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Our experience includes all areas of the insurance industry, including mergers and acquisitions, commission analysis and overhead review. Because our professionals understand the world of insurance so well, insurance firms see immediate benefit from our practical approach to identifying opportunities for financial and tax savings.

Services include:

  • Succession planning
  • Estate planning
  • Mergers and acquisitions
  • Technology and software

News

  • Captive Insurance Companies: Are They Right For You?March 18, 2015

    Many of you have heard of captive insurance companies but may not know exactly what they are or how they work. Perhaps you have heard of this concept being used by Fortune 500 companies, but assumed it was not for you. Well, captive insurance companies are being increasingly used by middle market companies as promoters and advisors are aggressively pursuing privately owned companies.

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