Insurance Agents

You serve successful clients, many of whom are business owners and also some who may have an interest in business ownership.

When you have clients who would like to sell their businesses in the near future, strategically plan a future sale (Exit Planning ) or clients who are interested in acquiring a business, please consider referring them to my professional business intermediary services.

My experience and excellent reputation in the industry assures you that you are entrusting your clients to the right hands. My 30 years of experience brings industry knowledge and most importantly, the ability to earn the trust of both business owners and buyers to guide them through the complex process resulting in a successful transaction.

As a Certified Business Intermediary I recognize the importance of a team approach of professional alliances for the best interest of our clients. I am experienced at moving the transaction forward working with legal and financial advisors and financial institutions to ensure the process is efficient and timely, producing a win-win business transaction for both business owners and buyers.

I welcome the opportunity to meet and further discuss my Business Intermediary Services and Exit Planning Advisory Services. (Contact David)