Tuesday, July 25, 2017
VALUATION
A Fair Market Valuation (FMV) is a thorough review of the financial and operational attributes of a business enterprise, … READ MORE »
PERPETUATION PLANNING
The internal transition of ownership from one generation to another is a process, not an event. This process may occur over … READ MORE »
MERGERS & ACQUISITIONS
The insurance brokerage-agency marketplace is a vibrant, evolving and dramatically changing landscape. The seller universe … READ MORE »



OPTIS Partners‘ services in this area focus on a broad range of functions and topics, including these areas of expertise … READ MORE »
Business and Strategic planning is a process in which decisions are made and action plans essential to the future of the … READ MORE »
OPTIS Partners has provided testimony in matters relating to valuations in shareholder disputes or business dissolution … READ MORE »
Executive, sales and support salaries, including employee benefits expense, is the largest broad expense category for all agencies with sales and support salaries … READ MORE »
 
OPTIS Partners has presented on a variety of topics related to the insurance distribution system. … READ MORE »
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