Affiliate Book Acquisitions
Whether you want to retire or just make a change in your life, Panorama is interested in discussing the potential for purchasing your book of business. There are many factors that go into a decision to proceed with an acquisition, and the Due Diligence forms below will help us start our evaluation process.
Due Diligence
As a valued PIA Affiliate, we know a lot about you already, but we will need additional information to begin our acquisition evaluation process. The Due Diligence Questionnaire asks for the primary information we need to begin. If you have general questions about the questionnaire or the process, please contact our Affiliate Relations Team. Otherwise, after you provide the information on the Due Diligence Questionnaire, we will contact you with next steps or advise on an alternate course.
