The offering consists of three separate entities working in conjunction, one acts as a brokerage selecting Professional Employer Organizations (PEO), the second provides guidance for wide-ranging specialized insurance plans, and the third contributes outsourced human resource services to business clients.
Key Aspects
• Multiple revenue streams through the emerging ancillary entities and an already established client base
• Lucrative franchise referral system consistently garnering new business activity
• Stringent selection criteria, internal research & vetting, and negotiation of bids conducted with all end providers
• All services include ongoing comprehensive support and consultations to ensure the best provider selections
• More than 19 years industry of experience with approximately 75 irrevocable service agreements in place
Opportunities
• Continued expansion to client businesses throughout the United States
• Increase the scale and scope of the Firm beyond small to mid-size businesses to larger organizations with essential PEO administrative needs
• Augment the Firm's activities with synergies via a planned credit card merchant service entity still in development
• Expansion to new insurance case designs and servicing segments, both nationally and internationally
Headquartered
• Southern, U.S.
Current Markets
• The Firm offers consulting and brokerage services related to PEO, insurance, and human resource provider selections for small to mid-size business clients throughout the United States.
Real Estate
• The Firm operates from a 2,500 square-foot office space, and leased from an unaffiliated third party. The lease is assumable by new ownership or staff could operate completely remotely in the future.
Shareholder Objectives
• The owners would like to remain with the Firm for a long-term partnership and transition period to new ownership with an eventual full exit. Both owners agree on the sale and are open to various deal structures to facilitate a transaction.
