Successful business owners and industry leaders will tell you that strategic planning is essential to helping achieve goals.

Albert Lloyd - March 2018

Wait. See. Partner.

As a business owner, your instinct is to be the first-mover—that entrepreneurial spirit and competitive streak is part of why you’re successful.

James Graham - March 2018

Will your agency be disrupted?

The insurance agency system is being disrupted by the acceleration of technological advancement, but not in the way you might think.

¹Marsh, Berry & Company, Inc. Financial Advisory services include M&A Advisory*, Business Planning, Perpetuation Planning and Valuations. The Financial Advisory services provided by Marsh, Berry & Company, Inc. and its affiliates are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of an offer to buy or sell any securities, financial instruments or to participate in any particular trading strategy, or to provide investment recommendations on any company for personal investment purposes. Marsh, Berry & Company, Inc. and its affiliates are not rendering legal, accounting, financial or other advice.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230 Contact Us