SFC & CERITY PARTNERS
  • Advisory Services
    • Insurance Agency Advisory Services
    • Wealth Management
  • Principals
    • Bill Baird
    • Robert Gruhl
  • Resources
  • Contact

agency advisory services



​How SFC can help:
Perpetuation planning
Acquisitions/divestiture
Revenue enhancement
organic growth
Acquisition/Merger Profit Analysis
- short and long term Tax law change impact Creating long-term incentive compensation plans for key employee(s)
Use of alternative insurance - protected cell insurance companies
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How we do it .... Assess the current company's business model ​Key drivers Competitiveness Business risks ​Create a custom company financial model for planning, acquisition and risk analysis Analyze the economics of sell now or sell later Explore strategic and operational alternatives Identify and find new sources of capital if needed Evaluate internal resources Provide guidance regarding organizational alignment and management development When needed - recruit and help assimilate new leadership talent