Insurance & Financial Services Group
Delivering on the promise of industry expertise that can help you grow your business in the finance industry.
Our Cleveland and Akron finance advisors have significant experience owning and growing their own companies, which means we can guide you as you look to grow your own business in the finance industry. We have been in your position and can help guide you with insight gained from our own financial experiences.
In addition to our finance experience here in Cleveland and Akron, our professionals have access to the combined resources of the BDO Seidman Alliance. The professionals in the Alliance, which is made up of over 200 firms across the country in addition to over 600 firms globally, can be called upon as needed to provide additional specific finance expertise.
Finance Industry Reports
As an added value to our clients and contacts, we provide quarterly industry reports in over 200 industries, including the following segments of the finance industry (click for a sample):
Banks and Credit Unions
- Consulting Services
- Consumer Finance
- Credit Card Processing
- Credit Collections and Services
- Financial Planners and Investment Advisors
- Insurance Agencies
- Insurance Carriers
- Investment Banking
- Legal Services
- Mortgage Banking
- Real Estate Investment Trusts (REITs)
- Securities Brokers
- Title Insurance Services
- Venture Capital
To sign up for one or more of these free finance industry reports, please
Or click here to read an article on
Lessons Learned from the Finance Industry
Finance Industry Benchmarking
We can benchmark your business against hundreds of similar size finance companies within your specific NAICS code by using our proprietary database. We’ll not only give you insights about your finance business, but you’ll be able to see how you stack up against other companies in the finance industry.
For a no-risk analysis of your finance business, please send an email to email@example.com with a brief description of your business and your NAICS code. One of our finance professionals will be in touch to discuss generating your report.
For more information on our Finance and Insurance Industry Group, please contact