Resources
Free guides for the people I serve.
Practical guides for senior-care operators, founders, and the CPAs and VCs who refer them. No fluff. Built from real placements.
For: Assisted living, adult day care, hospice operators
The Senior-Care Operator's Insurance Checklist
Every coverage line you should review at renewal — with red-flag clauses to watch for.
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For: Founders preparing for Series A/B
What VCs Actually Want in DD Insurance Reports
A plain-English guide to the coverage gaps VCs flag — and how to close them before term sheet.
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For: First-time founders
D&O for Series A Founders: A Plain-English Guide
Side A/B/C explained, common limit benchmarks, and what your investors are really looking for.
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For: $2M+ homeowners in wildfire zones
After the Non-Renewal: A Roadmap for California HNW Homeowners
What to do in the 30 days after a non-renewal letter. Coverage paths, the Stand program, and what to ask any broker you call.
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