POLICASTRO, WIK & COMPANY
Point of Contact: Joseph Wik, Partner
Available Services: We provide management consulting, valuation, mergers & acquisitions (buy-side and sell-side representation) in the independent insurance agency space.
IAOA Exclusive Discount: 10% discount on engagements for IAOA members (excluding sell-side representation)
Policastro, Wik & Company is a national management consulting firm with roots going back four decades serving the needs of Independent Insurance Agencies and Brokerages. With over 1,000 agency acquisitions, sales, internal perpetuations, and mergers completed; we utilize our deep industry expertise to guide clients in growing their revenue, expanding their profits, and maximizing shareholder return.
Our partners and team members have worked with independent insurance agencies across the US. Our partners are deeply passionate about the independent insurance agency industry as they have personally owned, purchased and sold insurance agencies with their own money. These experiences provide a unique perspective when advising our clients. Our partners have been in the shoes of independent agency owners and have grappled with the same challenges they face.
The Policastro, Wik & Company team holds itself to the 4 core values:
- Independence – As consultants, we maintain total independence from third parties. Our only objective is to ensure the best outcomes for our clients.
- Creative Solutions – The advice we provide is based on your objectives as well as the opportunities and risks your agency is facing.
- Competence – All of our consulting services are focused on serving the needs of independent insurance agents and brokers.
- Confidentiality – We treat all of the information gained during the consulting process with the utmost confidentiality.