Robert Cox and Liz Kirby have been business partners for nearly thirty-five years, navigating every stage of growth together in the insurance industry. When they first came to MGA in 2008, they were facing complex accounting challenges and needed a team who could understand the intricacies of their business — and simplify them.
They found exactly that.
Paul and the MGA team quickly stepped in and made sense of their books from day one. With deep experience in the insurance industry, MGA understood the language and the layers of complexity that come with it. As Robert and Liz soon learned, MGA was no ordinary accounting firm; it was a true advisory partner.
“We look to the MGA team to tell us what’s going on,” they explain. “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.”
Over the years, MGA has continued to stay one step ahead for Robert and Liz, providing proactive insight, compliance support, and strategic planning to help their business grow with confidence.
When it came time to sell their company, MGA guided them through the entire process with clarity and care. Paul helped them evaluate deal structures, understand how the numbers would fall, and minimize future tax liabilities. He even worked directly with their attorneys, reviewing purchase and sale drafts to ensure every detail of the transaction was structured to their advantage.
“Some people don’t want to spend money for a firm like MGA,” Liz shares, “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.”
Robert and Liz’s story reflects what sets MGA apart, which is a proactive mindset, a depth of industry knowledge, and a partnership that lasts well beyond a single engagement.
How MGA Supports Entrepreneurs Like Robert & Liz:
- Strategic advisory and tax planning for business sales
- Compliance and financial clarity for complex industries
- Transaction review and structure optimization
- Proactive guidance and long-term partnership
With MGA as their trusted advisor, Robert Cox and Liz Kirby successfully transitioned their business while protecting their financial future — proof that with the right partner, even the most complex decisions can be made simple.
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