Senior Vice President And Principal
Atlanta, Georgia, Us
Personally completed more than 400 consulting assignments for independent insurance agencies, insurance companies, and banks, focusing on valuation, value enhancement, perpetuation planning, compensation planning, strategic planning, and other topics.Speaking engagements to more than 100 trade associations, banks, insurance companies, and affinity groups on a variety of issues pertaining to insurance distribution.Played a critical role in the development and implementation of the Independent Insurance Agents of America's Best Practices Study. Assisted in the development, implementation, and management of the Quality Management/Loss Prevention Program for the insurance industry's most successful Agent/Broker Errors and Omissions insurance company, PAR, Ltd. Represented more than 25 insurance agencies in their sales to both privately-owned and publicly-traded buyers.