Article covering the rationale behind various deal structures commonly present within PEO M&A along with descriptions of these structures.
Deal Flow in the PEO Industry
Opening As you may imagine, M&A deal flow within the PEO industry slowed immensely during the initial months of COVID-19. …
PEO: AEBITDA & Provisions
Overview This article will cover the difference between earnings before interest, taxes, depreciation, and amortization (EBITDA) and adjusted earnings before …
Want a Higher Multiple? Scale or Sales is Important.
Realistic Expectations While the average valuation is higher today than in years past, it is important for sellers to …
Simple Truths in the PEO M&A Process
PEO M&A Insight Whether you are an experienced veteran of mergers and acquisitions or a novice, this article will …
Selling a PEO
Overview Selling a PEO will be a time consuming and stressful ordeal, but it is worth it if you are …
Paychex and Oasis Transaction: Commentary and Opinion
Disclaimer: The following article is solely the opinion of the author and is not based on insider or non-public information. …
Cyclicality Within the PEO Industry
Overview I was recently asked for my insight on cyclicality within the PEO industry. Cyclicality may be defined as …
Are PEOs a Sound Investment?
Investment interest has grown in the PEO industry. Whether it be through acquisitions via private equity firms or institutional investments …
Bear Market? What to expect within the PEO industry.
Article Overview Recent dips in the stock market have many speculating that a bear-market may be fast approaching . Overviews …
Is the PEO industry poised for growth?
Is the PEO Industry Poised For Growth? Revenue in the PEO industry has almost doubled (+92%) over the last 12 …
PEO Industry External Factors and Potential Market Disruptors
Overview This article will cover potential market disruptors and external factors that could influence the PEO industry. The article will …
Private Equity Firms in the PEO Industry
For Private Equity Firms Interested In The PEO Industry Introduction The PEO model is a hybrid of an outsourcing …
EBITDA Add Backs
Overview In the world of M&A, different valuation methods are used. In the PEO industry, the most common valuation method …
PEO: Before You Call The Investment Banker
Overview Many PEO Owners begin their pre-exit strategy by contacting an Investment Banker to start the arduous journey of compiling …
PEO & Private Equity
Private Equity Interest in the PEO Space Investment interest into the Professional Employer Organization (PEO) space has increased from …
Having An Exit Strategy Doesn’t Mean You Need To Exit
Overview When we personally self-reflect we are the better for it. The thought process behind an exit strategy for …
Acquisition Growth – Organic Growth Must Coincide
Overview Strategic acquisitions can further a geographic reach, increase revenue and after consolidation synergies are realized, increase net profit margins. …
What is your exit strategy?
WHAT IS YOUR EXIT STRATEGY? Overview: What is your exit strategy? Within the industry as a whole, PEOs as well …
I’m thinking about selling my PEO
I’m thinking about selling my PEO This question may have entered your mind over the years. First off, congratulations on …
PEO: EBITDA Increase
In an industry where there is active consolidation in the marketplace, and high multiples with M&A activity, is your …