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Whitaker-myers Ins Agcy INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Wooster & Ashland · Ohio
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Whitaker-myers Ins Agcy INC is a licensed insurance agency licensed in Wooster, OH. Its website lists offices in Wooster, Ashland. Lines listed: Insurance, Wealth Management, Benefits, Tax. Founding or history: 1869. Agency Match assessments based on public information: Looking to Buy high; Business Partnerships medium. 42 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website and on carrier logos on the agency's website.
  • Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from carrier logos on the agency's website and from other public facts.

Research

Detailed profile

Geography

2 documented offices

Ownership events

5

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

High · 65

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 65/100 · Medium confidence: 3+ public facts

Why: Documented acquisition of another agency; two or more documented offices; three or more named leaders

What this rating was based on (4 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Documented acquisition of another agency+35 pts
  2. Two or more documented offices+15 pts
  3. Three or more named leaders (supporting)+10 pts
  4. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 65 points → Agency Match score 65/100, rated High (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 13 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 10

Acquisition Research Fit is low. Formation year 1869 is on a verified record (157 years in operation). Two documented office cities. Market segment B is descriptive context. The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

  • Formation year 1869 is on a verified record (157 years in operation). Verified · +8 ptswhitaker-myers.com
  • Two documented office cities. Market segment B is descriptive context. Verified · +2 ptswhitaker-myers.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; public history of 30+ years in business or in the industry; three or more named leaders

What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Public history of 30+ years in business or in the industry (supporting)+5 pts
  3. Three or more named leaders (supporting)+5 pts

Total: 20 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 11 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 50

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 50/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

  • Niche specialty line documented · Commercial, Home & Auto, Employee Benefits, Individual Health & Life, Medicare, Wealth Managementwhitaker-myers.com
  • Three or more carriers named · Cincinnati Insurancewhitaker-myers.com
  • Several documented lines of business · Insurance, Wealth Management, Benefits, Taxwhitaker-myers.com
  • Two or more documented offices · 3524 Commerce Parkway Wooster, OH 44691whitaker-myers.com
What this rating was based on (4 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Niche specialty line documented+20 pts
    • Commercial, Home & Auto, Employee Benefits, Individual Health & Life, Medicare, Wealth Managementwhitaker-myers.com
  2. Three or more carriers named+15 pts
  3. Several documented lines of business (supporting)+10 pts
  4. Two or more documented offices (supporting)+5 pts

Total: 50 points → Agency Match score 50/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 17 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 957595), licensed at Wooster, OH

gateway.insurance.ohio.gov
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: whitaker-myers.com

Locations & footprint

Wooster, Ohio

Operating office

PublishedBrowse city

Ashland, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Insurance, Wealth Management, Benefits, TaxFounding: 1869

Story so far

  1. 1990

    1990 acquisition by Scott Allen and Scott Young

    Published

    Historical event: not credited to this agency as a buyer. Individuals bought the firm; the agency did not acquire another business.

  2. 1984

    Badger Insurance Agency (1984)

    Published
  3. 1998

    Insurance Showcase Agency (1998)

    Published
  4. 2002

    lngmand Insurance Agency (2002)

    Published
  5. 2003

    Aten & Mennetti Insurance Agency (2003)

    Published

People & affiliations

Scott Allen, Chairman/CEOPublished

Meet Scott Allen, Chairman/ CEO

Scott Allen, Chairman/CEOPublished

Scott Allen CHAIRMAN/CEO Ext: 305

Ryan Emmons, Owner, PrincipalPublished

Ryan Emmons OWNER, PRINCIPAL Ext. 222

Seth Buckwalter, Owner, PrincipalPublished

Seth Buckwalter OWNER, PRINCIPAL Ext. 331

Chris Vanderzyden, President – BenefitsPublished

Chris Vanderzyden PRESIDENT – BENEFITS Ext: 229

Chris Vanderzyden, President and co-ownerPublished

WMBP is led by President and co-owner, Chris Vanderzyden, of Ashland, who joined WMG the same year.

