Products & Services

Business Consulting

Take Control of Your Business

OIA’s passionate team of experts is here to help you uncover opportunities for growth and ensure your business is in its best position for perpetuation.

Strategic Business Planner

Create a new competitive advantage for agencies by aligning people, process & products.

Data & Analytics Expert

Enable agencies to make more informed business decisions using technology & data.

Change Agent & Innovator

Equip agencies with critical insights to help them thrive in an ever-changing marketplace.

Trusted Advisor

Provide agencies with unbiased guidance that arms them with the knowledge to succeed.

Consulting Services

  • Valuation
  • Business Planning
  • Perpetuation Planning
  • Errors & Omissions Coverage Review and Shopping
  • Introductions to Accounting, Legal and Banking Resources
  • Leadership Training
  • Technology

Consulting Services

Valuation
Business Planning
Perpetuation Planning
Introductions to Accounting, Legal and Banking Resources
Leadership Training

Meet Our Seasoned Professionals!

Carey Wallace
Business Planning
Craig Niess
Business Planning and Valuation Manager
Ashley Fitzsimmons
Peer Exchange, Marketing, and Digital Marketing Consulting
Jason Walker
Technology Consulting

Ready to Get Started?

We’re here to ensure your business continues its success.
Call our business consulting team at (800) 555-1742 or complete the form below.
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Meet Our Seasoned Team!

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