Established Expertise Longstanding independent agency with over 60 years in the insurance space presents opportunity to upsell advisory risk management services and bespoke programs to mid-market and small business clients seeking tailored coverage.

Regional Footprint Operations in Salt Lake City and Las Vegas position the firm to cross-sell to nearby commercial and personal lines clients, leveraging local market knowledge to win mid-sized business and continue geographic expansion.

Awarded Trust Consistent E&O+ Excellence Award recognition since 2005 signals high quality assurance and client peace of mind, a strong lever for competitive differentiation when pursuing new business and refi nancing or broker-of-record opportunities.

Tech Modernization Tech stack includes WordPress, Azure, and modern web tools, offering a pathway to present data-driven risk insights, digital onboarding, and streamlined renewal processes to attract tech-enabled clients.

Growth Readiness Revenue in the tens of millions with a lean team suggests potential for scalable solutions, partnerships, and cross-sell of specialty lines, wellness/compliance programs, and larger account conversions as the client base grows.