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Bandal Consulting LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Charleston · West Virginia
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Bandal Consulting LLC is a licensed insurance agency licensed in Cross Lanes, WV. Lines listed: 401(k), Profit Sharing, Cash Balance and SERPs Retirement Plan Services. Public information is not yet enough for an Agency Match assessment. 9 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: not enough public facts for a score.

Research

Some research

Geography

1 documented offices

Ownership events

None documented

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

Insufficient Evidence

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

Why: Not enough public information for this assessment.

What this rating was based on (0 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.

No factor in this rubric was found in public information.

    Total: 0 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 · 0 facts from 0 websites.

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

    Open to Selling

    Acquisition Research Fit

    Insufficient Evidence

    No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

    Confidence: low. Separate from the rating.

    Not on file: Owner tenure is not established; Years in operation are 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: Not enough public information for this assessment.

    What this rating was based on (0 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.

    No factor in this rubric was found in public information.

      Total: 0 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 · 0 facts from 0 websites.

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

      Business Partnerships

      Insufficient Evidence

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

      Why: Several documented lines of business

      • Several documented lines of business · Lines of business: 401(k), Profit Sharing, Cash Balance and SERPs Retirement Plan Servicesbandalconsulting.com
      What this rating was based on (1 factor)

      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. Several documented lines of business (supporting)+10 pts

      Total: 10 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 · 5 facts from 1 website.

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

      Record & channel

      License recordPublicly sourced

      West Virginia resident business-entity license #100171006 (NPN 17202872), licensed at Cross Lanes, WV

      sbs.naic.org
      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.

      Locations & footprint

      Charleston, West Virginia

      Operating office · Kanawha Valley

      PublishedBrowse city

      Cross Lanes, West Virginia

      Licensed in state · Kanawha Valley

      RecordBrowse city

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

      Highlights

      401(k), Profit Sharing, Cash Balance and SERPs Retirement Plan Services

      People & affiliations

      On file at the source page.Published

      On file at the source page.

      Certified Patient Protection and Affordable Care Act ProfessionalPublished

      Certified Patient Protection and Affordable Care Act Professional

      Names & entities

      BANDAL CONSULTING LLCRecord

      Legal name on license record

      Facts from published sources (9 verified)

      Office locationPublicly sourced

      Office location: 500 Corporate Landing Suite 202, Charleston, WV 25311

      “500 Corporate Landing Suite 202, Charleston, WV 25311”
      bandalconsulting.com
      Line of businessPublicly sourced

      Lines of business: 401(k), Profit Sharing, Cash Balance and SERPs Retirement Plan Services

      “401(k), Profit Sharing, Cash Balance and SERPs Retirement Plan Services”
      bandalconsulting.com
      Line of businessPublicly sourced

      Lines of business: Corporate Owned Key Person Life Insurance

      “Corporate Owned Key Person Life Insurance”
      bandalconsulting.com
      Line of businessPublicly sourced

      Lines of business: Physician Professional Liability Insurance

      “Physician Professional Liability Insurance”
      bandalconsulting.com
      LeadershipPublicly sourced

      Leadership

      “On file at the source page.”
      bandalconsulting.com
      Office locationPublicly sourced

      Charleston, WV 25311

      “500 Corporate Landing Suite 202, Charleston, WV 25311”
      bandalconsulting.com
      Line of businessPublicly sourced

      Business insurance consulting

      “Bandal Consulting LLC is a business insurance consulting firm.”
      bandalconsulting.com
      Line of businessPublicly sourced

      Corporate Owned Life Insurance, Employee Benefit planning and design, Retirement Planning

      “Bandal Consulting brings its clients over 30 years of experience in the fields of Corporate Owned Life Insurance, Employee Benefit planning and design, and all types of Retirement Planning.”
      bandalconsulting.com
      LeadershipPublicly sourced

      Leadership: Certified Patient Protection and Affordable Care Act Professional

      “Certified Patient Protection and Affordable Care Act Professional”
      bandalconsulting.com