Club Capital Blog | Case Study

Case Study: From Financial Chaos to Confident Decision-Making

By Club Capital on April 3, 2025

Running an insurance agency comes with a lot of moving parts — marketing, sales, customer service, operations… and of course, finances. For agency owner John Tunnell, the financial side of...

Financials Case Study

Case Study: How Club Capital Transformed Financial Clarity & Growth for an Insurance Agency

By Club Capital on March 19, 2025

Casey and Seyda, owners of a growing insurance agency, faced significant challenges in financial visibility, strategic decision-making, and long-term planning. Like many insurance agency...

Case Study CFO

Improve Business Efficiency to Craft Time for Loved Ones

By Ronit Patel on January 4, 2024

Client Background A seasoned insurance agent with nearly a decade of experience was facing multiple challenges that stagnated the growth and financial stability of his agency. Despite...

Case Study CFO

Case Study: Achieving Financial Success with CFO Services

By Ronit Patel on October 17, 2023

Client Background Our client, a dedicated insurance agent with five years of experience, sought to improve his financial standing in November 2022. While his agency had been profitable in...

Case Study CFO

Case Study: Elevate Your Business with Our CFO Services

By Ronit Patel on September 19, 2023

Introduction Greetings! I'm Ronit Patel, the Manager of Finance and Advisory Services at Club Capital. I lead our CFO services division alongside General Manager Louisa Else and CEO Micah...