TESTIMONIALS

"... I have been in the insurance industry for 30+ years with my majority focus on high-end client relationships and sales. A few years ago, I started to consider selling my business and thought the exercise would be somewhat straight forward. Wow was I wrong! Dan conducted the front end of Ventegy's Corporate Readiness program, which I had never heard of before. The exercise brought out many holes/issues in our Agency Management and Financial systems as well as the processes surrounding them. In fact, if not resolved, those holes/issues would have dramatically hindered our sale to anyone! Dan orchestrated the project to correct the issues/holes putting us into a state of corporate readiness, which he represented/negotiated in the financial due diligence process of our successful sale/acquisition. Thanks Dan! ..."

                                              Successfully Acquired (March 2022) Insurance Business Owner

"...As an investor, utilizing Corporate Readiness as a tool to help us evaluate investment opportunities, as well as bring immediate value to those potential investments, has been invaluable..."                        

                                                       Managing Member - Boutique Family Investment Firm

"... Dan presented with the concept of Corporate Readiness to me and I thought our company was too busy with more important matters like promoting the company to leverage capital raising and pushing sales. After struggling to meet the demands of a due diligence request, I realized how much more successful we could have been if the company was in a state of corporate readiness ..." 

                                                   COO / National Director - Major Wireless Construction Co