“The
planning process – vision, strategy, and
implementation – opens the door for positive
change.”
— Pamela
Millard
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- Measurable goals and the
game plan to achieve them
- The ability to respond
to changing conditions
- Alignment with key carriers
through joint planning
- A shared vision that your
whole agency will want to achieve
- A manageable business
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Take
charge of your business. Companies with written
business plans have higher profits—100% higher
on average. Yet less than a third of all companies
have written strategic
business plans. Transformation Advisors can
help you develop—and
implement—a comprehensive planning program
for the strategic management of your organization.
- Strategic
Business Planning
Experience strategic planning designed to meet your
business needs, either on-site or via email, Internet
and phone.
Your plan doesn't confine you to some static action.
Your plan will help you respond to the threats
and opportunities that arise.
Be proactive. Planning
isn’t
an event. It’s
a process. What are you waiting for? Learn
more…
- Working
Your Plan
Every good strategic plan needs a tactical implementation
plan to back it up. Transformation Advisors can
help you ensure that the everyday urgent priorities
don’t
keep you from working on the important priorities
supporting your vision and goals. We can help you
keep your plan
alive with scheduled strategic accountability counseling
sessions. Learn
more…
- Strategic Problem Solving
Take strategic planning to a whole new level and
apply it to the day-to-day problems that
keep you working
overtime. There’s a trick to solving
problems so they stay solved. We call it
thinking SMART. If you’re tired
of solving the same problems over and over
again, let us show you how it’s done.
Learn
more…
- Sales & Market
Planning
Sales is not a department, it is a process.
We help agencies get organized to sell
and then
manage the
sales process.
We facilitate the development of customized
sales and marketing strategies to transform
your agency
into a
proactive sales organization.
- Management
Transition & Business Succession
Planning
Who will own your agency when you’re ready to leave
the business? It’s never too early
to start planning your exit strategy.
Today you
have choices.
The closer
you get to retirement, the fewer options
you may have. We can help you plan for
the future
of your agency.
If your thought
is to sell to an outsider, profitability is
the key to return on the sweat equity you have
in your business.
If your plan is to sell to current or future
agency employees, the market value of the agency
is less important than the ability of the buyers
to run the business successfully.
The actions you take today would be very different
for one goal than for another.
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- Merger & Acquisition
Planning
Buying and partnering with agencies has become a way
of life in the insurance industry. To ensure that
the acquirer and the acquired are both ready and
the right candidates for the transaction, extensive
analysis must be completed. In addition to agency
valuations, we have strategies and tools to organize
the process and help perform due diligence.
Get started
today. Call Transformation Advisors, Inc., or email
us about your issues and concerns.
We’ll
call you.
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