EWM Group
EWM Group, PC is a privately held professional services firm in Suwanee, Georgia providing insurance regulatory examination support, audit, tax, and CFO advisory services primarily to state insurance departments and insurance carriers across the United States.
- Company typePrivate
- Founded2004
- HeadquartersDuluth, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What EWM Group does
EWM Group, PC is a privately held professional services firm headquartered at 4411 Suwanee Dam Road, Suite 550, Suwanee, Georgia. Founded in 2004 by partners averaging more than 25 years of accounting experience, the firm operates four integrated service lines: Regulatory & Compliance Services (providing examination and compliance support to state insurance departments for over 20 years, aligned to the NAIC Financial Condition Examiners and Market Conduct Examiners Handbooks), Audit & Assurance Services (financial statement audits, reviews, compilations, feasibility statements, forecasts, projections, and agreed-upon procedures), Business Advisory Services delivered through the "CFO to Go" sub-brand (Controller/CFO services covering process change, internal control strengthening, and accounting staff optimization), and Tax Services (year-round compliance and planning across multiple industries). The firm's competitive positioning rests on a credentialed team of examiners, accountants, reinsurance specialists, actuaries, market conduct specialists, and IS specialists with active memberships in the Society of Financial Examiners, AICPA, Georgia Society of CPAs, IASA, and ACFE.
The firm serves two primary customer segments: state insurance regulatory departments (requiring financial condition and market conduct examinations) and insurance entities spanning life, property & casualty, health, surplus lines, TPAs, MGAs, and non-traditional carriers including captives, pre-paid legal plans, self-insurance funds, PSHCCs, and Medicare+Choice plans. Its go-to-market is direct, sales-led, and relationship-driven, with the firm stating it has worked closely with insurance regulators "throughout the nation" from its single Suwanee office. There is no disclosed digital platform, no AI/ML capability, no proprietary technology product, and no API or mobile app presence — the business is delivered entirely by credentialed professionals against manual examination and audit standards.
The business model is fee-for-service professional services, with pricing handled via quotes rather than published rates. There is no disclosed external funding, no subsidiaries, no M&A history, no patents or trademarks, no public awards, and no partnership ecosystem. Headcount is disclosed at 1-10 employees, and the firm's stated strategic direction is to deepen existing client relationships and modestly expand service offerings rather than pursue scale, geographic expansion, or external capital. The combination of partner-led delivery, single-office footprint, and absence of capital or acquisition activity makes this a stable, niche boutique rather than a growth-oriented platform.
EWM Group firmographics
Firmographics- Name
- EWM Group
- Legal name
- EWM Group, PC
- Website
- https://ewmgrouppc.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- EWM Group, PC is a privately held professional services firm in Suwanee, Georgia providing insurance regulatory examination support, audit, tax, and CFO advisory services primarily to state insurance departments and insurance carriers across the United States.
- Ownership category
- akta.pro rank
Where EWM Group is headquartered
LocationHeadquarters
- HQ city
- Duluth
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EWM Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Professional Services - Regulatory & Compliance: Regulatory support services provided to state insurance departments, including examination services and ongoing compliance support.
- Audit & Assurance Services: Financial statement audits, reviews, compilations, feasibility statements, forecasts, projections, and agreed-upon procedures for insurance entities.
- Business Advisory Services: Controller/CFO services under the 'CFO to Go' program, including process changes, internal controls strengthening, and accounting staff optimization.
- Tax Services: Tax compliance, planning, and preparation services for a wide spectrum of industries with emphasis on tax savings opportunities.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
EWM Group product offering
Product offeringCore offering
EWM Group, PC is a professional services firm providing regulatory and compliance support to state insurance departments, along with audit and assurance, business advisory (CFO/Controller services via the "CFO to Go" program), and tax compliance and planning services. The firm serves insurance entities such as life, property & casualty, health, surplus lines, TPAs, MGAs, and non-traditional carriers, leveraging examiner, actuarial, reinsurance, and market conduct expertise built around the NAIC Financial Condition Examiners and Market Conduct Examiners Handbooks.
Product overview
EWM Group, PC is a professional services firm offering a unified portfolio of four integrated service lines: Regulatory & Compliance Services (providing regulatory support to state insurance departments for over 20 years), Audit & Assurance Services (financial statement assurance), Business Advisory Services including the 'CFO to Go' program (Controller/CFO services), and Tax Services. These services are designed to work collaboratively to provide comprehensive accounting and consulting solutions to clients in the insurance industry and beyond.
