Independent PEO Advisory for Growing Companies™

Expert lead advice that keeps your PEO relationship competitive, cost-effective, and aligned with your company as you grow.

Get Your PEO Alignment Score
  • Decision Governance
  • Renewal Discipline
  • Structural Oversight
  • Continuous Alignment

Independent Across the Major PEOs

  • ADP-logo (1) (1)
  • Trinet (1)
  • Justworks (1)
  • ExtensisHR (1)
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  • img-providers_07
  • VensureHR (1)
  • Prestige (1)
  • GNA (1)

Strategic oversight for Your existing PEO

Most companies inside a PEO assume the relationship manages itself.

It doesn’t.

Pricing resets. Underwriting shifts. Renewal terms compound. Workforce structure evolves faster than the agreement that covers it.

We provide independent oversight of your PEO pricing, risk allocation, renewal terms, and structural alignment across the full lifecycle of the relationship.

  • Not broker representation.
  • Not vendor management.
  • Your interests. Not your PEO's.

Built for the leaders behind Every PEO decision

We partner with executive teams to reduce costs, strengthen compliance, and ensure their PEO strategy supports long-term growth.

  • CEO

    CEO

    Confidence in a smarter PEO strategy

    We help CEOs ensure their PEO relationship supports growth, protects culture, and delivers long-term value.

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  • CFO

    CFO

    Cost control and ongoing savings

    CFOs rely on us to uncover hidden costs, negotiate competitive rates, and keep HR spend optimized year after year.

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  • CHRO

    CHRO

    Stronger HR support & employee experience

    We guide HR leaders in maximizing benefits, improving service, and ensuring their PEO evolves with workforce needs.

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  • COO

    COO

    Operational stability & seamless transitions

    COOs partner with us to keep HR operations running smoothly through onboording, provider changes, or growth shifts.

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  • PE Operating Partner

    PE Operating Partner

    PEO oversight across the portfolio

    Operating partners use us to govern PEO costs and risk across portfolio companies — protecting margins and turning HR infrastructure into a value-creation lever.

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PEO decisions warrant An independent review

Your PEO was evaluated once. That was probably years ago.

Pricing shifts. Workforces change. Renewal terms drift. Most companies don't notice until it's expensive to fix.

The PEO Alignment Review is an executive-level assessment of your pricing, underwriting, renewal exposure, and workforce structure, designed to surface risk before it surfaces on its own.

Get Your PEO Alignment Score

Not sure where your PEO stands today? Let’s evaluate it together.

Economic governance of your Existing PEO

  • Pricing & underwriting oversight

    PEO pricing does not remain static.

    Administrative fees, underwriting assumptions, and renewal adjustments compound over time. We provide independent governance of rate structures, fee resets, and underwriting changes before they impact margin or valuation. Impact: Exposure identified prior to renewal lock-in.

  • Benefits structure alignment

    Benefits impact both cost trajectory and workforce competitiveness.

    We evaluate whether your current benefit structure aligns with company scale, labor strategy, and financial discipline — not just annual premium movement. Impact: Structural alignment between benefits, workforce model, and financial objectives.

  • Hidden economic exposure review

    Identify cost leaks inside existing PEO agreements

    PEO agreements often contain embedded variables — class codes, tax treatments, contribution structures, and pricing tiers — that drift over time. We surface misalignment before it becomes recurring financial drag or diligence scrutiny. Impact: Unowned cost drivers identified and governed.

Market position validation

As companies scale, their leverage inside a PEO changes.

We assess whether your pricing position reflects your current workforce size, risk profile, and market standing — independent of provider incentives. Impact: Pricing position validated against market reality.

Case Studies

Real results from real clients—lower costs, stronger benefits, and smarter PEO strategies that deliver year after year.

Industry: Private Equity

A growth-stage private equity company operating inside a PEO experienced consecutive renewal increases without independent review.

Read the case study

If your PEO hasn’t been independently reviewed, It’s operating on assumption.

Speak to an Expert

Take the Next Step With a Dedicated Advisor

Get Strategic PEO Advisory in 3 Simple Steps

Step 01
Schedule a Free Consultation
Schedule a Free Consultation

Speak with an expert advisor who understands your business goals.

Step 02
Review Your Current PEO Strategy
Review Your Current PEO Strategy

We analyze costs, provider performance, and opportunities for improvement.

Step 03
Unlock Long-Term Savings & Support
Unlock Long-Term Savings & Support

Get ongoing guidance that keeps your PEO relationship competitive as you grow.

Book a Free Consultation

Process