Independent insurance agencies
Hi. I'm Frankie.
Are you excited, anxious, or just curious about who can step into your shoes as an agency owner? If yes, let's get to know each other.
I was born and raised right here in Columbus and I'm looking to take the reins of one amazing independent insurance agency through acquisition. If you've started wondering what happens to yours when you're ready for a change — who keeps their job, whose name stays on the door, what kind of person your clients will depend on — that's the conversation I'd like to have with you.
What I Bring to the Table
You'd be handing over something you spent a career building. Here's who you'd be handing it to.
I ran my own company for the better part of a decade. A small mobile consultancy — I sold the work, wrote the code, trained developers and made payroll. Not insurance, but I know how to operate a business and keep clients happy.
Since then I've led engineering teams and continued consulting for clients in every industry, from Fortune 500 companies to small business owners like yourself. Consulting has taught me how to tackle ambiguous problems, build solutions that people will actually use, and deliver them to people who eventually need me to step back and let them take the wheel.
It's the same problem you have from the other side — your business has to keep working once the person it was built around steps back.
I have an Ohio property and casualty license, and I'm still early in my learning phase when it comes to insurance. The rest of me is on the about page.
What Stays the Same
Your people keep their jobs
These are the people who know your business and your clients inside out — the service everyone counts on doesn't miss a beat.
Your name stays on the door
Decades of local recognition is what you spent your career building. Your clients want the consistency and continuity.
Your clients stay the priority
Same coverage, same service, same expectation that someone who cares is there when something goes wrong.
How a conversation goes
A call
Thirty minutes. I want to hear about what you built and what you want the next few years to look like. I'll share more about my background and how I think I can help get you there.
A short list of questions
Commission mix, carrier appointments, retention, staff tenure, how much of the book runs through you personally. Part of this is me learning more about how the internals work. Part is us both knowing whether this is a fit.
Due diligence and a number in writing
If the fit is there, I'll need to see your books and financials, and learn more about the numbers behind everything. Only then can we start to put a real number down on paper.
Not ready to sell? Still worth a conversation.
If a sale is a few years out for you, that's fine. I'm still looking to meet as many people as I can in the industry, and your insights will help me know what it's like on your side and how you think about succession, even if the timing isn't right.