Policastro, Wik & Company - Your Trusted Advisors

We seek to build lifetime relationships with our clients. These relationships ensure that we know our clients’ vision, challenges and unique strengths as we help them navigate the challenges of growing and realizing the full value of their businesses. Let us help you achieve your financial goals and elevate your success.

Explore Our Services

Financial Expertise

Delivering in-depth financial analysis to fuel informed decision-making and enhance strategic planning.

M&A Advisory Services

Specializing in Mergers and Acquisitions, we ensure seamless transitions for your business growth. An estimate of an agency’s value is required for many transactions such as: merger, acquisition, sale, estate planning, bank financing and perpetuation planning. PW & Company partners use their decades of expertise and industry data to assure that your valuation is accurate and viable.

Maximizing Value

Dedicated to maximizing shareholder value through comprehensive strategies and tailored solutions. PW & Company uses its vast expertise to help you capitalize on opportunities and address challenges to increase revenue, profit and shareholder value.

About Policastro, Wik & Company

Driving Success Through Strategic Consultation

Policastro, Wik & Company is a national management consulting firm with roots going back four decades serving the needs of Independent Insurance Agencies and Brokerages. With over 1,000 agency acquisitions, sales, internal perpetuations, and mergers completed; we utilize our deep industry expertise to guide clients in growing their revenue, expanding their profits, and maximizing shareholder return.