Robert Cox & Liz Kirby: Careered Entrepreneurs
Robert Cox and Liz Kirby, who have been business partners for nearly thirty-five years, came to MGA in 2008 as they were looking for someone to help them correct some complex accounting problems.
They are in the insurance industry. They are used to the complexity. In insurance, sure, one plus one still equals two. But the verbiage used is different and can be foreign to those who have never been exposed to it.
It didn’t take them long to learn that MGA was no ordinary accounting firm.
Paul stepped right in to help and was able to understand their books from day one without any guidance. Because MGA knows the ins and outs of the insurance industry, we were ready to dive right in and help them, truly making the complex simple.
But their story doesn’t stop there. MGA works closely with Robert and Liz, always staying one step ahead for their business.
“We look to the MGA team to tell us what’s going on. We trust them to look at the documents we give them from all angles, noticing if they shed light on other issues that should be addressed. We look to them to ask the questions we don’t even know to ask.”
Paul and the MGA team assisted Robert and Liz as they recently sold their great business, when taxes were essential. Paul led them through how the numbers would fall so they wouldn’t be hit with future tax liabilities. He also reviewed the various drafts of the Purchase and Sale Agreement and worked with the attorneys to be sure the structure of the sale minimized the tax to the shareholders.
They both told us that Paul was instrumental in that process.
“Some people don’t want to spend money for a firm like MGA, but I’m not sure why because people like them can save you money in the long run. Making the wrong mistake can cost you with the IRS, so it’s worth it to hire professional experts like Paul and his team. They are very, very good at what they do.” — Liz Kirby
Robert and Liz’s relationship with MGA is an excellent example of how we do things differently. We are their partner and trusted advisors, always offering simple solutions to their complex problems.