Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States.
Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.
Our clients benefit from our national resources and broad expertise. Whether we are:
> Designing an innovative and affordable benefit plan for a mid-sized corporation in Boca Raton, FL
> Guiding a wealth management client across the finish line into retirement in Anchorage, AK
> Consulting with a new risk management client about how to proactively reduce losses on construction sites in Boston, MA
Each Alera Group company is unique, with individual local and niche industry specialties. Our offices care about their local communities and often have long-standing relationships with clients that span years or even generations. We encourage both a collaborative culture and the opportunity for each location to have its own personality. We believe this enables us to deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.
BlackCap is a metric-driven global manufacturing advisory firm that analyzes and implements financial improvements across the spectrum of a company’s touchpoints (supply chain, operations, engineering, quality, finance, IT/cyber, sales & marketing, etc.). We have deep experience knowing where the “bodies are buried” in many verticals including automotive, medical device, pharmaceutical, food & beverage, packaging, consumer goods, building products, industrial goods, capital equipment, and others, both domestic and international. BlackCap is often engaged to optimize sales channels and expand markets, implement cost reduction initiatives, define and implement digital transformations, and assist in inorganic growth through greenfield and brownfield initiatives.
Expense Reduction Analysts (ERA) is a global consulting firm with benchmark data and subject matter expertise in over 30 broad expense categories. Using data and market knowledge allows ERA to consistently deliver double-digit savings with a 90% success rate to mid-market organizations. Clients include manufacturing, distribution, nonprofit, financial services, government and educational institutions.
Freedom Summit Consulting exists to help closely-held businesses:
– Prepare for the transition of leadership, stewardship, and ownership
– Obtain clarity for strategic planning
– Improve the effectiveness of processes & teams
– Explore cost savings solutions to reduce overhead
– Develop next generation leaders
– Coach owners in stepping away from day-to-day operations
– Determine owner’s personal financial readiness to exit
– Assist is developing and implementing estate, legacy and philanthropic goals
– Source a team of trusted advisors to execute an exit plan which meets personal, business, and financial goals
This work is done through a structured process that draws upon three primary resources:
– The knowledge, expertise, and experience of my clients, specific to their industry. We determine how to best leverage past successes and strengths as well as focus time and energy to overcome challenges and seize opportunities.
– Draw upon my professional experience and the expertise of my FocalPoint colleagues when offering guidance.
– Utilize best practices of the world’s most respected business leaders via FocalPoint, a world-class proprietary program created by Brian Tracy, which sources business principles, strategies, tactics, tools, and systems.
Typical results are improved business skills, cash flow, growth, higher performing teams, and a healthy business that can be successfully exited. This delivers greater personal satisfaction both inside and outside of business. We guarantee money back on the investment in our services and a substantial ROI. Although it takes hard work, our clients attain their goals without the uncertainty and frustration they had prior to having a having a trusted team of professionals.