•  PEO DUE DILIGENCE: M&A Profile Image
    PEO DUE DILIGENCE: M&A
    Business Resource Center, Inc is well equipped to assist in the diligence process within the Professional Employer Organization (PEO) space during M&A activity. We offer expertise in business diligence, financial review, go-to-market review, leadership assessment, infrastructure adequacy, technology overview, insurance overview, business analytics, tax overview and pricing strategy.  During diligence on an acquisition of a PEO, we partner with other diligence firms (actuaries, legal and taxes) to ensure a thorough and well-rounded discovery process.  Our diligence process has ranged from small or regional firms to PEOs with gross revenues in the multibillion dollar range.

    PEO Diligence Offering:

    • Business Operations
    • Go-To-Market Review
    • Sr. Leadership Assessment
    • Technology Overview
    • Insurance Overview
    • Business Analytics
    • Payroll Tax Overview
    • Pricing Strategy
    • Infrastructure Review
    • Financial Overview
    • Projections vs. Expected
    • Field Talent Assessment (when permitted)
    • Sales Overview
    • Offering/Platform Overview
    • Expansion Analysis (organic/acquisition)
    • Culture Analysis