Mastering the Financial Dynamics of an Aging Workforce: A Guide to Strategic Risk Management
As businesses navigate the shifting landscape of an aging workforce, the financial implications weave a tapestry of challenges and opportunities. In this blog, we delve into the intricate interplay of healthcare costs, insurance premiums, and workers’ compensation claims across different age groups. Discover the nuanced strategies that forward-thinking companies are adopting to not only manage […]
The Secondaries Market Solution
“Everything changes and nothing stands still.” – Heraclitus, Greek philosopher With few exceptions investment funds were not meant to last forever. Investors seek to cash out, while new investors want to join in. The challenge comes during the transition of the old investors leaving and the new ones entering: The original investors want one thing: […]
Strategic Estate Planning: Unlocking the Power of Private Client Insurance
For high-net-worth individuals, estate planning goes beyond the traditional realm of asset division; it’s a strategic maneuver intricately woven within private client insurance. This critical process not only ensures the careful management and distribution of your wealth, but also acts as a protective shield for your family’s financial future. In this guide, we’ll explore the […]
Liberty Introduces Christopher Orozco as Employee Benefits Producer
GAINESVILLE, FLA. – March 21, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Christopher Orozco has joined the firm as Employee Benefits Producer. From his humble beginnings in the mail room at Warner Pacific, Orozco’s unwavering commitment to excellence propelled him through various roles over the course of twelve years. Transitioning […]
The Strategic Buyer Fit: Tom Brinegar’s Acquisition Insight
This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom’s financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the heart of an entrepreneur, Tom’s […]
From Vision to Impact: Leveraging HCM Strategies for Non-Profit Success in 2024
Strategic Human Capital Management Amidst Transformative Trends Additional Considerations Board Development and Critical Business Thinking My experiences on various non-profit boards, such as Dovetail Learning, have illuminated the critical importance of board development and “for-profit thinking in a non-profit world.” This philosophy emphasizes understanding the strategic linkages between your donor base, the non-profit mission, and […]
AB 35 MICRA Reform: A Year Later – Navigating the Shifting Currents of Healthcare Litigation
The landscape of healthcare litigation and insurance underwent a transformative overhaul in California with the introduction of the AB 35 MICRA Reform. As we navigate through the complexities of this pivotal legislation, its profound implications on the frequency and severity of medical liability claims have begun to crystallize. This deep dive aims to unravel the […]
The Advantages of Buyer Protect Insurance
Transaction Liability Private Enterprise (TLPE) insurance, a relatively new transactional liability insurance product, has taken off in a big way with savvy Buyers in the lower middle market. It’s no wonder. TLPE fills a gap for deals that traditional Representations & Warranty (R&W) insurance won’t cover. TLPE policies are designed to cover transactions from $1M […]