Trust in the experts in
Agency Management Initiatives

INEX Capital & Growth is your partner for progress.

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Mergers & Acquisitions

With over 40 years of industry expertise with professional designations (CPCU, CIC, CCIM), we work with agency owners through their M&A.


Insurance Agency Valuations

If you need help in strategic planning or M&A, INEX Capital & Growth can provide agency valuation services to equip you with optimizing your agency’s value.


The Agency Optimizer Process

We developed the Agency Optimizer Process™ to aid in getting the best valuation for your agency, leading to an increased earning potential for you.


Marketing Remote CSRs

Agencies choose our remote CSRs for client servicing, back-office operations, cross-selling opportunities, and carrier requests. Our US-based, highly-trained insurance professionals can help your staff excel and thrive.


Turnkey Agency Development

For those who are unfamiliar with the industry but want to establish agencies, we offer our expertise in the independent insurance agency sector.


Organizational Structure Analysis

We have over 500 insurance M&As under our belt, and we provide independent insurance agents with organizational structure analysis for future optimal agency perpetuation and succession planning.


Litigation Support Services

INEX Capital & Growth Advisors has been long-trusted for expert insurance consultation in various litigation cases. We provide insight into agencies’ practices, insurance coverage, and other matters that may be brought up during litigation.


Strategic Planning

If your agency needs help planning your roadmap, honing your strategy, and prioritizing initiatives, INEX Capital & Growth Advisors helps you achieve your goals.


Financial Analysis

We can assist with evaluating and improving agency workflows, as well as assessing and implementing organization KPIs. INEX Capital & Growth Advisors can help you fine-tune your company’s insurance and business practices.


Due Diligence Reporting

Whether you need a due diligence report for your upcoming M&A or for business valuation, INEX Capital & Growth Advisors can help provide the due diligence that suits your needs.

Moving Your Vision Forward

As your partner, we ask what you see in your future and help you make it happen. This involves discussing your succession plans – whether internal or external – and together determining what path is right for you and your agency. We will take a deep dive into your agency and business best practices and KPIs to measure results and determine how we can help improve your operation. Our objective is to optimize the value of your agency for greater financial rewards today and when you are ready to sell.

From business strategy to customer experience and go-to-market readiness, INEX plans, designs, and delivers transformative solutions.