We Are Your Global Outsource Partner in India

Leading United States Based financial services firms partner with Assurent Advisors as their Trusted Global Outsource Partner for Accounting, Advisory & Consulting, Forensic Accounting, Taxation, and Valuation services.
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Who Are We?

Founded in 2022, we are a dynamic and rapidly growing firm with a dedicated team of professionals. We perform on-time and on budget so that US-based firms can provide exceptional service to their end clients. We do this with a proven program of rigorous hiring practices, training, review, and feedback.

While you rest, we handle the groundwork to ensure you’re poised for success the next day. You will receive a comprehensive working file compiled with your templates and workflow, complete with clear and
detailed notes to keep you informed.

Imagine the possibilities if 60%, 80%, or even 90% of the work were already completed before you even began. What if you and your team could focus solely on the most engaging and complex challenges, while we manage the routine tasks? With our support, you can achieve more and streamline your efforts.

At Assurent Advisors, we seamlessly integrate with your team to tackle diverse and complex valuation, accounting, advisory & consulting, and taxation support challenges. You are committed to your client’s success. We are dedicated to making you look good.

Why Assurent Advisors?

Expertise and
Knowledge

Client Centric
Approach

Quality
Assurance

Service Delivery
Structure

Rapid
turnaround

Sustainability &
Ethical Practices

Cost
Efficiency

Multifaceted Industry
Experience

Disaster Recovery
Strategy in Place

Flexibility and
Scalability

Global
Reach

Client Testimonials

I am happy to share my experience working with Assurent Advisors. Their expertise in business valuations has significantly streamlined my practice, making my operations more efficient and effective. From the outset, their communication has been responsive and clear. They have always been willing to discuss details to ensure that every aspect of the valuation process is thoroughly understood and accurately executed.

The turnaround time for their services is impressive. This reliability has been important for my business, allowing me to deliver timely and accurate valuations to my clients. Assurent provides great service at a reasonable cost. Their competitive pricing, coupled with their high-quality service, makes them a valuable partner in my business valuation practice.

I highly recommend Assurent to anyone seeking a dependable, efficient, and professional outsourcer for business valuations. Their contribution has been a major factor in the success and growth of my valuation practice.

Megan Thompson
Managing Partner, Thompson Accounting

I have found Assurent to be fast, accurate, responsive, and thoroughly dedicated to customer service.

BV/Forensic Expert, Southwestern U.S.

We began partnering with Assurent for back-office valuation support in 2024, and we couldn’t be more satisfied. They seamlessly integrate with our tools, ensuring our reports and worksheets maintain our distinctive look and feel. Their team is not only responsive and professional but also incredibly efficient. Working with the same analyst each time guarantees consistency in our deliverables. It truly feels like they are an extension of our team, rather than just an outsourced provider—a refreshing shift from previous experiences. Outsourcing projects to Assurant has also increased our profitability, and we look forward to continuing this collaboration in 2025

Jeff Faust, CVA
Abbot, Stringham & Lynch

I have worked closely with Assurent on several 409A valuations over the past year, and they have proven to be a highly competent partner. Their team demonstrates strong technical proficiency, particularly in OPM waterfall analyses. A notable strength is their ability to navigate complex capital structures by meticulously analyzing contracts and purchase agreements, understanding the rights and potential payouts of the different equity classes and subsequently applying the appropriate method for the valuation. Their attention to detail in these complex scenarios is remarkable.

I also value their proactive communication style and reliability. They consistently meet agreed upon deadlines and deliverables, and importantly, flag any potential challenges early in the process. Additionally, working with sensitive client information requires high standards of confidentiality and data security, and I appreciate the integration of these practices into their work process flow. Their combination of technical expertise, professionalism, and reliable delivery makes them an invaluable partner for our work.

Project Manager, CFA Western U.S.

It has been a pleasure working with Assurent to successfully complete many projects over the past several years. Communication has been simple; nothing gets lost in translation. The team’s skillset is excellent, and they have a good process for quality control within their team. Assurent proactively catches issues and brings them to my attention. Assurent’s work has always been timely, it feels like magic that I can send a request at the end of my working day and then wake up to it completed. My projects are better and run more smoothly with Assurent on our team.

Project Manager, Eastern U.S.

Our Affiliations

Assurent Advisors is affiliated with globally renowned associations.

California Society of Certified Public Accountants

Knowledge Center

Explore expert insights and deepen your knowledge of our organization, services, and initiatives in our Knowledge Center.

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Frequently Asked Questions

How does Assurent Advisors manage the onboarding process?

At Assurent Advisors, we’ve designed a seamless onboarding journey designed to ensure a smooth and efficient transition for our clients.

What measure does Assurent Advisors employ to guarantee data security? Is my data safe?

Yes, here are our procedures to keep your data safe with industry best practices:

  • We use the client’s secure server for documents, or our own secure ShareFile server.
  • Our employees work onsite, behind a logged keypad entry door.
  • The laptops used are all company-owned and locked down so that no external drives may be used or programs installed without admin authority.
  • All hard drives are encrypted by Microsoft Bit Defender in case of theft.
  • Multi-factor authentication is turned on whenever available.
  • Password vaults are used separately for each client.
  • We have 24/7 IT support.
  • As a last recourse, of course, we also have cyber insurance coverage as well.

Are there continuity and disaster recovery plans?

Yes. In the event of a disaster, we will be back up and running within 24 hours. We have offsite IT in both India and the US. All resources are available to us online. Although we work from the office, we have the capability to switch to a secure virtual work mode in any emergency.

Who will I be working with?

You will have a dedicated team assigned to you. You will have a primary single point of contact in addition to at least one primary analyst and at least one collaborating analyst who will be cross trained in your procedures. We invest a significant amount of time training our teams to best collaborate with you and it is in our mutual interest to keep the teams intact.

Will you use our models?

Yes. Part of our investment in you is to learn your models and reports.

Clients’ models and methods are the product of years of development and represent their intellectual property. Are these kept confidential?

Yes, they are kept strictly confidential. All our clients have their preferred processes and workflows, and we do not share any information outside of the relevant team members.

What are your quality control procedures?

We have a “get it right” guarantee, and we have multiple layers of internal review to make sure we get things right the first time, on time. However, if there are any errors in our work, we will redo it on our own dime until you say it’s right. You will never pay for re-work. We set mutual expectations so that we know what you want every time. We are outcomes-focused – our job is not done until we have met expectations.

Do I have cost transparency?

Yes, in several ways. We take time on initial onboarding to understand how your firm and projects work in order to collaborate on the best method of engagement based on complexity, size, and volume.

Do you pay fair wages and benefits?

Yes! We know that treating people with respect is a universal way of getting the best results. We pay market rates or higher, provide benefits, and most importantly keep work demands to 45 hours per week as much as possible. We are flexible in our time away from the office and, as much as possible, are working within normal work hours for the local time zone.

How do I know how a project is doing?

We communicate project status so there are no guesses about when something will be turned around. We communicate about project inputs clearly and often and can use any of your time tracking or other workflow tools you use.

What do I need to disclose to clients?

Obviously, you need to talk with your attorney about this. To date, most of our clients have disclosures in their engagement letters or scope of work that they use contractors and global resources.

How the pricing structure would be?

We have several pricing models, such as hourly pricing, subscription model, monthly retention of hours, based on project pricing. Please reach out to us for a model that perfectly fits into your structure.