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OPTIS Partners :: Meet our Partners
http://www.optisins.com/principals
Articles and Thought Pieces. Sunday, August 28, 2016. Timothy J. Cunningham. Daniel P. Menzer, CPA. Timothy J. Cunningham. 53 W Jackson Blvd. Chicago, IL 60604. Daniel P. Menzer. 53 W Jackson Blvd. Chicago, IL 60604. Partners, LLC, in 2002. Download Timothy Cunninghan‘s resume. Starting his career in 1980 at Peat, Marwick, Mitchell and Co., predecessor of KPMG, Mr. Menzer earned his CPA credential and soon after completed his MBA from the University of Connecticut. As a Senior Auditor at KPMG...In 1995, ...
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OPTIS Partners :: Fair Market Valuations
http://www.optisins.com/services/fair-market_valuations
Articles and Thought Pieces. Wednesday, August 31, 2016. A Fair Market Valuation (FMV) is a thorough review of the financial and operational attributes of a business enterprise, taking into consideration the inherent risks of the general marketplace as well as the specific risks of the particular firm. Absent a public marketplace for establishing the value of a business, a FMV of a privately held business is the primary means of determining the value of a firm. Other common uses of FMV include:.
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OPTIS Partners :: Merger & Acquisitions Investment Banking
http://www.optisins.com/services/mergers_acquisitions
Articles and Thought Pieces. Wednesday, August 31, 2016. Partners is committed to maximizing the return on your investment through our intimate industry expertise and knowledge of the M&A process. Preparation and positioning to enhance transaction value. Identification and qualification of prospective buyers. Negotiation of pricing, terms and conditions to optimize overall owner rewards and minimize exposure to market risks. Assistance in defining an acquisition strategy. Back to Services page.
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OPTIS Partners :: Perpetuation Planning
http://www.optisins.com/services/perpetuation_planning
Articles and Thought Pieces. Wednesday, August 31, 2016. Eople - qualified leaders in sales and management who will take the business forward. Gency value - a realistic expectation of the value of the firm by current and prospective owners. Apital - a strong balance sheet with sufficient working capital and tangible net worth. Ime - to plan and implement each of the above. Establishment of the valuation basis from which to start the buy and sell process and updating of the valuation as necessary over time.
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OPTIS Partners :: Services
http://www.optisins.com/services
Articles and Thought Pieces. Wednesday, August 31, 2016. A Fair Market Valuation (FMV) is a thorough review of the financial and operational attributes of a business enterprise, … READ MORE ». The internal transition of ownership from one generation to another is a process, not an event. This process may occur over … READ MORE ». The insurance brokerage-agency marketplace is a vibrant, evolving and dramatically changing landscape. The seller universe … READ MORE ». Budgeting and Financial Reporting.
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OPTIS Partners :: Website Links
http://www.optisins.com/website_links
Articles and Thought Pieces. Wednesday, August 31, 2016. Some of our Favorite Links - Insurance Information. General insurance news briefs. Monthly insurance industry trade magazine from CIAB. American Agent and Broker. A monthly publication for independent insurance agents and brokers. A weekly publication serving the executives responsible for corporate insurance and risk management programs. Property and casualty insurance news. Insurance and risk management resource with daily news updates.
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Optis Partners :: Articles and Thought Pieces
http://www.optisins.com/articles_and_thought_pieces
Articles and Thought Pieces. Wednesday, August 31, 2016. Articles, White Papers and General “Thought” Pieces. Ldquo;FitchRatings US Insurance Broker Dashboard”. FitchRatings, March 2016. Ldquo;A Due Diligence Review”. The Standard, New England’s Insurance Weekly. April 15, 2016. By Dan Menzer and Tim Cunningham. Ldquo;Record M&A Activity”. Business Insurance, July 20, 2015. By Tim Cunningham and Dan Menzer. If you are not a Business Insurance subscriber, click here. To read the article). April 30, 2014.
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OPTIS Partners :: About Us
http://www.optisins.com/about_us
Articles and Thought Pieces. Wednesday, August 31, 2016. Partners was founded in 2002 by Tim Cunningham and Steve Germundson after successful careers with privately held insurance agencies and other industry consulting firms. Mr Cunningham focused his attention on the M&A needs of his clients and expanding the breadth of services to agents, insurance companies and other financial institutions. Facilitated the Strategic Planning meetings of insurance agencies, agency associations, and banks and other fina...