Business Planning & Development
From sales to marketing and strategic planning, our SWAT team of experts can provide you with tailored solutions to meet your agency's short-term goals and long term vision.
Financial Modeling
Our finance team can develop detailed financial projections including projecting AEP revenue, payroll allocations, delayed commission tracking and other key financial details important to your agency's success.
HEAP Glidepath
With interest rates rising, many HEAP agreements to purchase policies for cash are terminating. Is your agency prepared to manage this change? Executive FMO specializes in developing complex financial models to ensure your agency meets its financial targets while transitioning models.
Preparing for Acquisition
Preparing for an acquisition can be complicated if your agency structure, contracting and book of business are not properly set-up. Our team can help prepare your business for acquisition whether it's under negotiation or a longer term goal.
Independent Agency Launch
Are you a captive agent or LOA looking to start your own business? Our team is experienced in setting up agencies in all 50 states and Washington, D.C. From contracting to initial business set-up, we're here to help you on your next step.
Growth Planning
One of the most difficult periods for a small business is their ability to successfully manage growth. Executive FMO provides detailed strategic planning to ensure that your growth is rapid yet sustainable.
KPI Development
We provide tailored analytics to ensure that you have the data needed to run your operations. From identifying key metrics to developing tracking systems, we build full service analytics suites for agencies from sales to marketing.