Client Testimonials

“Rob is a PEO encyclopedia. If you can’t find an answer for how a PEO operates or what drives their success on his blog, then it is in his head or upcoming content. I am deeply appreciative of his generous approach to sharing his knowledge and exploring how partners and investors can continue to grow the PEO space.”

Melissa Aldridge, Finance & Operations | Strategy | Venture Capital

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“Having worked alongside Rob on several M&A transactions, I have been impressed time and again with his knowledge of the industry, his understanding of a PEO’s inner workings, and his experience in various types of transactions. Arguably more importantly, I know him to be hardworking and honorable. Working with him has been a pleasure, even in the sometimes stressful environment of a transaction. I highly recommend Rob if you anticipate involvement in a PEO M&A transaction.”

Frank Huang, Practice Leader | Chief Actuary – Merlinos & Associates

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“We worked with Rob on a potential acquisition of a PEO company. With Rob’s first-hand experience as a former PEO executive, he had answers to all of the questions we had. Additionally, Rob helped us put together a post-acquisition strategic plan. Rob is a true “one-stop-shop” and a trusted advisor, who supported us from the very first diligence phase, all the way up to the post acquisition 100 day plan. We look forward continuing to work with Rob and his team on other potential PEO transactions.”

Chris Saito, Director – ORIX Capital Partners, LLC

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Rob is selfless leader with the unique ability to inspire great people to do great things. He has a strong personal foundation and has dedicated himself to helping those around him be successful in achieving their goals. Rob has one of the most creative and innovative business minds I’ve ever had the good fortune to work with. His breadth of knowledge in all facets of business have made him a trusted advisor to his clients.

David Madden, COO – McGoldrick Consulting, Inc.

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“Rob is one of the most creative thinkers I have ever met. He brings such a mature perspective to helping our firm grow, be it on personnel or sales. I feel very fortunate to be working with Rob and we have already engaged his company a second time in as many months.”

Carl Canaparo, Principal – Pinnacle Brokers

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I was conducting PEO research and came across Rob’s in-depth articles on the PEO industry. It was obvious from the start that Rob was an expert in his field. I reached out and Rob shared his knowledge and vast consulting PEO expertise with me. He has his pulse on all aspects of the PEO space. Rob and his organization should be your go to for M&A, PEO evaluations and consulting. I cannot recommend his company and Rob’s individual wealth of knowledge enough. His value is experienced with his first sentence.

Julia Bouzan, GPHR, CSM – Global HR Consultant

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