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Due Diligence Investigations

Mike Stroman

R. MICHAEL STROMAN SUMMARY R. Michael Stroman has over 42 years of experience in the insurance industry. Currently serving as an industry consultant, he assists insurance purchasers, insurance companies and agents, and their attorneys, accountants, and other industry advisors, with agency management, claims consulting, underwriting practices, standard of care, and other technical assistance. Mr. Stroman…

Chris McAtee

Chris started INS Capital Group (ICG) when he saw a need for a quality, professional advisory firm to assist business owners in the insurance industry with exit planning, M&A and capital raising activities.  Chris’ career in the insurance industry has focused on mergers, acquisitions and financing options for agents.  Prior to founding ICG, Chris worked…

Olie R. Jolstad

Olie Jolstad is an insurance expert with over 44 years of professional insurance experience in commercial and personal lines insurance claims handling, coverage analysis, managing general agent, and agent/broker procurement of insurance. Mr. Jolstad holds the Senior Claims Law Associate (SCLA) designation. Mr. Jolstad has served as an expert in over 225 cases in more…

Business Valuation Guide for Mergers and Acquisitions a Simple Insurance Question

This article was published in the January 2009 edition of the AZ CPA Journal. Mr. Underdown indicates the idea for the article arose over coffee with an attorney friend who was active in the M&A industry.

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Colonel Roy L. Phillips

I have been a license Insurance Agent in the State of Texas since 1983 holding  General Lines Property & Casualty, General Lines Life, Accident & Health and Risk Manager licenses.  I am currently Vice-President of King-Phillips Insurance Agency, a firm providing a full range of insurance products to the insuring public. I also serve as…

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