At Fortrust Diligence, we provide all of your financial diligence needs. We specialize in the insurance industry with experience ranging from small book purchases to massive insurance agencies with multiple entities and complex structures.  We manage the entire financial due diligence process, including engagement with the Seller, creation of the checklist, steady communication with our customer (the Buyer), running onsite (or remote) meetings to go over our findings, preparing the pro forma income statement/notes/and full diligence report, and preparing any ad-hoc deliverables as requested by our customers.  We have extensive experience in all aspects of M&A transactions and there's nothing we haven't seen or can't handle.

  

We are a dedicated diligence team with a primary commitment to customer service.  We extend the highest quality service possible to our customers by being extremely responsive to our customers and through delivering top-quality financial diligence reports.  Our commitment to customer service is met through our vast professional experience and our continuous strive to deliver quality and excellence to our customers in everything we do.