Most $50M–$250M companies are overpaying for insurance or carrying coverage gaps that could threaten the business. We find out — at no upfront cost.
We use a staged process that protects your time and delivers a clear picture before you commit to anything.
A 30-minute call to understand your operations, industries, and current insurance structure. We identify whether a deeper review makes sense.
We review your GL, Workers' Comp, Stock Throughput, and related hard lines — looking for overcharges, structural inefficiencies, and coverage gaps.
You receive a clear summary of what we found and what it means financially. Implementation details follow only after we're aligned on next steps.
Start with the audit. Stay for the strategy.
A deep-dive into your hard insurance lines to identify overcharges, classification errors, and structural gaps. Framed as a capital optimization exercise — not an insurance sales call.
Savings found · 20% of realized savings (2 years) · $10K minimum Coverage gaps found · Risk Mitigation Fee $7,500–$25,000Ongoing strategic financial leadership for companies that have outgrown their bookkeeper but aren't ready for a full-time CFO. Cash flow, KPIs, ERP modernization, M&A readiness.
Monthly retainer · $5K–$25K depending on scopeWe focus on the insurance categories that carry the most financial weight — and the most room for structural improvement.
Most business owners didn't start their company to manage insurance towers or 13-week cash flow forecasts. But once you hit $50M–$100M, the back office starts to feel a lot heavier. That's where I come in. For over 20 years, I've served as CFO for companies in manufacturing, seafood, insurance, and multi-entity environments — finding the hidden leaks that others miss.
The first conversation is 30 minutes and completely free. If it's not worth pursuing, I'll tell you that too.
No upfront cost. If we find savings, we take 20% of what we uncover over the first two policy years — with a $10K minimum. If we identify coverage gaps or material risk exposure, a Risk Mitigation Fee of $7,500–$25,000 applies based on complexity. If we find nothing, you pay nothing.