ACCREDITED INVESTORS:

How To Secure Your Future with High-Return Investments

Why Invest with Us?

Proven Track Record

We’ve consistently delivered exceptional returns for investors, backed by a strong portfolio of real estate assets.

Hands-Free Investing

Let our experienced team handle all the legwork—from property acquisition to management—while you enjoy passive income.

Low-Risk, High-Yield Opportunities

With decades of experience and multiple successful roll-ups, the strategy is tried and tested.

Investment Offer

We target "mom and pop" insurance agencies, acquiring them at approximately 1.5-2 times their annual revenue.

By consolidating these agencies, streamlining their operations, and improving efficiencies, we can elevate their value significantly—selling them for over 4X their revenue.

This model not only promises substantial returns but also offers immediate cash flow with margins between 35-45%.

Investment Proposition

We're offering a 12% return on investments, a compelling rate given the stability and profitability of our business model. Traditional lending avenues typically ignore sub-$500K deals, making private investment a strategic advantage for rapid execution.

Security Measures

Investors will be secured with a promissory note and a UCC-1 filing, ensuring that in the unlikely event of underperformance, claims can be made directly from the insurance carriers using the recurring commission revenue as collateral.

MEET THE FOUNDER & CEO

Hey, I'm Joe!

A seasoned professional in the Property and Casualty Insurance industry, licensed since 2002. My focus has shifted towards a lucrative venture: Insurance Agency Roll-Ups. This strategy involves acquiring smaller insurance agencies, enhancing their operations, and selling them to major national brokerages.

Proven Track Record

Expert Market Knowledge

Client-Centered Approach

TESTIMONIALS

What others are saying

"Smooth Home Buying Experience"

Working with Joe Bertolino was an absolute game-changer. Before meeting him, I struggled to navigate the housing market. Joe's expertise and local knowledge made the entire process smooth and stress-free. Now, I’m settled in a perfect home that fits my needs. Highly recommend Joe for anyone looking to buy or sell!

- Gail N.

"Quick and Seamless Home Sale"

Joe Bertolino went above and beyond in helping me sell my home. He provided excellent advice, staged the home beautifully, and secured a great offer within days. His professionalism and dedication are unmatched. I couldn’t be happier!

- David R.

"First-Time Buyer Success with Joe"

As a first-time homebuyer, I was nervous about the process, but Joe made everything easy to understand. He walked me through each step and found me the ideal home. His dedication and personal touch made all the difference. Thank you, Joe!