SUKAY & ASSOCIATES, INC.
NAPLES, FLORIDA

We are often asked one simple question: We are not a “sell” focused advisor. We believe strongly in our company and our approach. The primary things that make us different is our We are focused on achieving your goals. We do not enter a relationship with any preconceived idea of what the client is trying to achieve. We work hard to try to understand the goals from everyone’s perspective. We will explain all of the different strategies and options along with the benefits and risks associated with each option. We have a clear understanding of the insurance business. We were top executives responsible for the financial and operational aspects of one of the largest agencies in the United States. The sale of your business may be the single most important decision of your career As a result, we will work tirelessly to achieve our client’s goals. These goals, which will be discussed at the earliest stage and revisited throughout the representation, helping ensure that we are continuously in sync with our clients. We view each engagement and transaction as if we were the owner of the business. With years of professional experience negotiating transactions and executing deals, we understand that the success of any deal will be measured after the closing. We believe in spending the time to find the best match between the Buyer and Seller. Our experience is that Managing Directors in many advisory firms are often involved in the beginning of a client engagement and during the final negotiations, leaving the most critical part of the review to be performed by junior members of the firm. We believe that a client should expect the best in all stages of the process. Sukay & Associates is committed to having the most experienced people involved in every facet of negotiations, the business review and post-closing integration. We are a financial advisory firm that focuses exclusively on representing insurance brokers in business transactions. We work closely with a limited number of clients, at one time, to ensure that we exceed expectations and deliver superior results. Our focus is typically on agencies with revenues between $2.5 million and $25 million, located within major metropolitan areas. When we came to negotiate our sale to Brown & Brown, the process was difficult for us on so many levels, but most of all on an emotional level since we have been in business for over 103 years. We could not have navigated through this process without the help of Sukay & Associates, Inc. They not only helped us through the financial and operational hurdles, but were able to use their experiences to assist us in the emotional and transitional part of the process. We are often asked one simple question: We are not a “sell” focused advisor. We believe strongly in our company and our approach. The primary things that make us different is our We are focused on achieving your goals. We do not enter a relationship with any preconceived idea of what the client is trying to achieve. We work hard to try to understand the goals from everyone’s perspective. We will explain all of the different strategies and options along with the benefits and risks associated with each option. We have a clear understanding of the insurance business. We were top executives responsible for the financial and operational aspects of one of the largest agencies in the United States. The sale of your business may be the single most important decision of your career As a result, we will work tirelessly to achieve our client’s goals. These goals, which will be discussed at the earliest stage and revisited throughout the representation, helping ensure that we are continuously in sync with our clients. We view each engagement and transaction as if we were the owner of the business. With years of professional experience negotiating transactions and executing deals, we understand that the success of any deal will be measured after the closing. We believe in spending the time to find the best match between the Buyer and Seller. Our experience is that Managing Directors in many advisory firms are often involved in the beginning of a client engagement and during the final negotiations, leaving the most critical part of the review to be performed by junior members of the firm. We believe that a client should expect the best in all stages of the process. Sukay & Associates is committed to having the most experienced people involved in every facet of negotiations, the business review and post-closing integration. We are a financial advisory firm that focuses exclusively on representing insurance brokers in business transactions. We work closely with a limited number of clients, at one time, to ensure that we exceed expectations and deliver superior results. Our focus is typically on agencies with revenues between $2.5 million and $25 million, located within major metropolitan areas. When we came to negotiate our sale to Brown & Brown, the process was difficult for us on so many levels, but most of all on an emotional level since we have been in business for over 103 years. We could not have navigated through this process without the help of Sukay & Associates, Inc. They not only helped us through the financial and operational hurdles, but were able to use their experiences to assist us in the emotional and transitional part of the process. Sukay & Associates, Inc. is a financial advisory firm that focuses exclusively on representing insurance agencies and brokers in business transactions. We work closely with a limited number of clients, at one time, to ensure that we exceed expectations and deliver superior results. Sukay & Associates was founded because of a real need for advisors who have been responsible for the execution and the post closing success of a deal. Most advisors are not experts in creating value for their clients. If you are looking for experienced advisors who will work tirelessly on your behalf, please contact us. We are truly committed to achieving our clients’ goals; we are not just involved. Our combined deal experience and insurance experience is not something that can be matched by our competitors.