OUR four PRINCIPLES
VALUES PAGES ARE USUALLY WALLPAPER. THESE FOUR ARE OPERATING RULES — EACH ONE NAMED, EACH ONE PAIRED WITH THE SPECIFIC WAY IT SHOWS UP WHEN WE BUY AN AGENCY. IF WE EVER FAIL ONE, YOU'LL KNOW EXACTLY WHICH.
.PRINCIPLES REUSED VERBATIM, SITE-WIDEFair Verified Pricingthe number that holds
IN A DEAL, THIS MEANS: THE OFFER IS BUILT FROM YOUR COMMISSION STATEMENTS, CARRIER REPORTS, AND RETENTION HISTORY — NOT A ROUND NUMBER PICKED TO WIN THE FIRST CALL. WE SHOW YOU WHAT WE COUNTED AND HOW WE WEIGHED IT.
THE PRICE AT LETTER OF INTENT IS THE PRICE WE INTEND TO CLOSE ON. ABSENT A MATERIAL SURPRISE IN THE VERIFIED DATA, WE DO NOT RETRADE — AND THAT DISCIPLINE IS WRITTEN INTO OUR LOIS, NOT JUST THIS PAGE.
Honor the Transitionon the seller's terms
IN A DEAL, THIS MEANS: THE TRANSITION IS STRUCTURED AROUND YOU BEFORE CLOSE, NOT IMPROVISED AFTER. YOUR NAME AND DBA ARE RETAINED THROUGH TRANSITION. THE ANNOUNCEMENT — WHO HEARS, AND WHEN — HAPPENS ON YOUR TIMELINE.
WHETHER YOU WANT TO STAY INVOLVED FOR A SEASON OR MAKE A CLEAN BREAK, BOTH ARE RESPECTED AND BOTH ARE PLANNED IN WRITING. NOBODY DISCOVERS THE SALE FROM A FORM LETTER.
Clients Keep Their Promiseservice beyond the sale
IN A DEAL, THIS MEANS: THE DAY AFTER CLOSE, YOUR CLIENTS ARE SERVICED ON PEARL — EVERY RENEWAL REVIEWED ON TIME, CANCELLATIONS CAUGHT THE DAY THEY APPEAR, CERTIFICATES SAME-DAY, AND A HUMAN ON THE LINE WHEN JUDGMENT IS NEEDED.
THE PROMISE YOU MADE EACH CLIENT — I WILL LOOK AFTER THIS — TRANSFERS TO US INTACT. WE MEASURE OURSELVES ON WHETHER THEY'D SAY SERVICE GOT BETTER, NOT MERELY THAT IT SURVIVED.
Quiet Operationsnobody hears until you say
IN A DEAL, THIS MEANS: A MUTUAL NDA BEFORE ANY NUMBERS CHANGE HANDS. YOUR INFORMATION IS SEEN BY THE DEAL TEAM AND NO ONE ELSE. NO ANNOUNCEMENTS, NO HINTS TO STAFF, CLIENTS, OR COMPETITORS, UNTIL YOU DECIDE THE TIME IS RIGHT.
QUIET ALSO GOVERNS HOW WE PURSUE: ZERO PRESSURE TACTICS, WRITTEN INTO OUR LOIS. NO DEADLINE GAMES, NO REPEATED COLD CALLS. YOU SET THE PACE — INCLUDING THE PACE OF NOT YET. OUR FULL COMMITMENT IS AT /SELLERS/CONFIDENTIALITY.
The first principle is the one sellers test first.Here is how the pricing actually works.
WE PUBLISH OUR VALUATION APPROACH IN PLAIN LANGUAGE — WHAT WE LOOK AT, WHAT RAISES VALUE, AND WHY VERIFIED DATA PROTECTS THE SELLER AS MUCH AS THE BUYER.
See how we value agencies