PGI understands that each agency has a unique book and personalized needs for selling to the right buyer. We strive to meet your standards and achieve the best outcome for your legacy.
Our dedicated team offers a personalized approach to each acquisition, ensuring your clients continue to receive top-tier service and you receive the benefits you deserve.
PGI understands that each agency has a unique book and personalized needs for selling to the right buyer. We strive to meet your standards and achieve the best outcome for your legacy.
Our streamlined acquisition process is designed to ensure a seamless and supportive transition for agency owners, setting the foundation for long-term success with PGI.
We begin with a detailed discussion to understand your needs and objectives. This allows us to tailor our approach to meet your specific requirements.
Our team conducts a thorough valuation of your book of business and presents you with a competitive offer.
Once terms are agreed upon, we conduct due diligence to ensure a smooth transition, addressing any concerns and preparing for the integration.
We manage the transition with care, providing training and support to your team and ensuring your clients experience uninterrupted service.
Post-acquisition, PGI remains committed to supporting you, your clients, and your team, ensuring long-term success and satisfaction.