Acquisitions & Succession planning
We are one of the leading Managing General Agencies in Canada, helping clients with a complete range of Insurance & Investments Brokerages acquisitions and succession planning.
EXPERIENCE
Over 50 years of combined experience
CUSTOMER SERVICE
We treat our Financial Advisors with respect, honesty, and integrity.
BEST PRODUCTS
We carry the best services in the financial services sector because we believe our Financial Advisors deserve the best products no matter what are their needs.
If you are an AGA or MGA interested in selling books of business or succession planning for your business!
we are interested in acquiring your Books of Business or undertake succession planning for your business across Canada.
If you are an Independent advisor, looking to retire then we have a succession plan for junior advisor to look after your clients and your books professionally.
When closing a deal, you should be clear on the value potential it will bring in. We can help you look at your acquisitions from a new perspective and bring in new insights to deliver maximum value. When you choose us, we will help you in defining your strategy, analyzing the problem areas and guide your business towards sustainable growth. Our experienced team can set your business goals, generate and evaluate key initiatives and identify any gaps in your business plans so that you can develop better international and local market strategies.
Branching out into new businesses can bring in extraordinary growth, maximum utilization of existing resources and also leaving behind unattractive industries. It can be a challenging decision as it comes with a lot of rewards as well as risks. With us you’ll be getting help in identifying and defining these key points of diversification:
Does the industry you are entering into have the potential for profit?
What are the costs incurred to enter the new industry?
What are the pros and cons of entering the industry and how can we overcome the disadvantages?
At OM Financial Inc., you will be able to assess the income statements, combined profitability and determine how to make use of the synergies, to bring the most positive impact for the merger and acquisitions. You will not have to worry about anything whether it is tax benefits, debt capacity, reduced cost of equity or even diversification. We will also help you in determining the economies of scale, market share, competition analysis and assess the growth from new and expanded markets.
The value a merger and acquisitions would bring is undisputed. But it also affects the people as it brings a huge operational and cultural change. We understand how hard it would be to give them the necessary support and training to cope up with the change. At OM Financial Inc., we can help you in implementing effective change management that would make the rest of the process seamless and efficient. We focus on:
Defining the direction of change
Energizing the organisation
Training the employees to cope up with the change
Driving execution
