From the complete sell-side client representation to providing the important financial due diligence review of prospective sellers, OPTIS Partners is ready to assist your business with your M&A strategy

Whether you need a valuation for estate planning or are just curious as to where things stand, or if you’re planning ahead for the next principal exit and need help designing a plan that meets the needs of the internal buyers and sellers, OPTIS Partners has the background and experience to help you accomplish your goals

OPTIS Partners has led seminars on perpetuation and M&A topics to agents and insurance company personnel, as well as assisting individual agencies to design and plan their strategies, to help educate participants on these key business strategies. Let us help your business identify and achieve the strategic goals needed to grow and expand the value of the organization.