Financial Advisory

Consulting Services

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Consulting Services for Insurance Brokerage & Wealth Advisory Firms

Increase organic growth, profit and value

MarshBerry’s consulting services for insurance companies and wealth management firms can help you increase organic growth, profit and value through all stages of ownership. As a leading provider of advisory and consulting for insurance companies and brokerage firms, our expertise spans markets including Retail & Specialty Brokerage, Wealth Advisory and Distribution & Underwriting Services.

TURN TO MARSHBERRY’S CONSULTING SERVICES FOR INSURANCE COMPANIES TO INCREASE ORGANIC GROWTH, PROFIT AND VALUE.

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MarshBerry Consulting & Advisory Services include

Strategic Planning

View More The process of determining & establishing the strategic direction of your firm by establishing your mission, vision and values and determining your long-term goals. View More

Perpetuation Planning

View More A continual process that enables a fluid transition of management, leadership, production and ownership of your firm. View More

Valuations

View More By conducting a deep analysis of your firm's management & financial structure, the current and project value of your firm is assessed. View More

Due Diligence

View More A comprehensive appraisal of a business undertaken by a prospective buyer to establish its assets and liabilities and evaluate its commercial potential. View More