Rocking H partner Duane Heady

E. Duane Heady, Partner

MY PERSONAL
COMMITMENT TO YOU

I am committed to the independent agency system as a viable network. I represent independent insurance agency investors. And I am committed to finding the best fit available for you and your agency.

Your information will be treated with strict confidentiality.

    Help me understand your business


Please complete the following information so that I can better understand your business.

Agency Information:

Name of Agency:
    		Date Established:
of ,
Agency Address:
    		Agency City:

Agency State:
    		Agency Zip Code:

Phone number:
    		Alternate Phone:

Agency email address:
    		Website:

Number of Locations:
    		Number of Employees:

Number of Licensed Agents:

I prefer to be contacted by...:

    		Fax Number:

Type of Organization:





Agency Management System:

Comparative Rater:
    		Internet Provider:

Principal Information:

Title:

First name:
    		Last name:

Address:

City:
    		State:
    		Zip Code:

Work Phone:
    		Cell Phone:

Email address:

Financial Information:

Lease Terms (monthly):
    		Number of remaining months on lease:

Most Recent 12 Months Commission ($):
    		Most Recent 12 Months Fees ($):

Personal Lines Percentage:
    		Commercial Lines Percentages:

Estimated Agency Value ($):
    		I Prefer:




      Once you SUBMIT the form, the next step will be to complete the
      confidentiality agreement, your income/expenses and personal
      and commercial line companies.
take a look at your options


You have quite a few options 
on how to structure the sale
of your agency:

• Direct purchase 
• Flexibility when cashing out 
• Selling with an option
   to stay involved 
• Basing the payout on renewals 
• Getting paid out over time
   (a helpful tax alternative) 
• Other ideas you may have
   (Rocking H is open) 
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16650 Jones Maltsberger Road | San Antonio, Texas 78247 | P 210.858.0931 | Toll Free 866.874.2741 | F 210-490-8778