Business Planning

Hines Ball Advisory Group

Hines Ball | Business Planning

Business planning is a mixture of your goals and desires along with sound strategic and tactical implementation of successful business practices.  According to a LinkedIn article almost 80% of business owners start with no formal plan:  (26) How Many Entrepreneurs Write A Business Plan? | LinkedIn In the Independent Insurance space a plan is not only used for the entrepreneur.  Often and more importantly, IA’s need to demonstrate to carrier partners that they are sound business operators and will be a good partner to carry and sell their products.
Hines Ball Advisors have a long history of working with carriers through different markets and in geographies all across the United States.  Hines Ball stays in constant communication with industry leaders to understand the business plan implementations that are desired, working, and going to spark an interest from strategic partners.

What you can expect from Hines Ball

Understanding Your Plan
Offering industry successes
Formulating the data
 Preparing a formalized business plan
Generating a Project Map to execute the Plan

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Other services offered at Hines Ball Advisory Group

Perpetuation Planning

Plan today for a successful tomorrow.  No matter how you envision the future going, you need a plan in place.

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Operational Optimization Consulting

Hines Ball Advisory will work with you to complete an Optimization study looking at all elements of your business to ensure that you have the optimization you seek.

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Valuation Services

Understanding the value of your business can open up so many potential areas to increase EBITDA, drive revenues, and lower expenses.  A company valuation has so many benefits beyond simply understanding the asset value.

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M&A Advisory

Selling your business has so many components to consider and so many opportunities to ponder.  This is what Hines Ball Advisors does daily.

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Mission Statement

To provide world class service to the Independent Insurance Industry through knowledge, integrity, professionalism, and results.

Vision Statement

Hines Ball is going to raise the conscious intelligence to ensure HB clients are identified as world-class business people and entrepreneurs.

Hines Ball Advisory Group

Leadership Team

Kari Ball

Kari Ball

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Gary Hines

Gary Hines

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Rick Longo

Rick Longo

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When you work with Hines Ball, you get…

  • A team who understands your business

  • Complete valuation for today’s market

  • Buyers for all types of agencies