Insurance Agency Consulting

 


Grow.  Profit.  Plan.  Acquire.  Sell.

Our experience can make all the difference. 

Whether your insurance agency is in a strong growth cycle or whether you are looking to finally reap the benefits of what you've built through a merger or sale, Hawkins, Ash, Baptie Insurance Agency Profitability Services can make a significant impact on your agency's business efficiencies, profits, growth, and your personal financial rewards. 

We offer insurance agencies the following expertise and experience that is specific to and proven within the insurance industry:

  • Value Enhancement Services

  • Insurance Agency Operational Efficiencies Consulting

  • Producer Compensation Models

  • Employee Incentive Consulting

  • Benchmark Analysis

  • Buy/Sell Assistance

  • Agency Succession Planning

  • Employee Cost/Benefit Analysis

  • Purchase Price Allocations

  • Due Diligence

  • Certified Valuation Services

  • Pro Forma Analysis

  • Tax Regulatory Issues/Consulting

  • Contract Reviews

 
Jeff Paro, CPA, CVA, MST

Mr. Paro heads the Insurance Agency Profitability division and provides insurance agency owners with a wealth of agency financial management expertise and experience.

Jeff is a Partner with Hawkins, Ash, Baptie, holds a Master in Science of Taxation, is a Certified Public Accountant and a Certified Valuation Analyst.  Prior to joining the firm Jeff was the Chief Financial Officer of a publicly traded insurance agency with offices throughout the nation.  Among his duties were the analysis and acquisition of over 50 insurance agencies.

Now Jeff puts his experience in the industry and unique qualifications to work assisting insurance agency owners throughout the nation in building value, efficiencies, and profits, and assisting in the succession planning, acquisition or profitable sale of their agencies.

E-Mail Jeff Paro


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