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Roger E. Thomas
CIC
Thomas & Thomas Agency Consultants and Appraisers, Inc.
46 La Costa Drive
Montgomery, Texas 77356
(800) 497-8798 phone
(936) 582-1073 fax
roger@agencyconsultant.com
www.agencyconsultant.com
Curriculum Vitae
Download Thomas’ C.V.
(PDF)
Areas of Expertise
Financial
- Account Collection Solutions
- Cash Flow and Budget Analysis
- Financial Turnaround and Improvement
- Agencies
Sales / Mergers / Acquisitions
- Fair Market Valuations
- Agencies
- Premium Finance Companies
- Due Diligence Investigations
- Merger / Acquisition / Divestiture Advice
- Brokerage of Agencies / Books of Business
- Sale and Acquisition Consulting
- Agency Profile Report
Bancassurance
- Assessment of Viability
- Agency Acquisitions / Mergers / Sales
- Drafting / Negotiating Agreements
- Appraisal of Agencies
- Due Diligence Investigations
- Marketing Plans
- Agency Management
Legal / Litigation Support
- Expert Witness / Litigation Support
- Insurance
- Valuation of Insurance Entities
- Errors and Omissions Cases
- Damage Assessment
- Strategy Development
- Arbitration
- Arbitrator
- Mediation
- Contractual Disputes
- Equity Ownership Disputes
- Non-Compete / Non-Piracy Covenants
Legal (Other)
- Contract Review
- Prototype Agreements
- Mergers / Sales / Acquisitions
Agency Management
- Management Consulting
- Compensation Analysis
- Perpetuation Planning
- Strategic Planning / Long-Range Consulting
- Producer Acquisition / Compensation / Management
- Employee Compensation / Management
- Incentive Plans
- E&O Avoidance and Prevention
- Marketing Programs
- Niche Market Development