Inspired to meet more than compliance needs

Knowledgeable, efficient staff can provide affordable solutions.

Captives, risk retention groups and other alternative risk management solutions are opportunities for companies in various industries to be engaged in effectively controlling their risk exposure and minimizing costs related to their insurance coverage. With that in mind, your organization needs experienced, insurance-savvy accountants and advisors who not only know your business but the industry, too. Professionals can help you with your tax and audit compliance needs, as well as help you navigate regulations in establishing new captive insurance companies and working with your chosen management company or connecting you to reputable captive managers.

Our professionals are licensed as approved captive auditors with several U.S. insurance departments and Puerto Rico. We offer virtual audit and tax experience for certain micro-captives and tailor our approach to your needs on larger pure, association, protected cell or risk retention groups. When you work with us, you can expect exceptional service in a timely, efficient manner that provides you a competitive solution.

What inspires you, inspires us. Let’s talk.


Ryan S. Donahue