OPTIS Partners :: Consultants to the Insurance Distribution System

OPTIS Partners is an investment banking and financial consulting firm providing expert services to the insurance distribution industry. Based in Chicago, IL, OPTIS Partners consists of a small group of highly skilled insurance and finance professionals with extensive insurance industry experience. The roots of OPTIS Partners date back to the 1970s and ‘80s when our Principals began their careers in the insurance distribution sector and “Big 8” public accounting firms. Today, the practical hands-on, real-world experiences we‘ve gained is a key attribute of the work we do for our clients.

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 »
		Information on all services

Whether you‘re searching for pragmatic guidance with mergers and acquisitions, in need of succession alternatives or strategic planning, or desire an independent look at your firm‘s internal processes, work flows and E&O prevention program, OPTIS Partners is uniquely positioned to help. The common goal in everything we do is to assist agency principals and other interested parties to:

Enhance the productivity and profitability of your firm
Maximize the value and long-term returns to your owners
Improve the financial information utilized in management of the firm‘s operations

Since 2012