Case Study CFO

If you saw this insurance agency's dashboard in June, you'd think the owner was winning. Revenue up 3%, nearly 8% ahead of budget. New business up 22%. Expenses under plan in almost every...

Case Study

When a captive insurance agent sent us his 2025 tax return, he was happy with his CPA. They had a good relationship, and he felt his accountant struck the right balance between following...

Financials

We recently modeled three proposed hires for a single-owner captive agency. The owner wanted to know whether the agency could support all three in 2026, how much risk came with hiring them...

Tax

If you own an insurance agency — or any small business — taxed as an S corporation and you're covering mileage, your home office, or your cell phone out of your own pocket, there's a strong...

CFO

We recently completed a full workforce cost and marketing ROI analysis for one of our CFO advisory clients: a multi-location captive agency with over 40 employees across three offices. I’m...

Financials CFO

From CFO Desk to Your Dashboard We’re excited to introduce the Club Capital Toolbox, a brand-new collection of interactive tools designed to help your agency plan, forecast, and grow more...

Tax

Running a successful insurance agency requires more than just writing policies and managing client relationships. While you're focused on growing your book of business and serving...

Financials CFO

We know what you're thinking – "budgeting and forecasting" doesn't exactly scream "exciting Friday afternoon reading." But stick with us here, because we're about to show you how these...

Financials

Overview Tyler, now in his third year as a Club Capital client, shares how partnering with Club Capital transformed his insurance agency from a retrospective business to a forward-thinking...