Like our partnerships, Mutual Group Benefits customizes acquisitions to meet your needs. While some prefer an immediate infusion of capital, most sales occur over a period of time with the principals aligning with Mutual Group Benefits during a transitional phase. We can share financial pro formulas with you to demonstrate the advantages of each approach.
Sellers are concerned about protecting their customers - and employees. Our skilled, experienced transition team instills confidence and ensures a smooth migration of accounts.
Our continued success depends on protecting the relationships you've cultivated - from clients to valued staff. When buying a block, we often hire key employees to continue your service tradition and provide continuity to your customers.
If you have any questions, contact Blair Ashcraft at (704) 557-9688 or email@example.com.
6000 Fairview Rd.
Charlotte, NC 28210
Fax: (877) 415-7852
Blair Ashcraft, CLU