Insurance Resource | California | P&C + Life

Licensed insurance agent in California working with searchers, operators, and business owners on insurance diligence and placement tied to acquisitions, ownership transitions, and ongoing operations. Experience includes: • Pre-LOI and pre-close insurance reviews • Commercial Property & Casualty for small and lower-middle-market businesses • California placements, including FAIR Plan scenarios • Personal lines (home, auto, umbrella) for principals • Life insurance for key-person coverage, buy-sell planning, and personal planning Happy to be a resource for: • Search fund operators • Independent sponsors • Buyers evaluating risk, insurability, and cost prior to close Open to connecting via DM to discuss insurance considerations during diligence or ownership.