Our financial services experts have the talent and ability to transform your insurance business so it can both meet the challenges of today more effectively and be fully prepared for the opportunities of tomorrow.

In an ever‑changing business landscape, there are numerous market disruptors for insurance providers which threaten your stability and growth trajectory.

To address this disruption and expand your business, our talented advisors provide personalized, specialty support through our in‑depth knowledge of financial, regulatory, compliance, technological, operational, benchmarking and bookkeeping issues related to your market.

Expert services

In addition to the property, casualty, life and health insurance industries, we assist with:

• Planning: With experience in general business, succession and/or technology, our team will help you develop and implement strategic plans to maximize your business goals
• Operations: With decades of experience, we can help benchmark your business, establishing best practices for all aspects of operations, including compensation, management processes, technology, financial and administration
• Profitability: We can navigate the rising costs of doing business, as well as address low revenue growth concerns

The support we provide includes:

• Accounting
• Assurance
• Financial reporting
• Tax advisory
• Strategic and annual business planning
• Operation reviews (HR, compensation, etc.)
• Succession planning and financing
• Technology planning
• Financial and operations benchmarking
• Valuation and related advisory services
• Mergers and acquisitions
• Bookkeeping practices

To learn more, connect with your Baker Tilly advisor today.