Our Service to You
Consulting Services for Independent Agents and Brokers
Sale, Merger and Acquisition
With a proven track record in facilitating more than 1,000 M&A transactions, PW & Company offers a depth of expertise to guide clients through the intricacies of strategic planning, feasibility assessment, and successful deal finalization.
Valuation
Valuation of an agency is essential for various transactions, including mergers, acquisitions, sales, estate planning, bank financing, and perpetuation planning. At PW & Company, our partners leverage their extensive experience and industry knowledge to provide precise and reliable valuations for our clients.
Management Consulting
Our team leverages our specialized knowledge to assist in maximizing opportunities and overcoming obstacles in order to enhance your agency's revenue, profitability, and shareholder value.
Platform Builder
Platform Agencies are firms that sell for a premium price due to their larger size and ability to scale. PlatformBuilder is a proprietary process in which PW&Co. partners closely with an agency to develop them into a platform prior to an owner's sale of the firm. This approach combines financial optimization, M&A, ongoing coaching, etc. to grow and optimize the agency's value. This is an ideal solution for an agency owner who has 7 or more years before they are looking to retire.
Strategic Planning
Leveraging a data-driven methodology, PW & Company helps you adopt the practices of high-growth agencies nationwide. Our tailored approach assists you in developing a strategic plan focused on actionable steps to significantly enhance the growth of your business.