At Regelle Partners, we
believe in the value of independent insurance agents—the value you bring to your
customers and the value of your agency itself. And our team of professionals has
the experience and judgment to help you define, enhance and leverage that value.
Regelle Partners provides
transaction advisory, due diligence and consulting on preparing a business for
sale to participants within the insurance industry.
Some of our services include:
Divestiture and Sale Transactions
When advising on behalf of
selling companies, special board committees or selling shareholders, we can
provide transaction advice, assist in negotiations and give impartial and
objective advice about the merits of proposals received.
- Advise on appropriate sale process for the situation
- Valuation ranges
Assist in preparing the confidential information memorandum or other
- Strategic consulting
- Identify and contact selected qualified acquirers
- Assist in negotiating
and closing the acquisition
Whatever we do for you, rest
assured that it will be done with professionalism and a commitment to
excellence—with a continued focus on helping our clients increase value.
Why hire a transaction advisor?
When faced with the tasks of
buying, selling, funding or growing your business, a wise business owner seeks a
professional advisor. Why? Simply put, experienced, industry-focused advisory
services will enhance the likelihood that you will make successful, more
Critical Functions of an Advisor
Benefits of Using Experienced Transaction Professionals
- To Benchmark the Value of Your Business
- To Prepare and Promote
- To Provide Due Diligence Support
- To Protect Your
Interests Throughout the Transaction
By using Regelle, we will:
The bottom line: your goals are achieved with less risk and stress.
- Represent Your Best Interests
- Minimize Your Distraction from
Core Business Activities
- Ensure a Smooth, Timely Transaction
Enable You to Maintain Control of the Process
- Optimize Transaction
Us today for a no obligation, confidential consultation about selling