Appraiser and Analyst of Insurance Agencies for:
Mergers and Acquisitions Estates / Probate

Buy / Sell Agreements Disputes

Divorces Dissolution of Agencies

Loans Minority Interests


Litigation Support in Insurance-Related Matters

Providing for the Attorney:

Expert Consultation / Expert Witness Agency Appraisals

Damage Assessment Strategy Development

Expert Testimony Research


Specializing In, But Not Limited To, Cases Involving or Related to:

Disputes Relating to Agency Value Divorce / Professional Goodwill

Breach of Contract Errors and Omissions

Tortious Interference Good Faith / Fair Dealing

Misrepresentation, Fraud, Deceptive Trade Practices Coverage-Related Claims / Question-of-Coverage Claims

Duties of Agent / Company Industry Standards

Relational and Contractual Issues with Producers, Agents, Companies, and Owners    

Arbitrator for Most Types of Dispute Situations, Including Those Listed Above


Consultant to Insurance Agents, Attorneys, Bankers, and Others in the Areas of:
Agency Operations, All Facets Financial Analysis

Errors and Omissions Prevention and Control Sales, Mergers, Acquisitions, and Dissolutions

Contract Review (For Content) Perpetuation

Employee and Solicitor Matters Agency Ownership by Banks and Financial Institutions


Broker and Consultant for:

Sales and Acquisitions Mergers and Dissolutions


Author of Written, Detailed, Comprehensive Agency Profiles for Use In:

Sale of Agencies Purchase of Agencies

Procurement of Contracts Procurement of Loans

 

   2000, 2002, 2007  ©  Roger E. Thomas
   All Rights Reserved.