Running a successful insurance agency requires more than just selling policies — it requires running a business. And just like any business, knowing your numbers is the difference between...
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Starting or growing your insurance agency often means taking on debt. Whether it's a small business loan to get things rolling, a line of credit to expand your team, or financing to upgrade...
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In the insurance industry, financial stability and profitability are key indicators of an agency's long-term success. Understanding financial reports—particularly income statements and...
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Understanding your cash flow doesn’t need to be complicated, and being on a cash accounting basis here at Club Capital makes understanding the Cash Flow Statement even easier. At its core,...
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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...
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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...
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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...
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