WFG Capital Advisors LP, and Insurance Transitions Announce a Strategic Alliance

PORTLAND, OR and HARRISBURG, PA -- WFG Capital Advisors LP and Insurance Transitions, www.InsuranceTransitions.com, announced an agreement to form a strategic partnership to create and launch an on-line succession planning program for insurance practitioners.    

Insurance Transitions provides a central marketplace for independent insurance professionals to buy and sell their books of business. Insurance Transitions offers a complete, turn-key package which includes very low commission rates (7%, split equally between buyer and seller), a confidential, nationwide listing system, automatic notification of new listings, highly detailed form contracts, closing/escrow services, and personalized guidance.

The strategic alliance combines the strengths and talents of two recognized industry leaders. Insurance practitioners who want to buy or sell a practice will have access to WFGs practice valuations and professional guidance on larger and more complex transactions.

About WFG Capital Advisors LP

WFG Capital Advisors LP specializes in merger and acquisition work for the insurance and financial services industry. WFG is a premier provider of investment banking services and corporate finance and advisory services for the insurance industry. The firm engages in general and transactional representation of businesses, including proprietorships, business corporations, nonprofit corporations, partnerships and limited liability companies. WFG has extensive experience in mergers and acquisition, including structuring, negotiating and complying with applicable governmental regulation such as Hart-Scott-Rodino notification files.    

About Insurance Transitions

Insurance Transitions is the industry's only independent transition forum specializing in the buying and selling of insurance practices. Insurance Transitions represents the second succession-planning platform launched by Business Transitions, LLC. Insurance Transitions follows the highly successful and recognized FP Transitions which has been featured in The Wall Street Journal, The Portland Business Journal (cover story), Financial Planning Magazine (cover story), Dow Jones Newswire, Bloomberg Wealth Management, Financial Advisor, Registered Representative, Investment News, Journal of Financial Planning, Investment Advisor, and Research Magazine.

MEDIA CONTACTS:                

WFG Capital Advisors LP
Steven Wevodau
(717) 780-7802
swevodau@wfgca.com
http://www.wfgca.com

Insurance Transitions
David Grau
(800) 934-3303
david@businesstrans.com
http://businesstrans.com