Strategy Development

Work smart.

Buying one or more agencies as a means of building a bank-insurance business can be more efficient than starting from scratch; however, it is still a highly complex undertaking. An acquisition strategy will enable your bank to stay focused and achieve greater results through this process.

Reagan Consulting has helped dozens of financial institutions develop such acquisition plans. Our team will work with you to address the many factors involved, from developing profiles for target agencies through post-acquisition integration planning.

Our consultants are respected throughout both the insurance and banking industries for our ability to facilitate successful acquisitions.