Business professionals, including chartered accountants, who apply their expertise in providing a variety of financial, assurance, consulting, valuation, litigation, acquisition, divestiture and corporate finance services.
2016 P&C CRYSTAL BALL
The 2016 P&C Crystal Ball Conference took place on Thursday, January 28, 2016. This insurance industry event was held at the International Plaza Hotel, near the Toronto Airport. Once again, we lined up a panel of industry experts to engage our delegates with this year's theme: "Don't Look Back...You're Not Going That Way".
CW Group offers Gold Standard Broker certification to insurance brokerages that achieve a high score on operations audits done through Risk Management Standards Inc. Click here for more information.
The Succession Planning Template, a comprehensive
guide to Succession Planning for insurance brokers,
is an excellent tool for brokerage owners to plan their succession. This guide is a must-have for
any broker looking to get their business sale-ready.