Areas of Expertise

Financial

• Cash Flow and Budget Analysis
• Financial Turnaround and Improvement
  • Agencies
  • Insurance Companies
• Loan Acquisition

Sales / Mergers / Acquisitions

• Fair Market Valuations
  • Agencies
  • Premium Finance Companies
  • Insurance Companies
  • Reinsurance Companies
  • Reinsurance Brokers
• Due Diligence Investigations
• Merger / Acquisition / Divestiture Advice
• Sale and Acquisition Consulting
• Cluster Development and Consulting
• Agency Profile Report
• Acquisition Candidate Identification

Bancassurance

• Assessment of Viability
• Agency Acquisitions / Mergers / Sales
• Drafting / Negotiating Agreements
• Appraisal of Agencies
• Due Diligence Investigations
• Marketing Plans
• Agency Management
• Bank Regulatory Issues

Legal / Litigation Support

• Expert Witness / Litigation Support
  • Insurance
  • Legal Malpractice
  • Underwriting / Risk Management
  • Agent / Broker Duties
  • Bad Faith / DTPA
  • Fraud / Misrepresentation
  • Reinsurance
  • Reinsurance Intermediaries
• Valuation of Insurance Entities
• Errors and Omissions Cases
• Dispute Management
• Damage Assessment
• Strategy Development
• Arbitration
• Arbitrator
• Umpire
• Mediation
• Contractual Disputes
• Equity Ownership Disputes
• Coverage Opinions (Post-Loss)
• Non-Compete / Non-Piracy Covenants

Legal (Other)

• Entity Formation
• Entity Licensing
• General Counsel Services
• Contract Review
• Contract v. Coverage Analysis
• Operating Agreements
• Producer Agreements
• Employment Agreements
• Asset Purchase Agreements
• Stock Purchase Agreements
• Buy / Sell Agreements
• Prototype Agreements
• Mergers / Sales / Acquisitions

Agency Management

• Management Consulting
• Recruiting and Executive Search
• Compensation Analysis
• Producer Acquisition / Compensation / Management
• Incentive Plans
• Agency Analysis
• Strategic Advisory Director

Governmental

• Regulatory / Licensing
• Lobbying
• Disciplinary Matters

Claims

• Unfair Claims Settlement Practices
• Bad Faith
• Deceptive Trade Practices
• Wrongful Cancellation

Risk Management

• Risk Assessment Services
• Insurance Coverage Analysis / Design
• Insurance Company Performance Reviews
• Agent / Broker Selection
• Agent / Broker Performance Reviews
• Insurance Bidding
• Captive Insurance Feasibility Studies

Education

• Education / Professional Development
• Seminar Presentations