyers have unreasonable requests when it comes to documentation?
Insurance Agency Buyers – Do you get frustrated when sellers seem unresponsive? When they push back against document requests? Does it seem like you’ll never get to the closing table?
Master the due diligence process with a pro! Kathryn Christ ensures all parties have access to current and updated information regarding commissions, policy count and more. Familiar with numerous agency management systems, Ms. Christ is able to enter an agency, compile commission statements, print client reports, secure financials and more while bringing all parties to the closing table. For agencies not yet utilizing a management system, Ms. Christ is able to research, review and compile hard copies of these same records. Costs are clear and straightforward, and travel within the state of Florida is included. For other locations, travel expenses are additional. A simple solution with a fair price to complete and close your next transaction.
For more information on Agency Growth, Acquisitions Services or Due Diligence Consulting, call us at (904) 779-2000.