Optimum Performance Solutions

Name

Optimum Performance Solutions

Legal name

Optimum Performance Solutions, LLC

Website

https://optperform.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional Consulting Services: Hourly general consulting services or retainer-based engagements depending on client needs. Services include agency valuation, perpetuation planning, merger and acquisition advisory, compensation system design, marketing programs, profitability analysis, workflow assessment, and training.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Optimum Performance Solutions is a management consulting firm that helps insurance agency owners buy, sell, merge, perpetuate, and operate their agencies more profitably. It delivers advisory engagements covering agency valuation, mergers and acquisitions, perpetuation planning, strategic planning, compensation design, marketing/production, retention, underwriting profitability, workflow, training, general consulting, and expert witness testimony, supplemented by proprietary spreadsheet-based management tools used in the CIC Agency Management Institute curriculum.

Product overview

Optimum Performance Solutions is a management consulting firm serving the insurance industry with a portfolio of advisory services. The company offers a unified set of consulting offerings organized around agency lifecycle needs: agency valuation, mergers, acquisitions, and perpetuation planning (for buying/selling/transitioning agencies), alongside operational consulting services including planning, compensation design, marketing/production, retention strategy, profitability management, workflow analysis, staff training, and general/expert witness consulting. The firm also provides proprietary management tools (spreadsheet-based calculators) for agency operations. Rather than a software platform with modules, the offering is a service-based practice where consultants deliver personalized advice and documentation to clients ranging from small family-run agencies to Fortune 500 divisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency Valuation Determines the fair market value of an insurance agency based on its sustainable future earnings power, using Optimum Performance Solutions' proprietary documents and software and producing a comprehensive report with insights into the agency's strengths, weaknesses, and value-maximization strategies. The service is intended for insurance agency owners and prospective buyers/sellers evaluating transactions.
• Mergers Structures unique merger deals between insurance agencies, addressing stock ownership percentage, owner compensation, and management authority, and serves as negotiations facilitator to develop a Memorandum of Understanding. The service is for insurance agency owners pursuing mergers with peer or successor agencies.
• Acquisitions Assists insurance agency owners with structuring acquisition deals including asset vs. stock structures, tax and liability implications, price terms and allocation, and drafting Letters of Intent and Asset Purchase Agreements. The service is for insurance agency owners and executives pursuing add-on or platform acquisitions.
• Perpetuation Guides insurance agencies through ownership transition planning, addressing tax implications, funding mechanisms, cash flow, and the needs of current owners and prospective future principals, and produces comprehensive perpetuation plans for carriers, banks, and ownership-transition roadmaps. The service is for insurance agency owners planning internal or external ownership succession.
• Planning Facilitates off-site meetings with key agency personnel to develop strategic and tactical plans, including situational analysis, mission statement development, goal setting, action plans, and implementation responsibility assignments. The service is for insurance agency leadership teams seeking structured strategic planning.
• Compensation Designs compensation systems linking employee attraction and retention with agency business needs and profit goals, including transition planning and sample employment agreements to reduce client piracy risk. The service is for insurance agency principals and HR/compensation leaders.
• Marketing/Production Develops detailed marketing and production programs tailored to specific agency needs, assessing portfolios, identifying growth opportunities, and creating production plans suited to agency structure and personnel. The service is for insurance agency sales and marketing leaders seeking production growth.
• Retention Assists insurance agencies in developing effective retention programs by identifying where and why clients are being lost and providing strategies to minimize attrition and grow commission and contingency profitability. The service is for insurance agency owners and producers focused on client retention.
• Profitability Provides detailed analysis of insurance agency loss trends, identifies causes of adverse loss results, develops strategies to overcome trends including marketing programs, and assesses in-house underwriting measures to capitalize on contingency opportunities. The service is for insurance agency principals and underwriting managers seeking improved loss ratios and contingency profitability.
• Workflow Specializes in workflow and staff stratification analysis to identify inefficiencies and provide short- and long-term improvement recommendations, helping operations become more streamlined and customer-oriented with a focus on growth and profit. The service is for insurance agency operations leaders.
• Training Provides tailored training programs for insurance agency sales, marketing, retention, and service success, including role-playing situations realistic to the agency's environment to develop solutions to employee and organizational challenges. The service is for insurance agency owners, sales leaders, and HR teams.
• General Consulting Offers hourly general consulting services or retainer-based consulting, including financial and productivity reviews, budgeting, space planning, and in-house seminars on various management topics. The service is for insurance agency owners needing flexible, ongoing advisory support.
• Expert Witness Provides litigation support including agency value assessment and damage calculations, with availability to appear in court for expert testimony in disputes involving agency valuations. The service is for attorneys, insurance agency principals, and parties to disputes over agency value or related damages.
• Management Tools Spreadsheet-based management tools developed by Jon Persky for the CIC Agency Management Institute Curriculum, including Account Profitability, Writing One Account, Income Statement Comparison, Producer Goal Setting, and Lifetime Value/Retention tools. The tools are for insurance agency owners, principals, and producers seeking standardized analytics for managing accounts and producers.

