Robinson Kathopoulis Law

Point Of Contact: Dana Robinson, Partner

Available Services: Sell-side and buy-side mergers and acquisitions (M&A), including letters of intent, purchase agreements and related transaction documents and due diligence; succession planning, including buy-sell agreements, shareholder agreements and comprehensive operating agreements; corporate governance and clean-up; producer agreements and incentive compensation plans, co-broker, referral and strategic partnership agreements; commercial contract drafting, review and negotiation, including carrier agreements.

IAOA Exclusive Discount: 10% discount on billable hourly rate

Robinson Kathopoulis Law serves insurance agencies at every stage of their lifecycle, from formation and growth to ownership transitions, succession planning, and mergers and acquisitions.

We develop incentive compensation plans to attract and retain top producers and key employees, assist in the acquisition and sale of agencies and books of business, and advise owners on strategies for navigating both planned and unexpected events, including retirement, death, disability, divorce, and third-party acquisition offers.

Our goal is to serve as a long-term partner and trusted resource, providing planning that will both stand the test of time and offer flexibility as the agency grows.