Why Choose Us?

The act of selling the enterprise that you built can be…uncomfortable, unfamiliar, confusing, and time consuming. We protect your best interest by providing state of the art, proactive, consultative services and support.

Avoid having to take TPP, reducing the equity value you’ve worked so hard to achieve. Our experience helps maximize the value in your agency.

Simplify your life, let us do the heavy lifting. We work with buyers, sellers, deployment specialists, field sales leaders, and lenders every day.

Eliminate pitfalls and common mistakes sellers before you have made.  We will guide you to an effective and efficient outcome.

Published Articles

Navigating the Path to a Successful Agency Sale

NAPAA Exclusive Focus Fall 2023

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Do It Yourself or Hire a Professional?

NAPAA Exclusive Focus Winter 2022

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Linda Wagner

Principal

Linda is an accomplished Sales, Marketing, Product Development executive and successful small business entrepreneur with demonstrated ability to foster innovation, drive change and achieve results in complex and dynamic environments. Having most recently served as a Field Sales Leader for Allstate where she earned Key Leader award, she also built a full service, highly decorated and award-winning exclusive Allstate insurance Agency in the Chicago Suburbs. During her tenure as an exclusive agency owner, Linda was a member of the Midwest Region Advisory Council, earning Inner Circle Elite, Circle of Champions, National Conference, Honor Ring, Closers Club, and Premier Agency status.

Prior to her journey with Allstate, Linda worked for prestigious companies including Citigroup, JP Morgan Chase, and General Electric, where she delivered sustainable profits, while employing cost containment strategies and dynamic risk management techniques. Linda’s specialties include product development, sales and marketing, as well as merger and acquisition due diligence and analysis.

Linda earned a Bachelor of Science degree from Missouri State University and a Masters of Business Administration degree from Webster University. She is happily married with one adult son, and is a diehard St. Louis Cardinals baseball fan.