WFG Capital Advisors

Tombstones & Client Testimonials

Tombstones

Client Testimonials

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WFG Capital Advisors is proud to be ranked as one of the top insurance specialists amongst its peer group. Below are some past client testimonials.

"I would like to thank WFG for their expertise and professional guidance during the sale of my firm. The professionals at WFG were great advocates for my business and were always available for me. The management of the entire process was superb which ensured a successful transaction."

Trisha Brambley, President
RESOURCES for Retirement, Inc.

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"Over a year ago, BMG engaged WFG to help us with strategic planning and through this process we truly began to realize how agency value is created. As we were completing the strategic planning process the opportunity to sell BMG to Arthur J. Gallagher arose and with WFG's assistance we were able to make the process smooth and successful. We owe much thanks to the professionals at WFG."

Ken Evelyn, President
Benefits Management Group, Inc.
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"We have used the services of WFG for over 2 years and they have been critical to our success. In particular, when the opportunity came to sell Zutz Associates to HRH, my management team and myself know that their assistance was critical in completing a successful transaction. I would like to offer my sincere thanks to WFG for all their hard work, industry knowledge and negotiating expertise. Furthermore, they provided incredible moral support and were a tremendous mentor to all of us at Zutz throughout
a very complicated transaction."

Larry Zutz, President
Zutz Associates, Inc.

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“I can’t believe a month has already gone by since the closing on my agency to Sussex County Insurance Agency. Everything is going very smooth and the agency is flowing like nothing ever changed. It was a good fit.

I wanted to take a moment to thank you for all your professional help in taking my agency thru the sale process. I interviewed three firms that specialized in the sale of insurance agencies and made my decision on WFG because you always returned my phone calls without delay. You never let me down with your service. I received many compliments from the prospective buyers on the degree of professionalism you brought to the deal. They were amazed at the wealth of information and the presentation format that you provided them with.

It was a pleasure to work with you. You are an example of why it does not cost anything to use a consultant.”

Christine Manley
US Insurance Agency, Inc.

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“CIC has worked with many firms throughout the past several years to help facilitate perpetuation needs and strategic planning. We are pleased to state, that WFG's involvement over the past year has broadened our insight into agency operations while providing in-depth knowledge of helping us articulate our future direction. We are very fortunate to have been introduced to this fine firm of professionals.”

Cory Higgins, President
California Insurance Center
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"The decision to hire WFG to represent Caruso Benefits Group, Inc. certainly was one of the best decisions we made. Initially, you provided clear guidance regarding the “learning curve” in the emotional odyssesy of selling one’s business. In addition, you made us feel secure that we had great representation, with your excellent knowledge of the benefits industry, combined with your constant availability on a 24/7 basis. Our expectations were certainly met. Thank you for all your efforts."

Michael J. Caruso, President

Caruso Benefits Group, Inc.
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"Working with WFG Capital Advisors was nothing less than a stellar experience. Their ability to understand our company and find us the perfect marriage is impressive.

The professionals at WFG are knowledgeable, creative, supportive and a pleasure to work with. During the ups and downs of the deal, they kept our moral high under daunting circumstances. WFG Capital Advisors is the best experience you can have when buying or selling a company."

Harriet Hankin, President

CGI Consulting Group, Inc.

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"In early 2004 after having made the decision to sell CGI, we engaged WFG Capital Advisers to take us through the process of finding an appropriate partner. I believe that the process was one of the most grueling, intense and interesting that I have ever experienced. Without the influence and guidance of WFG, we would not have come out with such a successful conclusion. They helped us to stay focused and optimistic through the entire process. They gave us the information and expertise we needed to make a thoughtful decision."

Kathy Davis
National Director of Benefits Administration, Willis Benefits

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"I would like to thank WFG for their expertise in facilitating the sale of our firm. They provided impeccable and vigilant representation throughout the entire transaction process. We would have never yielded such favorable results if it were not for our decision to engage WFG.

WFG provided a seasoned team of insurance transaction professionals that allowed us to rest assured that they would maximize our results. Without a doubt, WFG created an opportunity that was unparalleled and closed the transaction in an expedient and professional manner.

We are grateful for their professionalism, vigilance, passion, and results..."

David Stoudt, President

Stoudt Advisors

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"We engaged WFG to advise us during the due diligence phase of an acquisition. Their advice and analysis proved to be an invaluable contribution to the process. In addition to their assistance in the financial and legal arenas, their general breadth of knowledge and experience was of great help interpreting the intangibles in an unusual transaction."

Kevin Kayes
Brunswick Corporation
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"WFG identified our buyer and helped simplify the process. Most importantly, they kept the communications channel open when the negotiations stalled.

They are an invaluable part of the process and an essential member of the team."

Craig Earnshaw, Former President

LifeLink Corporation
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"The investment made in a valuation of my agency by WFG Capital Advisors was one of the best decisions I've made! The professionals at WFG provided me with a document that was concise, thorough and easy to understand. It offered financial data backed up by a narrative, and then supported by several phone consultations that have allowed me to graduate to a much higher level of understanding. Mission definitely accomplished."

Ken Felten, LUTCF, President

Felten & Associates

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"We calculated a most likely purchase price prior to engaging WFG. The final analysis showed we made a wise investment in WFG Advisors!"

Tom Viehman, President

Hutter Agency

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"I wanted to pass along my personal thanks for your guidance, professional manner and the expertise that you and your staff brought to this process. You, along with John Miller and others in both organizations represented Tanner in an extraordinary way and the end results reflects the hard work and dedication of true professionals.

I would also say personal demeanor of the WFG professionals, throughout the stress and strain of the negotiations, had a calming affect on the process and allowed the shareholders to focus on the business while you focused on the acquisition. Thank you. I do hope that after this deal is done, we will have the opportunity to work together again."

Tom Daggatt

Tanner Companies