We are dedicated to helping clients create and refine top-performing cultures.
Our proprietary benefitMATRIX™ Technology suite uses quantitative results from multiple diagnostics to determine specific solutions for maximizing wealth management, rewards and retention,
qualified plan performance, and shareholder transitions for your company and eligible participants. Well designed plans enhance cash flow and create profits for shareholders.
BUSINESS VALUATION
Get a precise business valuation from the largest patented online provider. It’s the crucial first step to building a comprehensive succession plan.
SUCCESSION PLANNING
Succession planning is often neglected because owners focus on current operations. However, it’s crucial to create a detailed action plan. This diagnostic will form talking points into action items.
EXECUTIVE BENEFITS
benefitRFP’s exclusive, award-winning A.I. technology ranks your current benefits and identifies cost-effective ways to reward and retain your top talent.
401(k) DIAGNOSTIC
For plan sponsors, gaining insight into how their 401(k) plan compares to those offered by other companies is invaluable. Let us assist you in evaluating your plan’s performance against the competition.
BUSINESS EVALUATION
benefitRFP’s exclusive, award-winning A.I. technology ranks your current benefits and identifies cost-effective ways to reward and retain your top talent.
WEALTH MANAGEMENT
We help both companies and individuals maximize their assets by aligning our tools and strategies with industry best practices.
SUCCESSION PLANNING
When it’s time to start thinking about stepping aside and you’re not sure if you should sell, transition using an ESOP, or merge with another company, our successionDIAGNOSTIC™ will identify long-term and immediate goals to give you a clear plan.
COMMERCIAL P&C
Your business funds your life, so don’t leave it open to vulnerabilities. Our team will help identify what areas need more coverage to ensure you stay protected.
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Learn the value of your business.
Owning and running your own business is one of the most difficult, yet rewarding paths you can choose. A business valuation can inform strategic decisions, track company growth, and help you prepare for the next phase of your journey.
Learn the value of your business.
Owning and running your own business is one of the most difficult, yet rewarding paths you can choose. A business valuation can inform strategic decisions, track company growth, and help you prepare for the next phase of your journey.
Got questions? We're here to help.
Ask a benefitRFP expert how they can help regarding your business planning, executive benefits, and wealth management.
