Financial Services - Woodridge, Illinois, United States
We are a small, agile, effective and discreet Business Brokerage "matchmaker" specializing in sales, mergers and acquisitions among and between Employee Benefits Third-Party Administrators (TPAs). If your firm has or wants a benefits practice, and anticipates being a Buyer or Seller of a TPA practice, then you should seriously consider our services. We work with:*Accountants *Actuaries *Associations *Attorneys *Banks *Benefits Consultants *S & Ls *Trust Companies*Insurance Companies, Agencies, Agents, and Brokers providing TPA services*Investment Companies, Brokers, Registered Representatives, Registered Investment Advisors as TPAs *Other Business Brokers wishing to take advantage of our specialties to fill their engagementsWe also offer several levels and methodologies of Business Valuation services, and not just for TPAsFor TPAs to make available to their employer clients, we offer pre-retirement financial planning seminars to the benefit plan participants who are over age 50 and in need of preparing for eventual retirement.Because of our advanced knowledge of non-public information regarding staffing needs and excesses, we also offer staffing service for both vacancies and outplacement services.