Five phases. One partnership. Better-informed decisions.
We begin by understanding the business issue, then make a relevant independent connection. The goal is a clear review, useful comparisons, and support through the next decision.
- 01Days 1–3
Diagnose
Five-minute assessment plus a 30-minute discovery call. We gather class codes, current loss runs (2–4 years), payroll provider, benefits package and renewal date, headcount by state, and — most importantly — the business pain you're actually trying to solve.
Deliverables
- Discovery summary in writing
- Data request list (loss runs, current invoices, plan documents)
- Engagement letter with our compensation disclosed
- 02Days 4–10
Model
We build normalized cost-and-service models across PEO, ASO, and standalone programs. Every option is priced on the same plan design, the same admin assumptions, and the same renewal trajectory. No vendor-supplied marketing math.
Deliverables
- Side-by-side cost models (3–5 viable options)
- Service-level benchmarking
- Risk and trade-off summary for each option
- 03Days 10–14
Recommend
A clear recommendation in writing, the runners-up, and the reasoning. We walk the recommendation through with you (and your CFO, board, or operating partner if helpful). You make the call.
Deliverables
- Written recommendation memo
- Decision-ready summary for executive review
- Calendar of next-step decisions
- 04Weeks 2–8
Implement
Once you decide, the selected independent firm explains the implementation plan, responsibilities, dates, and provider handoff. We help keep the connection clear.
Deliverables
- Implementation project plan with owners and dates
- Pre-launch validation of first payroll and first enrollment
- Employee communication template
- 05Ongoing — every renewal
Defend
Ongoing service is defined by the independent firm you engage. Before you proceed, you should understand renewal support, audit assistance, review cadence, and points of contact.
Deliverables
- Quarterly review touchpoints
- Annual class-code and mod audit
- Renewal modeling 90+ days before each anniversary
Clear terms before any work begins.
Compensation can vary by solution and independent advisory firm. Any applicable fees or referral arrangements are explained before you decide to move forward.
Start with an independent cost review.
Tell us where your business may be overpaying. We'll connect you with an independent advisory firm equipped to review the details and explain your options.