Quantifiable outcome

• $100,000+ claims money recovered in one year through Loss Ratio/Profitability review
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• American Agents AlliancecoreGTM or Marketing PartnerState insurance association endorsement providing credibility and referral channel for consulting services to insurance agencies in California and nationwide members.
• Professional Insurance Agents of GeorgiacoreGTM or Marketing PartnerState insurance association endorsement for PIA of Georgia, providing credibility and referral network for consulting services.
• Professional Insurance Agents Western AlliancecoreGTM or Marketing PartnerState insurance association endorsement covering Washington and western states, providing credibility and referral channel.
• Independent Insurance Agents of Indiana, InccoreGTM or Marketing PartnerEndorsed by IIA of Indiana for insurance agency consulting services.
• Kansas Association of Professional Insurance AgentscoreGTM or Marketing PartnerState insurance association endorsement in Kansas.
• Independent Insurance Agents & Brokers of SCcoreGTM or Marketing PartnerEndorsed by IIAB of South Carolina for consulting services.
• Pacific Interstate Insurance BrokersminorGTM or Marketing PartnerEndorsed by PIIB for insurance agency consulting.
• United Valley Insurance ServicesminorGTM or Marketing PartnerEndorsed by United Valley Insurance Services for consulting services.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• MarshBerry: MarshBerry is a Cleveland-based consulting firm specializing in insurance agency M&A advisory, perpetuation planning, valuations, and operational benchmarking — virtually identical services to Optimum but at meaningfully greater scale and geographic reach.
• Reagan Consulting: Reagan Consulting is an Atlanta-based firm focused on insurance agency management consulting, perpetuation planning, and operational benchmarking — a closely aligned competitor in the same niche.
• The Flanders Group: The Flanders Group provides agency M&A advisory, perpetuation planning, and consulting to insurance agencies, overlapping directly with Optimum's core offerings and serving the same customer base.
• P&C Agency Consulting: A boutique consulting firm providing valuation, perpetuation, and operational advisory to P&C insurance agencies, competing for similar independent-agency clients.
• Insurance Agency Support Services (IASS): Boutique consultancy providing back-office, valuation, and operational consulting to independent insurance agencies — comparable in size and target customer to Optimum.

Broad incumbents

• HUB International: A large North American insurance brokerage that actively acquires agencies and provides consulting on perpetuation and operational improvement — an incumbent encroaching on Optimum's agency M&A niche.
• Arthur J. Gallagher & Co. One of the largest insurance brokerage and risk management firms globally, with consulting capabilities spanning agency M&A, perpetuation, and operational advisory — overlapping with Optimum but embedded in a much broader platform.
• Marsh McLennan Agency: The middle-market brokerage arm of Marsh McLennan offers consulting and M&A advisory to agencies, providing scale and enterprise-grade capability that competes for Optimum's larger Fortune 500 division clients.

Others

• Society of Certified Insurance Counselors (The National Alliance): The professional education body that delivers the CIC designation and the curriculum platform on which Optimum's tools and lectures are embedded — an enabling institution rather than a competitor, but central to its distribution moat.
• IIABA (Independent Insurance Agents & Brokers of America): The national trade association for independent insurance agents; not a direct competitor but a key ecosystem partner and endorsement channel that influences buyer referrals in Optimum's target market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/us-performance-solutions-l

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optimum Performance Solutions