Differentiator
Problem solved
Functional benefit
Brands
- CFO to Go: A Controller/CFO services program providing business advisory services under the Business Advisory service line.
Products and services
- Regulatory & Compliance Services Provides regulatory support services to state insurance departments, delivered by examiners, accountants, reinsurance specialists, and actuaries with working knowledge of the NAIC Financial Condition Examiners and Market Conduct Examiners Handbooks. Serves life, P&C, health, surplus lines, TPAs, MGAs, captives, pre-paid legal plans, self-insurance funds, PSHCCs, and Medicare+Choice plans.
- Audit & Assurance Services Provides objective and ethical financial statement assurance services, including audits of financial statements, financial statement reviews, compilations, feasibility statements, forecasts, projections, and other agreed-upon procedures, with industry-specific insight for insurance entities and other clients.
- Business Advisory Services
Companies that use EWM Group
Customer profileSegments2 records
Ideal customer profiles2 records
EWM Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
EWM Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights3 records
EWM Group competitors and assessment
Company assessmentBroad incumbents
- EY US: Big 4 firm with a dedicated insurance industry group providing audit, tax, and advisory services. Overlaps with EWM on statutory audits and regulatory examinations, particularly for large national and international carriers.
- PwC US: Big 4 firm with a sizable insurance practice covering audit, tax, and regulatory services. Competes with EWM for carrier audits and increasingly for state-level examination support.
- Deloitte US: Big 4 firm with a substantial insurance industry practice offering audit, consulting, and regulatory services. Competes for large examination, advisory, and risk-management engagements that EWM also targets.
- Baker Tilly US: Top-10 accounting and advisory firm with a dedicated insurance practice serving carriers, MGAs, and TPAs on audit, tax, and regulatory matters. Closely comparable mid-tier peer to EWM in scope and target client base.
- RSM US: Mid-tier accounting firm with a substantial insurance industry practice serving middle-market insurers, MGAs, and self-insurance entities. Comparable target segments to EWM with broader scale and technology investments.
- BDO USA: Top-tier global accounting firm with a dedicated insurance industry practice providing audit, tax, and advisory services to insurers, reinsurers, and MGAs. Competes with EWM for insurance audit and regulatory engagements at greater scale.
- Plante Moran: Large regional accounting and advisory firm with an insurance industry group serving carriers and related entities on audit, tax, and regulatory services. Comparable to EWM in client focus but with materially larger headcount and reach.
- Forvis: Top-10 accounting firm (formed from BKD and Dixon Hughes Goodman) with a dedicated insurance industry practice providing audit, tax, and advisory services. Similar target client profile to EWM but with broader geographic reach.
Direct peers
- Johnson Lambert LLP: A nationally focused CPA and advisory firm exclusively serving the insurance industry, including audit, tax, regulatory, and actuarial services. Most direct functional peer to EWM, operating at greater scale but with the same insurance-specialist DNA.
Others
- KPMG US: Big 4 firm with a large insurance audit and regulatory advisory practice serving life, P&C, and health insurers globally. Direct overlap with EWM on statutory audit and examination support, though at materially greater scale.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
EWM Group social profiles
Digital presenceEWM Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
EWM Group leadership team
Management profileNumber of profiles
EWM Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EWM Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EWM Group
What does EWM Group do?
EWM Group, PC is a professional services firm providing regulatory and compliance support to state insurance departments, along with audit and assurance, business advisory (CFO/Controller services via the "CFO to Go" program), and tax compliance and planning services. The firm serves insurance entities such as life, property & casualty, health, surplus lines, TPAs, MGAs, and non-traditional carriers, leveraging examiner, actuarial, reinsurance, and market conduct expertise built around the NAIC Financial Condition Examiners and Market Conduct Examiners Handbooks.
Is EWM Group a public or private company?
EWM Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was EWM Group founded?
EWM Group was founded in 2004. It employs 1 to 10 people.
Where is EWM Group based?
EWM Group is headquartered in Duluth, United States, in the North America region.
How does EWM Group make money?
Four revenue lines are on record. Professional Services - Regulatory & Compliance is the primary driver. The others are audit & Assurance Services, business Advisory Services and tax Services.
Who are EWM Group's main competitors?
Broad incumbents on record are EY US, PwC US, Deloitte US, Baker Tilly US, RSM US, BDO USA, Plante Moran and Forvis. Johnson Lambert LLP is listed as a direct peer. KPMG US is listed as an others.
Does EWM Group have an API?
No public API is recorded for EWM Group.