Corporate Finance Advisors

For more than fiteen years, the principals of Corporate Finance Advisors have provided investment-banking and corporate-finance advice to insurance agents, brokers, and intermediaries interested in growing the value of their firms.

What sets us apart? Our senior-level strategic services, tailored to the objectives of your company. And our mission: to develop an ongoing relationship with each of our clients.

We take into account:

  • - your firm's unique situation and goals, not a mythical statistical norm.
  • - your plans for perpetuating your firm, not a "sell-now" pitch.
  • - Your desire for a long-term perspective, not a quick fix.

Contact us to learn how we can help you achieve your goals.

Smart strategies for sales,
acquisitions, and capital raising