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Donovan Sullivan & Ryan

Insurance Agency Services

Contact Us (781) 329-1690

Consulting for Insurance Agencies in Westwood, MA

Donovan, Sullivan & Ryan is committed to being the pre-eminent accounting and management consulting firm to insurance agents and brokers. We are active members of the Massachusetts Association of Insurance Agents and regularly attend their professional training and development programs.

Services Provided to Insurance Agents & Brokers

  • Agency mergers, acquisitions and clusters
  • Operations profitability review  
  • Agency accounting assistance and trainning
  • Agency sales negotiations
  • Agency expansion and financing
  • Insurance agency valuations
  • Agency succession planning
  • Business entity selection (LLC, S Corp. elections)
  • Accounting systems review and evaluation
  • Office systems and controls review

Insurance Agencies...

Insurance agencies are unique businesses that present problems and challenges uncommon to most other businesses. Agencies sell and service products that they never own. An insurance agency benefits from working with a CPA firm which understands the nuances of the insurance business and insurance agencies.

Donovan, Sullivan & Ryan serve as part of a team for many insurance agents and brokers. Our insurance clients range from small agencies to large agencies with millions of dollars in commissions. We have helped our clients face industry restructuring and consolidation. We understand that access to markets, pricing, and technical abilities can play an increasingly important role in customer decisions.

Our many years of experience in working with insurance agencies has afforded us numerous opportunities to work with the aspects of business and financial guidance which would be most beneficial to the future of your insurance agency.

 

What Clients Say About Us...

"Mike Ryan and his associates at Donovan, Sullivan & Ryan have assisted us through a number of complex business situations. From IRS audits and a tax-free reorganization to acquisitions of other agencies, they have served as trusted advisors who understand insurance agencies."

John W. Keefe, President
Corcoran & Havlin Insurance Agency, Inc.
Wellesley, Massachusetts

"We have relied on Donovan, Sullivan & Ryan's tax and management advice related to corporate and estate planning problems we encountered during a management change at John T. Burns Insurance Agency. They were able to provide us with creative, workable solutions."

Lucille J. Burns, President
John T. Burns Insurance Agency, Inc.
Newtonville, Massachusetts