Ryan Emmons, Vice-President/Risk AdvisorPublished

Mr. Young’s son-in-law, Ryan Emmons (Ashland, OH) joined the group in 2005 and is today a Vice-President/Risk Advisor for the firm.

Kage Rush, CPA and CFOPublished

This firm was started by Kage Rush, CPA and CFO of WMTA, who joined WMG earlier in 2021.

Names & entities

WHITAKER-MYERS INS AGCY INCRecord

Legal name on license record

Facts from published sources (42 verified, 1 unverified)

FoundingPublicly sourced

1869

“Our agency was established in 1869.”
whitaker-myers.com
Office locationPublicly sourced

3524 Commerce Parkway Wooster, OH 44691

“Wooster Office 3524 Commerce Parkway Wooster, OH 44691”
whitaker-myers.com
Office locationPublicly sourced

20 East Main Street Ashland, OH 44805

“Ashland Office 20 East Main Street Ashland, OH 44805”
whitaker-myers.com
LeadershipPublicly sourced

Scott Allen, Chairman/CEO

“Meet Scott Allen, Chairman/ CEO”
whitaker-myers.com
Line of businessPublicly sourced

Insurance, Wealth Management, Benefits, Tax

“Insurance | Benefits | Wealth Management | Tax”
whitaker-myers.com
Line of businessPublicly sourced

Commercial, Home & Auto, Employee Benefits, Individual Health & Life, Medicare, Wealth Management

“Our Services Commercial Home & Auto Employee Benefits Individual Health & Life Medicare Wealth Managment”
whitaker-myers.com
FoundingPublicly sourced

1869

“Since 1869, We’ve Been a Part of the Community. In 1869 and 1870, two firms were founded in Wooster, Ohio”
whitaker-myers.com
FoundingPublicly sourced

1870

“In 1869 and 1870, two firms were founded in Wooster, Ohio – the W.G. Whitaker Agency (initially the Fullerton Agency until 1891) and the W.C. Myers Agency.”
whitaker-myers.com
LeadershipPublicly sourced

Scott Allen, Chairman/CEO

“Scott Allen CHAIRMAN/CEO Ext: 305”
whitaker-myers.com
LeadershipPublicly sourced

Ryan Emmons, Owner, Principal

“Ryan Emmons OWNER, PRINCIPAL Ext. 222”
whitaker-myers.com
LeadershipPublicly sourced

Seth Buckwalter, Owner, Principal

“Seth Buckwalter OWNER, PRINCIPAL Ext. 331”
whitaker-myers.com
LeadershipPublicly sourced

Chris Vanderzyden, President – Benefits

“Chris Vanderzyden PRESIDENT – BENEFITS Ext: 229”
whitaker-myers.com
Line of businessPublicly sourced

Insurance, Employee Benefits, Wealth Management

“Our Services Insurance Employee Benefits Wealth Management”
whitaker-myers.com
Office locationPublicly sourced

Wooster, OH 44691

“Wooster, Ohio 3524 Commerce Parkway Wooster, OH 44691 Phone”
whitaker-myers.com
Office locationPublicly sourced

Ashland, OH 44805

“Ashland, Ohio 20 East Main Street Ashland, OH 44805 Phone”
whitaker-myers.com
Market servedPublicly sourced

Homeowners, small businesses, area, regional and national organizations

“Our clients range from homeowners and small businesses to well-known area, regional and national organizations.”
whitaker-myers.com
FoundingPublicly sourced

1869/1870

“In 1869 and 1870, two firms were founded in Wooster, Ohio – the W.G. Whitaker Agency (initially the Fullerton Agency until 1891) and the W.C. Myers Agency.”
whitaker-myers.com
Office locationPublicly sourced

Wooster, OH 44691

“Wooster Office 3524 Commerce Parkway Wooster, OH 44691”
whitaker-myers.com
Office locationPublicly sourced

Ashland, OH 44805

“Ashland Office 20 East Main Street Ashland, OH 44805”
whitaker-myers.com
LeadershipPublicly sourced

