Financial, legal and tax advice for insurance businesses
In short
Exponent provides corporate finance, accounting, internal audit and legal, tax and company law advice to insurance brokers, agencies and companies, with particular knowledge of transactions specific to the insurance sector such as portfolio sales.
What problems does it solve?
- Sales or mergers handled without specialist advice.
- Accounting that does not help to understand profitability.
- Tax and company law questions specific to the sector.
What do we do?
Corporate finance
Sale and purchase of portfolios and companies, valuations and financing.
Accounting
Bookkeeping and closings focused on management.
Tax advice
Company and shareholder taxes.
Legal and company law
Contracts, companies and corporate transactions.
Internal audit
Review of processes and controls.
Financial advice
Planning and treasury.
What does a project look like?
- 1. ReviewAccounting, tax and corporate situation.
- 2. ProposalWork plan and fixed fees.
- 3. SupportRecurring service or per transaction.
Frequently asked questions
Do you handle portfolio sales?
Yes: valuation, negotiation, documentation and the tax and company law aspects of the transaction.
Do you work outside Valencia?
Yes, with remote meetings and travel when needed.