Our Services

What We Do

To truly excel, a business needs the right mix of high-demand products or services and leadership able to execute well on the strategy and opportunity. To stay in the lead, it also needs a strong foundation in the form of a quality back office. That’s where Insight Advisors Group can help.

IAG Offerings

We want to be your high quality, cost-effective back office so that you can focus on what’s really important – running your business. Our core offerings are listed below but as operators ourselves, we’re used to doing whatever it takes to keep the back office running smoothly. Thus, if you have needs that aren’t listed, please ask us. It could be something we do but just haven’t chosen to highlight. If it is a need that we can’t meet, we’ll be glad to help you find someone who can if we are aware of a good firm that has the capability to meet the need.

Accounting | Admin

We can help you keep the books, prepare monthly and year-end financials, complete auditors’ document and data requests, assist and complete data requests during a due diligence process, provide financial planning and analysis, onboarding of new acquisitions, and much more.

IT

Whether it is outsourced help desk support or higher level IT help to address risk assessment and overall strategy for the firm, we have the resources that you need.

Treasury

The treasury function in a privately-held company is rarely a full-time role and is often not even considered a separate focus until problems arise. We can provide an outsourced solution to help in this area.

Insurance | Brokerage

The cost of insurance is a large expense, but where can your business turn to find out if you are truly obtaining the necessary coverage at the most cost-effective price? Our in-house brokerage team understands the market and the possibilities and can bring you an unbiased view on cost saving opportunities.

Captive & Alternative Risk Solutions

Given the overall insurance market and rising costs to efficiently manage risk, alternative risk solutions are emerging as a viable tool to enhance your risk mitigation strategy and reduce your total cost of risk. With full capabilities to take your alternative risk solution from concept to operational, Insight Advisors Group analyzes and quantifies the value a Single Parent, Group Captive, or Risk Retention Group can have to your bottom line.

Who We Serve

Our focus is on privately owned business – whether owned and controlled by a private equity firm, a family office or the founders or others who are operating the business day to day. That’s our background as well, so we understand the needs of the market.

Private Equity Firms

Whether it is a carve-out from a larger organization or a sub-scale or underpowered back office for a company with significant growth plans, private equity firms frequently find that they need to stand-up, supplement, or upgrade the back offices of their portfolio companies. Insight Advisors Group can help turn good intentions into reality by providing the key people you need to make this happen.

Family Offices

Insight Advisors Group grew out of a family office with numerous operating businesses. We understand the back office needs of privately held, fast growing companies. We’ve helped our own companies and we can help yours as well.

Privately Held Companies

Privately held companies are our focus. We started in a family office with numerous, privately-held operating businesses as our initial clients. Since our founding, we have continued to help closely-held businesses with their back office operational needs.