Winston Dunn

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WELCOME TO WINSTON DUNN
Winston Dunn Inc. is a premier insurance
consulting firm specializing in two key growth
components for retail agencies, brokers,
wholesalers, MGAs and carriers across the
country.
winstondunn.com
[phone]
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Services
MERGERS AND ACQUISITONS for INSURANCE COMPANY
SELLERS
If you are an agency owner who is considering
selling your business, then our services to you
are free and confidential. We understand that
this process is about you, your people, your
agency, and most importantly, not about us. We at
Winston Dunn understand the sensitivity entailed
in this process and will never release your name
or the name of your company without your consent.
We recognize that it is Your clarity that is of
the utmost importance. With that said, we will
always openly share the names of the principals
and entities that we are working with on the
buyer side. We pledge to take the time to
understand the issues that are the most critical
to you in seeking a new partner. Our interests
lie in your ideal culture, role and the types of
resources that need to be in place. Understanding
these critical and sensitive issues enables us to
identify and select partners that will meet your
criteria. Although price and terms are extremely
important, most buyers are generally in the same
ballpark. The majority of independent owners who
we have spoken to over the years often share with
us criteria that is essential in a new
relationship providing that price and terms are
at or above market level.
winstondunn.com
[phone]
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The Winston Dunn Advantage to sellers that trust
in us

• No cost to you
• Full disclosure of the buyers that we work with
• Confidentiality
• Courtship by multiple suitors
• Experienced team that has engaged in thousands of
  conversations with agency owners like you across
  the country
• Buyers that range from small independents to
  globally publicly traded firms
• A deep understanding of your industry niche
• Knowledge of which buyers would consider your
  firm a strategic play
• We work on a contingency basis with our buyers
  which enables us to introduce you to more than
  one entity
• We are nimble, yet we can move at whatever pace
  works best for you
• Provide timely and accurate feedback throughout
  the process
• We have an understanding that your views,
  priorities and goals are subject to change during
  the process
• Assist you in identifying buyers that can
  structure acquisitions for your current and
  future value creation
• Ability to provide you with buyers who utilize
  earn-outs tied to pro forma adjustments
• Many of our buyers will create an environment
  that will enable you to maintain most of your
  operating autonomy

winstondunn.com
[phone]
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Services
Executive Search for Clients Retained
We offer retained services at contingency speed.
Payment terms are one-third upon engagement the
balance is performance based and paid on the
start date.
We WILL present you with a short list of
qualified candidates. We WILL NOT fill your box
with a ton of resumes. We know that what you want
is simply to choose from a small group of quality
candidates. Other recruiters might not be sure
what you want, so you end up interviewing
numerous people. When you retain Winston Dunn,
you will be saved from the madness of sifting
through a multitude of resumes from a variety of
search firms. We will save you time. Upon
engagement, we will conduct a collaborated needs
analysis with you about your company and the
potential opportunity.
Once we come to an agreement on the needs
analysis, we will then provide you with a
timetable of all tasks to be performed. These
tasks include a listing of all companies targeted
for the search, a date that you can expect three
to five qualified candidates, references from the
candidates, and interview dates available. We
will also provide you with a weekly activity
report.
winstondunn.com
[phone]
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Company
Winston Dunn Inc. is a premier insurance
consulting firm specializing in two key growth
components for retail agencies, brokers,
wholesalers, MGAs and carriers across the
country. Our focus is centered in Mergers
Acquisitions and Executive Search.At Winston
Dunn, we dedicate ourselves to listening.
Our knowledge is derived from decades of
experience. To gain the status of experts in
your field it is our responsibility to truly
understand your business. We also know, however,
that each person, agency, broker and carrier is
unique. Once specific needs and agenda have been
identified, we then aim to design a custom-fit,
meaningful solution.
We too at Winston Dunn are new business hunters,
so we can relate to the dynamics needed for an
organization to capitalize on its resources in
order to grow. With that confidence and while
keeping you in mind, we have engaged in
meaningful conversations with the industrys most
dynamic producers and creative thinkers.Our
foundation is based on integrity and honesty. We
have the confidence to tell the truth about any
situation and the courage to ask the difficult
questions. Our knowledge is based from the fact
that we cannot expect you to believe in us unless
we believe in ourselves first. At the end of the
day our ultimate goal is to provide you with the
clarity you need to make the best possible
decision.
winstondunn.com
[phone]
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Contact Us
Winston Dunn, Inc.  12258 NW. 49th Street Coral
Springs, FL 33076 Telephone [phone]
winstondunn.com
[phone]