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ABOUT US
L.M. (Mike) Santiago is a Chartered Professional Accountant (CPA, CA) who spent 34 years in the insurance brokerage industry as a brokerage owner and operator.
Mike bought and sold over 50 brokerages and has a unique insight as to what brokerage owners are looking for when they are buying or selling a brokerage.
OUR VISION
To assist Insurance Brokerage Owners with their succession planning, exit and retirement strategy and maximizing the value of their brokerage on a sale.
​SERVICES
TESTIMONIALS
"He who represents himself has a fool for a client." ABRAHAM LINCOLN
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