Partnering with Know-How

It takes specialized industry knowledge to properly advise firms in the insurance space. Whether you are a specialty underwriting management company or a traditional broker firm, our unique industry experience will benefit you. From operational level support to merger and acquisition leadership, we help you minimize the risks associated with your critical business decisions.

CRR helps businesses in the insurance industry in many ways, including:

  • CFO level consulting + finance team support
  • Budgeting + forecasting
  • Financial statement attest services
  • Tax planning + preparation
  • Transaction structuring, facilitation + closing support
  • Harvesting enhanced enterprise value in a successful exit plan