The Process
Discover how AlphaPRO can deliver strategic, customized solutions to help you generate revenue, boost efficiency, and advance your mission. Our expert team is ready to help.
Formation & Growth
Payor Partners become non-voting equity Members of AlphaPRO Brokerage LLC, collectively holding 50% ownership of the firm. Upon establishing ownership, AlphaPRO initiates a 60-day diligence period to ensure a smooth and efficient transition. Once diligence is complete and all questions are satisfactorily addressed, Broker of Record (BOR) letters are issued formally transferring the Payor Partner’s commercial insurance program to their owned brokerage – AlphaPRO.
Brokerage DNA
AlphaPRO operates as a Risk Management General Contractor, responsible for assembling a specialized service team tailored to the unique risk profile of each Payor Partner. This bespoke approach ensures that resources and expertise are precisely aligned with the Payor Partner’s operational and financial goals.
The AlphaPRO PPM ensures that all stakeholders are rowing in the same direction toward clearly defined outcomes. The goals of the Payor Partner are not merely priorities; they serve as the guiding framework for all decision-making and execution at AlphaPRO.
Long-Term Value or Short-Term Liquidity?
AlphaPRO offers Payor Partners two options to manage their equity participation.
Option 1: Retain Ownership
Remain with AlphaPRO and receive ongoing annual profit distributions.
Option 2: Exit via Auction
Exit the partnership through an auction allowing Payor Partners to liquidate their future revenue stream in exchange for a one-time payout.
This flexibility allows Payor Partners to select the path best aligned with their organizational mission and capital strategy according to their chosen timeline.
