Business Owners

Could you be overlooking a risk that puts your business and/or family in jeopardy?

Every business is different, and every family is different. But the risks that entrepreneurs face are more similar than you might think — and they can threaten what you’ve worked so long and hard to build. Prosperity. Security. A legacy. A brand.

Discover how transferring financial risk from your business to an insurance company can give you peace of mind.

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Let’s start a conversation about your business and your wishes, and how we can help you protect them.

Let us guide you through the pros and cons of different strategies for transferring financial risk from your business to an insurance company, and help you decide which solution would best suit your needs and your unique set of circumstances.

Book a Consultation

Mark has been my trusted insurance advisor since 2007. During that period of time, he has reached out several times a year to provide proactive advice and suggestions. Mark and his team have always been responsive to any needs and any questions that I have had. It is reassuring to know that Mark is on top of things and is taking care of my insurance needs.

Aaron Schechter CPA, CA, TEP – President, Aaron Schechter Professional Corporation, Corporate Partner of Crowe Soberman LLP