INEX Manchester, NH
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Our areas of expertise include:
  • Mergers and Acquisitions (M&A) 
  • Insurance Agency Valuations and Opinions of Value
  • The Agency Optimizer ProcessTM
  • Bank & Credit Union Insurance Program Development
  • Organizational Structure Analysis
  • Strategic Planning
  • Producer Recruitment
  • Financial Analysis
  • Financial & Operational Reviews
  • Due Diligence Reporting
  • Management Reporting
  • Operation Improvements
  • Perpetuation Planning
  • Leadership Development
  • Cost Containment
  • Automation System Optimization and Utilization Reviews
  • File Audits for Traditional Paper and Transactionally Filed Operations
  • Expert Witness Services
  • Agency Optimizer Process