Doeren Mayhew is a nationally recognized CPA and advisory firm serving mid-sized, privately held businesses and nonprofit organizations alike since 1932. But, we’re not just your average bunch of number crunchers or transaction-minded CPAs. We’re strategic wayfinders providing guidance and direction to traverse complex business terrain. We apply a rare depth of industry expertise and business best practices to navigate the best path to the future you seek. While our services are wide-ranging, they're laser-focused on your unique needs. We don't just understand your business; we anticipate the unexpected and uncover opportunities. We love what we do. It inspires us to go further and think deeper for the benefit of our clients. Armed with over 550 pros across offices in Florida, Michigan, North Carolina, Texas, Zurich and London. No sector is off limits for us – manufacturing, construction, nonprofit, auto dealership, service, energy, health care, dental, retail, restaurant or financial institutions. “Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

M&M Benefit Group is a highly reputable local insurance broker with an office situated in Novi, Michigan. Their unwavering commitment to exceptional customer service and expertise has earned them high ratings and positive reviews from clients. With a focus on serving clients of large and midsize employers, M&M Benefit Group has established itself as a trusted partner in the insurance industry. An exemplary illustration of M&M Benefit Group's capabilities lies in their collaboration with Success Mortgage Partners, Inc., a prominent employer in the offices of real estate agents and brokers industry with 750 members. M&M Benefit Group worked closely with the HR and finance team of Success Mortgage Partners, Inc. to create customized insurance solutions tailored to the unique needs of their members. This included the setup of a comprehensive HMO plan, PPO plan, PBM, and drug plan, ensuring comprehensive coverage and benefits for their employees. In addition to Success Mortgage Partners, Inc., M&M Benefit Group also serves esteemed employer clients like Kaul Safety International D/B/A Choctaw-Kaul Distribution. Their expertise spans across various industries, including offices of real estate agents and brokers and miscellaneous nondurable goods merchant wholesalers. With a strong presence in Pennsylvania, the Novi office of M&M Benefit Group extends its top-notch services to clients in the state. Their local expertise and dedication to delivering tailored insurance solutions have solidified their position as a reliable partner for large and midsize employers in Pennsylvania and beyond.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California. Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.