How to Increase Profitability: The Customer Sales Mix

August 27, 2019

We often come across situations where a business has plateaued in profitability and management is not quite sure how to address the situation. In some cases, they

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InsureTech – Going down the Rabbit Hole

November 7, 2018

Lately, we have all been hearing and reading a lot about InsureTech. Frankly, I have to admit that I don’t exactly understand what the term means. What I do understand, is that underwriters, brokers

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A Collaborative Approach to your Divorce

July 4, 2018

Collaborative Divorce generally refers to a legal process enabling couples who have decided to end their marriage to work with their lawyers and, on occasion, other professionals to avoid the uncertai

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Brokerage Valuations – Let’s Talk Management Buy-Outs

March 15, 2018

The market for property and casualty (P&C) brokerages continues to be intense. Books of business are a

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The Misunderstood Budget

March 18, 2015

Budgets are one of the most common yet misunderstood business tools. Often what comes to mind when we think of budgets are cuts and cost control. When we ask owners why they don’t use them, we hear

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To Sell or Not to Sell – A note to all business owners

March 11, 2015

We make a living from managing the tax and business aspects of transitioning businesses, but does that mean we always recommend that you sell? The answer is definitely not! For the last 15 years, fin

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