Financial Services Companies have the potential to transform their business by outsourcing the heaviest HR burdens to a Professional Employer Organization (“PEO”). When RIAs, asset management, and fund companies work with a PEO, they enter into a co-employment agreement. The company becomes the client in a contractual agreement, and the PEO shares specific employer responsibilities […]

Inorganic growth via acquisition has become a proven way for companies to quickly scale and grow. Often, the company being acquired is a competitor with a proven record of success, revenue, and employee retention. The merger and acquisition (M&A) also may be due to a company wanting to consolidate or enter a new market. Whatever […]