Results For Articles or Consultants
Sales - Mergers - Acquisition
R. MICHAEL STROMAN SUMMARY R. Michael Stroman has over 42 years of experience in the insurance industry. Currently serving as an industry consultant, he assists insurance purchasers, insurance companies and agents, and their attorneys, accountants, and other industry advisors, with agency management, claims consulting, underwriting practices, standard of care, and other technical assistance. Mr. Stroman…
Many agents would love to acquire an agency’s book of business and get hundreds or thousands of clients at once with support staff to take care of those clients. But when someone comes to us with an offer to sell there’s usually something that we don’t know about the agency and the transaction. This article will make you aware of why agents sell their businesses so you can analyze your potential and risks.
Should you plan on perpetuating your agency from the inside or to outside parties? Each agent is in a different situation but here’s a guide to help you decide.
Chris started INS Capital Group (ICG) when he saw a need for a quality, professional advisory firm to assist business owners in the insurance industry with exit planning, M&A and capital raising activities. Chris’ career in the insurance industry has focused on mergers, acquisitions and financing options for agents. Prior to founding ICG, Chris worked…
Frederick J. Fisher, J.D., CCP, is the President of Fisher Consulting Group, Inc., and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member…
Mr. Bushnell is a Certified Public Accountant with over 20 years of experience providing Forensic Accounting services through national and global professional services firms. Know as the “numbers guy” his professional expertise covers Business Interruption Claims, Economic Damage Analysis, and Fraud Investigations. Mr. Bushnell has advised clients in mediation, arbitration and appraisal as a third…
David Stegall is the Principal Consultant and Founder of Risk Consulting & Expert Services (RCES) since January 1, 2007 with over 45 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He…
An interpreter of “insurance-ese” assisting others in understanding insurance policies, procedures, and practices of the industry. Expert Witness/Litigation Consultant in P&C coverages and Agent/Broker “Best Practices”. Four decades of insurance program development in the specialty P&C insurance space. Skilled in the identification, analysis, evaluation, and treatment of complex risk and loss exposures. Insurance Educator for…
Highly experienced insurance industry litigation consultant and expert witness. Broker/Agent Standard of Care, Claims Handling/Insurance Carrier Bad Faith, Insurance Industry Custom and Practice. 400+ retention’s, @100 testimony in Deposition, Trial and Arbitration.
Peter Marchel is President and Founder of Marchel & Associates Risk Consulting. Types of the services offered: Risk review and consulting, broker review and selection, insurance policy review, analysis, and placement, program development, insurance management issues, policy enforcement, claims advocacy and expert witness testimony. Peter has more than 24 years experience in Legal…
