Getting Started

#1 - Explore

While we believe Wichert's procedures will maximize your financial interest, we feel the best place to start is a confidential discussion of your overall agency goals and how Wichert may be able to help you achieve them.

#2 - Agree

If it appears that we have common ground, we will sign mutual confidentiality agreements so we can examine financial statements, company production reports employee contracts and other necessary information.

#3 - Plan

If we continue to move forward, we will examine tax aspects related to the type of corporation versus the possible transaction. We will talk openly about value, potential and plans to perpetuate your agency.