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OPTIS Partners is an investment banking and financial consulting firm providing expert services to the insurance distribution industry. Based in Chicago, IL, OPTIS Partners consists of a small group of highly skilled insurance and finance professionals with extensive insurance industry experience. The roots of OPTIS Partners date back to the 1970s and ’80s when our …

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CONTACTS AT OPTISINS.COM

Scott Menzer

11 Powd●●●●●●●Terrace

Ran●●●lph , New Jersey, 07869

United States

1.63●●●●3782
sm●●●●●@gmail.com

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Scott Menzer

11 Powd●●●●●●●Terrace

Ran●●●lph , New Jersey, 07869

United States

1.63●●●●3782
sm●●●●●@gmail.com

View this contact

Scott Menzer

11 Powd●●●●●●●Terrace

Ran●●●lph , New Jersey, 07869

United States

1.63●●●●3782
sm●●●●●@gmail.com

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Home » Optis Partners | optisins.com Reviews

https://optisins.com

OPTIS Partners is an investment banking and financial consulting firm providing expert services to the insurance distribution industry. Based in Chicago, IL, OPTIS Partners consists of a small group of highly skilled insurance and finance professionals with extensive insurance industry experience. The roots of OPTIS Partners date back to the 1970s and &#8217;80s when our &hellip;

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1

OPTIS Partners :: Merger & Acquisitions Investment Banking

http://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.

2

OPTIS Partners :: Services

http://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.

3

OPTIS Partners :: Website Links

http://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.

4

OPTIS Partners :: About Us

http://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...

5

OPTIS Partners :: Meet our Partners

http://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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iroquoisgroup.com iroquoisgroup.com

Vendor Partners | Iroquois Group Corporate

http://www.iroquoisgroup.com/vendor-partners

To better serve you, our content is organized by state. Please choose from the dropdown or the list below. PLEASE CHOOSE YOUR STATE. The Iroquois Group has long working relationships with many other companies that work in the insurance industry, companies that offer services such as agency management systems, publicity and financing, to name a few. Iroquois members are afforded certain discounts or advantages with many of those companies. ACORD Form Service: InsureHub by Symmetry Technology Labs, Inc.

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Home » Optis Partners

Consultants to the Insurance Distribution System. Mergers & Acquisitions. Valuation & Perpetuation. Timothy J. Cunningham. Daniel P. Menzer, CPA. Hands On, Real World Experience. OPTIS Partners is an investment banking and financial consulting firm providing Merger and Acquisition Advisory, Ownership Planning, and Valuation services to insurance agents and brokers across the United States. Mergers & Acquisitions. Valuation & Perpetuation. Whether you need a valuation for estate planning or are just curio...

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Bathrooms Greenock|Kitchens Greenock

Bathrooms Greenock Kitchens Greenock. Covering West &Central Scotland. Welcome to Optis Interiors. Optis Interiors has a team of highly skilled tradesmen and designers who deal with all aspects of home improvements. We can help your home ideas come true. You are viewing the text version of this site. To view the full version please install the Adobe Flash Player and ensure your web browser has JavaScript enabled. You need Flash to use this feature.

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