Case Studies

Apex Restoration

Apex Restoration has provided professional disaster recovery services in Tennessee and Alabama for nearly a decade. With eight locations and approximately 70 employees, the company covers a broad region and tackles a wide range of problems, including water, fire, mold, and storm damage. Apex returns properties to pre-disaster conditions, and its success has earned it a reputation as one of the best restoration contractors in the area.

SD Mayer & Associates

SD Mayer & Associates, LLP is an accounting and consulting firm located in San Francisco, California. Since 2012, SD Mayer has provided a range of traditional audit advisory, tax and outsource services, including wealth management and retirement programs.

CMIT Solutions

CMIT Solutions is the leading provider of IT services to SMBs, experiencing double-digit same office sales revenue increases for the past four years. The company provides a managed-services model that is delivered via a nationwide system of more than 140 franchise units run by skilled local entrepreneurs.

National Holistic Institute

In 1979, National Holistic Institute (NHI) was the first accredited massage therapy school in California. Now it spans over seven campuses across the state, offering unique single-focused training programs in the growing field of massage therapy.

Liberty Tax

Liberty Tax is one of the largest tax preparation franchise in the U.S., specializing in preparing tax returns for individuals and small businesses. The company appeared on Forbes’ “Top 20 Franchises for the Buck” list in 2012.

Gas Monkey Garage

Gas Monkey Garage is a renowned hot rod shop that produces and ships cars for people around the world. The company was featured on Discovery Channel show Fast N’ Loud.

Chop’t Creative Salad

Chop’t Creative Salad Company is a fast-growing chain of “fast salad” restaurants in New York and Washington, D.C. Each franchise combines showmanship and speed to create healthy meal alternatives to the hurried East Coast professional crowd.

Hickory Farms

Hickory Farms has been a leading provider of specialty foods and holiday food gifts since 1951. The company’s award-winning signature products, complete with eco-friendly gift boxes, are available online, in catalogs, at leading supermarkets year round, and in shopping malls throughout the Christmas holiday.

Risk Management

Risk Management Advisors, Inc. (RMA) is a national firm that specializes in the design, implementation and management of captive insurance companies and self-insured plans. Headquartered in Long Beach, California, RMA serves clients across the country. RMA provides a comprehensive, integrated approach to its clients to manage their risk, and protect the wealth they have created. RMA partners collectively have over 50 years of experience and are backed by a national network of world-class professionals.


INSURICA is a large independent insurance agency with numerous offices throughout the U.S. Over the last 10 years, INSURICA has grown to become one of Insurance Journal’s Top 100 privately-owned insurance agencies. The company now finds itself among the 50 largest insurance brokers in the U.S., with 400 colleagues in 26 offices throughout Oklahoma, Texas, Arkansas, Colorado, Arizona, and California.