Services

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Consulting and assistance with issues involving statutory accounting, risk-based capital, permitted investments, interactions with regulators, regulatory strategy,  financial examinations, filings and similar matters.  

Consulting and assistance with institutional investments programs, such as insurance companies, foundations, endowments, not-for-profits and pension plans. Includes program structure, strategy,  oversight, working with investment consultants, investment managers, investments committees, tax effects, spending rates/budgeting, and accounting implications.

Consulting and assistance with capital structure, debt management, structuring terms, conditions and covenants  for bank financing (lines of credit, term loans, asset based lending), private placements and transfer to next generation.