OPTIS Partners :: Services

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 »



Budgeting & Financial Reporting OPTIS Partners‘ services in this area focus on a broad range of functions and topics, including these areas of expertise … READ MORE »	Procedure Work Flow Analysis Executing the numerous tasks required to sell and service clients and to manage the business, and performing these tasks well … READ MORE »	Litigation Support & Testimony OPTIS Partners has provided testimony in matters relating to valuations in shareholder disputes or business dissolution … READ MORE »

Compensation Planning Executive, sales and support salaries, including employee benefits expense, is the largest broad expense category for all agencies with sales and support salaries … READ MORE »	Errors & Omissions Loss Control Agents & brokers face ever higher expectations from insureds and insurers alike. What‘s more, the severity of E&O claims … READ MORE »	Seminars, Workshops, Lectures OPTIS Partners has presented on a variety of topics related to the insurance distribution system. … READ MORE »

	Strategic and Business Planning Business and Strategic planning is a process in which decisions are made and action plans essential to the future of the … READ MORE »