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Daniel Walker
Licensed Insurance Agent
Daniel Walker graduated with a BS in Administrative Management in 2005 and has run his family’s insurance agency, FCI Agency, for over 15 years (BBB A+). He is licensed as an insurance agent to write property and casualty insurance, including home, life, auto, umbrella, and dwelling fire insurance. He’s also been featured on sites like Reviews.com and Safeco. To ensure our content is accura...
Licensed Insurance Agent
UPDATED: Nov 4, 2014
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ATTN; DAVID OKLIKER
Financial services businesses are being valued at the highest multiple values to cash flow in corporate history.
Having 30 years of experience in our industry and having worked on over hundreds of transactions, we Advise OWNERS on every aspect of their strategic goals.
-M&A Services
-Operational bench marking
-Equity realignment/ Buy-Sell,
-Private Equity/Strategic partnerships
Organic growth is exceptionally challenging, we sit on a very interesting perch and are idea-driven and deeply informed on the most interesting transactions taking place in our space.
In addition, there are literally thousands of “baby boomer” RIA’s that have reached retirement age who are seeking firms like yours as a transition strategy, it’s a profitable venue for growth with the right cultural fit and we provide a service of making these introductions.
I would like to set up a brief introductory phone call to provide details on our services and background and learn about your firm and some of your goals. Please let me know if we can set up a call.