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The Moberg Group, Inc.  93 Church Street, Suite 206, Franklin, NC 28734  -  (800) 630-2884  -  info@moberggroup.com

Additional Services

Times are very difficult. Agencies are facing soft markets, unparalleled competition, and reduced revenue with more work.

There is no better time to get help. Maybe it's time to begin the process of identifying where you can improve the efficiency of your operation while getting stronger and positioned to meet the market head on!

Are you looking to grow faster than you are able to grow organically? Is a merger or acquisition on the horizon? Or, maybe it’s time to begin planning the perpetuation of your agency. A very large percentage of agency owners are “Baby Boomers” approaching retirement. Do you have a perpetuation plan?‚Äč
Management Strategy
Performance Management
Process Optimization
Management Strategy
  • Sales & Marketing

  • Agency Performance

  • Preliminary Industry Performance Evaluation

  • Compensation Programs

  • Staff Evaluations & Recommendations

  • Producer Performance

  • Evaluate current work-flow

  • Productivity Analysis

  • Quality Assurance Practices

Mergers & Acquisitions
Business Planning
Automation Analysis
  • Evalution of Prospetive Acquisitions

  • Valuation of Acquisitions

  • Developing Strategies

  • Tax Purposes

  • Agency Sale

  • Estate Valuation

  • Preparing the Agency

  • Develping a Plan

  • Managing the Plan

  • Learn More

Agency Valuation
Agency Perpetuation
Information Security