Articles
Analysis, Cornerstone Guides, and commentary. 3 pieces.
Cornerstone Guide
Comparing the Top Agency M&A Advisors: MarshBerry, Sica Fletcher, Reagan Consulting, OPTIS Partners
An operator-perspective comparison of the four major firms, with boutique alternatives and a six-step selection framework.
Cornerstone GuideHow to Value an Insurance Agency in 2026
The framework serious M&A advisors use, with current Q4 2025 multiple ranges and the eight factors that move the number.
Cornerstone GuideThe Complete Guide to Agency Management Systems for Independent P&C Agencies
Seven platforms, the seven decisions that actually matter, and why platform-fit beats platform-quality every time.