Our Services

Unlock your business’s potential with Assurent Advisors, your trusted global offshore partner for comprehensive financial solutions. We empower US professional firms with tailored expertise that drives success.

Accounting

Advisory &
Consulting

Forensic
Accounting

Valuation

Taxation

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.

View All Articles