The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging specialized insurance plans; and the third contributes outsourced human resource services to business clients. A fourth entity serves as a national franchise expansion platform.

Key Aspects
• The Company has multiple revenue streams through emerging ancillary entities, a rapidly growing national franchise system, and a well-established, diverse client base.
• The franchise program enables regional brokerages to operate under the Company's brand, expanding the geographic service area and recurring revenue potential.
• The lucrative franchise referral system consistently garners new business activity.
• Stringent selection criteria, internal research & vetting, and negotiation of bids is conducted with all end-providers.
• All services include ongoing comprehensive support and consultations to ensure the best provider selections. • The Company has more than 20 years of industry experience with approximately 50 irrevocable service agreements in place.

Opportunities
• Accelerate national expansion and brand penetration in key U.S. markets through the rapidly growing franchise program, strategic marketing, referral partnerships, and cross-franchise collaboration.
• Pursue larger organizations with complex administrative outsourcing needs to further diversify revenue beyond the small- to mid-size business segment.
• Augment vertical integration through synergies with a planned credit card merchant services division and other emerging ancillary entities to enhance overall service offerings.
• Develop new insurance case designs and servicing solutions, expanding the Company’s reach into national and international.

Headquartered
• Southern, U.S.

Current Markets
• The Company offers consulting and brokerage services related to PEO, insurance, and human resource provider selections for small- and mid-size business clients throughout the U.S. Additionally, as of 2025, the Company launched a national franchise program to expand its proven brokerage model to experienced PEO professionals across multiple U.S. markets.

Real Estate
• The Company operates from a 1,960 sq. ft. commercial office building, which is held by one of the owners. Management notes that the building is available to be included in a sale or the facility may be leased post-sale; alternatively, staff could operate on an entirely remote basis in the future.

Shareholder Objectives
• The owners would like to remain with the Company for a long term partnership and transition period to new ownership with an eventual full exit. The owners agree on the sale and are open to various deal structures to facilitate a transaction.