With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in the late 1800s, the firm has upheld a strict commitment to offering professional judgment without selling policies or earning commissions of any kind.

Because the company operates entirely apart from the insurance sales ecosystem, every recommendation is shaped solely by what best serves the client’s interests. Its work spans thorough examinations of insurance programs, identification of vulnerability points, evaluations of contractual obligations, and tailored suggestions designed around each organization’s specific risk environment. Many long-term clients have remained with the firm for more than a quarter century, reflecting its reputation for steadfast advocacy.

The firm is managed by the owner with support from a part-time administrative role, maintaining a streamlined and cost-efficient setup. New engagements largely originate from existing client referrals and inbound website requests, as the company does minimal promotional activity. With only a small percentage of businesses turning to independent risk advisors, significant opportunities exist to expand through contemporary marketing and outreach strategies.

The current owner plans to step away from the business by late 2026 and is willing to assist for up to twelve months after the transfer of ownership to ensure continuity for clients. The office space is leased and is not expected to convey with the sale, offering the buyer flexibility in choosing a new location.