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optperform.com

OptPerform l Insurance Agency Consulting, Planning, Advice

OptPerform are leading insurance agency consultants helping our clients with mergers, marketing, insurance agency valuation and more.

http://www.optperform.com/

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CONTACTS AT OPTPERFORM.COM

Jon Persky

PO B●●●●3911

Ta●●pa , Florida, 33681

United States

1.81●●●●7337
jo●●●●●●●●●●@yahoo.com

View this contact

Jon Persky

PO B●●●●3911

Ta●●pa , Florida, 33681

United States

813-●●●●7337
jo●@optperform.com

View this contact

Jon Persky

PO B●●●●3911

Ta●●pa , Florida, 33681

United States

813-●●●●7337
jo●@optperform.com

View this contact

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OptPerform l Insurance Agency Consulting, Planning, Advice | optperform.com Reviews
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OptPerform are leading insurance agency consultants helping our clients with mergers, marketing, insurance agency valuation and more.
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OptPerform l Insurance Agency Consulting, Planning, Advice | optperform.com Reviews

https://optperform.com

OptPerform are leading insurance agency consultants helping our clients with mergers, marketing, insurance agency valuation and more.

SUBDOMAINS

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

Providing insurance professionals with the information and advice they need to make informed, intelligent decisions. Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency. If you are interested in buying, selling,.

INTERNAL PAGES

optperform.com optperform.com
1

OptPerform Buying and Selling l Insurance Agency Valuations

http://www.optperform.com/buying-selling/agency-valuation.shtml

You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. Before any change in agency ownership due to a purchase, sale, or merger, there is a need to determine the agency’s fair market value. An agency’s value is based on a wide range of factors, but ultimately comes down to the agency’s sustainable future earnings power.

2

OptPerform Consulting l Insurance Agency Marketing

http://www.optperform.com/consulting/marketing-production.shtml

You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. In today's insurance environment, specific marketing and production plans are critical to the short and long term success of an agency. Any marketing program must be tailored to your specific agency in order to maximize your growth opportunities.

3

OptPerform Buying and Selling l Insurance Agency Mergers

http://www.optperform.com/buying-selling/mergers.shtml

You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. Agencies considering merging can retain Optimum Performance Solutions to structure the deal, address critical issues AND serve as a negotiations facilitator to develop a Memorandum of Understanding. Your attorneys and CPAs can then use the Memorandum as a blueprint to finalize the necessary documentation.

4

OptPerform Buying and Selling l Insurance Agency Mergers

http://www.optperform.com//buying-selling/mergers.shtml

You always want to open the full version of the site. BUY / SELL / PERPETUATE. BUYING / SELLING / PERPETUATING. Information and advice they. Need to make informed,. Agencies considering merging can retain Optimum Performance Solutions to structure the deal, address critical issues AND serve as a negotiations facilitator to develop a Memorandum of Understanding. Your attorneys and CPAs can then use the Memorandum as a blueprint to finalize the necessary documentation.

5

OptPerform Consulting l Insurance Agency Planning

http://www.optperform.com//consulting/planning.shtml

You always want to open the full version of the site. BUY / SELL / PERPETUATE. Information and advice they. Need to make informed,. The key component to maximizing an agencys value is to have a solid business plan that is actively used by the agency. For the plan to be successful, the employees of the agency must be committed to the plan. Making sure that the employees personal goals are in alignment with the goals of the agency will increase the agencys chances of achieving its goals.

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TOTAL PAGES IN THIS WEBSITE

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LINKS TO THIS WEBSITE

laaia-events.blogspot.com laaia-events.blogspot.com

LAAIA Monthly Events: June 2010

http://laaia-events.blogspot.com/2010_06_01_archive.html

Thursday, June 17, 2010. We may have changed the date, but that did not dissuade us from have a GREAT monthly dinner networking event. Our speaker Becky Lathrop CIC, Vice President of Optimum Performance Solutions LLC ( http:/ www.optperform.com/. Provided invaluable insight into changing our paradigms so that we can improve our businesses effectiveness and efficiencies to stimulate profitable growth. Page of the website for additional details. Subscribe to: Posts (Atom). Join Us On Facebook.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/resources/publications.shtml

Jon Persky is the author. Of the following publications:. Starting, Buying, Selling, and Perpetuating Insurance Agencies. Also available as eBook). Starting, Buying, Selling, and Perpetuating Insurance Agencies is a valuable resource for insurance agency owners who wish to improve a perpetuation plan, purchase or merge with an agency, or sell an existing agency. This guide can also assist an experienced insurance professional in starting an insurance agency from scratch. Also available as eBook). Critica...

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/consulting/underwriting-profitability.shtml

Managing your business to grow profitably can be an on-going challenge in today's markets. Your carriers demand that you write and retain profitable business for them. Identifying what may be causing any loss challenges and then developing a profitability management program to overcome these issues, is in-depth, time consuming, and difficult. Providing insurance professionals with the information and advice they need to make informed, intelligent decisions. Optimum Performance Solutions LLC.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/consulting/training.shtml

The busy insurance environment doesn't always allow time for crucial staff training. For an agency to be professional, profitable and efficient, its staff must be properly trained and equipped to excel at their jobs. Whether it's training for sales and service success, or training for specific job functions, there need to be tactical, strategic training programs in order to move your organization ahead. Optimum Performance Solutions LLC. All fields marked with red color are required.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/consulting/mergers.shtml

Every agency is unique and combining two agencies can be a challenge. No two mergers are alike, and as a result, each deal must be uniquely structured so that the resulting agency is stronger than the agencies entering into the merger. Questions surrounding percentage of stock ownership, owner compensation, and management authority and responsibility must be addressed. Providing insurance professionals with the information and advice they need to make informed, intelligent decisions.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/consulting/general-consulting.shtml

Sometimes agency owners just want someone to bounce ideas off of as opposed to any of our other consulting services. OPS can provide hourly general consulting services or can work on a retainer basis depending on the needs of the client. Optimum Performance Solutions is also available to assist you with financial and productivity reviews, budgeting, space planning, or in-house seminars on a variety of management topics. Please call us for additional information. Optimum Performance Solutions LLC.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/consulting/marketing-production.shtml

In today's insurance environment, specific marketing and production plans are critical to the short and long term success of an agency. Any marketing program must be tailored to your specific agency in order to maximize your growth opportunities. Providing insurance professionals with the information and advice they need to make informed, intelligent decisions. Optimum Performance Solutions LLC. All fields marked with red color are required.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/consulting/agency-valuation.shtml

Before any change in agency ownership due to a purchase, sale, or merger, there is a need to determine the agency’s fair market value. An agency’s value is based on a wide range of factors, but ultimately comes down to the agency’s sustainable future earnings power. Whether the agency maintains its current owners, perpetuates internally or externally, its value can only be determined by a pro-forma estimate of its continued earnings power under each circumstance. Optimum Performance Solutions LLC.

m.optperform.com m.optperform.com

OPTIMUM PERFORMANCE SOLUTIONS, LLC

http://m.optperform.com/buying-selling/acquisitions.shtml

At several points during their career, agency owners have the opportunity to purchase other agencies. Many unfamiliar issues must then be addressed in detail. Should the deal structure be asset or stock based? What are the tax and liability implications? Price, terms, price allocation, taxes, and structure of the deal must all be taken into consideration. Providing insurance professionals with the information and advice they need to make informed, intelligent decisions. Optimum Performance Solutions LLC.

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OptPerform l Insurance Agency Consulting, Planning, Advice

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