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

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Buy / Sell
Agreements |
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Disputes |

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Divorces |
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Dissolution
of Agencies |

Litigation Support in Insurance-Related
Matters
Providing for the Attorney:
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Expert Consultation
/ Expert Witness |
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Agency Appraisals |

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Damage Assessment
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Strategy Development |

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Expert Testimony
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Research |
Specializing In, But Not Limited To, Cases
Involving or Related to:
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Disputes Relating
to Agency Value |
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Divorce / Professional
Goodwill |

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Breach of Contract |
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Errors and
Omissions |

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Tortious Interference
|
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Good Faith / Fair
Dealing |

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

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Duties of Agent
/ Company |
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Industry
Standards |

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Relational
and Contractual Issues with Producers, Agents, Companies, and
Owners |
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Arbitrator for Most Types of Dispute
Situations, Including Those Listed AboveConsultant to Insurance Agents,
Attorneys, Bankers, and Others in the Areas of:
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Agency Operations,
All Facets |
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Financial Analysis
|

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

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Contract Review
(For Content) |
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Perpetuation |

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Employee and Solicitor
Matters |
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Agency Ownership
by Banks and Financial Institutions |
Broker and Consultant for:

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Sales
and Acquisitions |
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Mergers
and Dissolutions |
Author
of Written, Detailed, Comprehensive Agency Profiles
for Use In: 
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Sale of Agencies |
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Purchase of Agencies |

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Procurement of
Contracts |
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Procurement of
Loans |
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