About Us


Over 100 years of industry knowledge, over 60 years of due diligence experience and growing


This is what we do. Due Diligence is hard to do as a part time job, it’s a mind set, needs focus, you need to find out what you don’t know.


When a regulator walks in and asks for your file and records, now it's one phone call away. You don’t have to worry about training new hires, attrition, and rehires (this is how knowledge gets lost).


An independent firm is not beholden to product providers or internal affiliates, you keep the relationship, let the due diligence firm do the leg work and sometimes be the bad guy.


There are economies of scale that can be gained in the industry. 100% of due diligence internal costs are driven by number of products not the size of your sales force. We can bring higher quality at a better cost.