Chris Vanderzyden, President and co-owner

“WMBP is led by President and co-owner, Chris Vanderzyden, of Ashland, who joined WMG the same year.”
whitaker-myers.com
LeadershipPublicly sourced

Ryan Emmons, Vice-President/Risk Advisor

“Mr. Young’s son-in-law, Ryan Emmons (Ashland, OH) joined the group in 2005 and is today a Vice-President/Risk Advisor for the firm.”
whitaker-myers.com
LeadershipPublicly sourced

Kage Rush, CPA and CFO

“This firm was started by Kage Rush, CPA and CFO of WMTA, who joined WMG earlier in 2021.”
whitaker-myers.com
Ownership eventPublicly sourced

1990 acquisition by Scott Allen and Scott Young

“In 1990, Mr. Allen bought the firm with banker, friend and CPA, Scott Young and the two 50/50 owners managed the agency together for the next eight years.”
whitaker-myers.com
AcquisitionPublicly sourced

Badger Insurance Agency (1984)

“First, with the acquisition of Badger Insurance Agency (Orrville) in 1984.”
whitaker-myers.com
AcquisitionPublicly sourced

Insurance Showcase Agency (1998)

“In 1998, the merger of Insurance Showcase Agency in Wooster took center stage.”
whitaker-myers.com
AcquisitionPublicly sourced

lngmand Insurance Agency (2002)

“In 2002, the agency acquired the lngmand Insurance Agency in nearby Ashland, Ohio”
whitaker-myers.com
AcquisitionPublicly sourced

Aten & Mennetti Insurance Agency (2003)

“Similarly, in 2003 Whitaker-Myers also acquired the Aten & Mennetti Insurance Agency, with offices in Mansfield and Ashland, Ohio.”
whitaker-myers.com
LeadershipPublicly sourced

Bill Fagert, President

“Bill Fagert , President”
whitaker-myers.com
CarrierPublicly sourced

Cincinnati Insurance

“cincinnati insurance logo”
whitaker-myers.com
CarrierPublicly sourced

Westfield

“westfield logo”
whitaker-myers.com
CarrierPublicly sourced

Western Reserve

“western reserve logo”
whitaker-myers.com
CarrierPublicly sourced

State Auto

“state auto logo”
whitaker-myers.com
CarrierPublicly sourced

Grange

“grange insurance logo”
whitaker-myers.com
CarrierPublicly sourced

Travelers

“travelers logo”
whitaker-myers.com
CarrierPublicly sourced

Encova

“encova logo”
whitaker-myers.com
CarrierPublicly sourced

Progressive

“progressive logo”
whitaker-myers.com
CarrierPublicly sourced

Chubb

“chubb logo”
whitaker-myers.com
CarrierPublicly sourced

Hartford

“hartford logo”
whitaker-myers.com
CarrierPublicly sourced

West Bend

“west bend logo”
whitaker-myers.com
CarrierPublicly sourced

Wayne Mutual

“Visit Website Pay Your Bill Wayne Mutual Insurance Company For more than a century, the Wayne Mutual Insurance Company has provided premier property & casualty insurance to Ohio residents.”
whitaker-myers.com
Ownership eventPublicly sourced

Ownership event: The Whitaker Agency and Myers Agency merged in 1970 to form what is still known today as Whitaker­-Myers.

“The Whitaker Agency and Myers Agency merged in 1970 to form what is still known today as Whitaker­-Myers.”
whitaker-myers.com
AcquisitionPublicly sourced

Acquisition: The Showcase merger included prior acquisitions of three smaller agencies, including the George Leedy Felt Agency in Shreve, Ohio.

“The Showcase merger included prior acquisitions of three smaller agencies, including the George Leedy Felt Agency in Shreve, Ohio.”
whitaker-myers.com
Show 1 unverified fact (did not pass QA)
IndependentDid not pass QA

Privately-owned independent insurance agency

“Over the years, Whitaker-Myers Group (“WMG”) has grown to become one of Ohio’s outstanding, respected privately-owned independent insurance agencies.”

QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

whitaker-myers.com