OBERLE, TULLY & COMPANY
PROFESSIONAL SERVICES FIRMS AREN’ T EXEMPT FROM INSURANCE DEMANDS
Just Ask The Owner Of Oberle, Tully & Company
For many business owners, securing business insurance is an obvious must-do. For construction businesses, plumbers, retail spaces, and more, insurance is a top priority. However, owners of professional service businesses— such as accounting firms, law firms, and consulting firms— might mistakenly believe that insurance coverage isn’ t necessary in their industry.
At Nesbit Agencies, we want to make one thing clear to every business owner: obtaining business insurance is one of the best ways to protect the overall health of your organization, no matter the industry.
For over 20 years, we’ ve been supporting Oberle, Tully & Company, an accounting firm in Minnesota, with all its business insurance needs. Through two owners and ever-changing business landscapes, the firm has remained secure and protected. When ownership changed hands in 2020, David Tully maintained our long-standing partnership. Here’ s what he has to say about the role that insurance coverage plays in his business.
FROM ONE FAMILY BUSINESS TO ANOTHER
Nesbit Agencies has been the insurance provider for Oberle, Tully & Company for many years.
“ It’ s been an easy fit with Nesbit,” said Tully.“ They’ re a family-owned business, and I trust them.” Oberle, Tully & Company does tax preparation, financial statement preparation, consulting, bookkeeping, and payroll for its book of clients, establishing trust, providing technical expertise, and navigating complex business decisions. In many ways, Tully gives his clients the same thing he gets from Nesbit Agencies: peace of mind and trustworthy business guidance.
Tully bought 50 % of the firm from the previous owner, Bob Oberle, in 2017 and then purchased the second half of the company in 2020. Deciding to continue their long-standing partnership with Nesbit was a no-brainer.
When it comes to insurance, Nesbit does the heavy lifting, allowing Tully and his team of six to focus on their book of clients.
4 • NesbitAgencies. com