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The last decade was strong for Private Equity, with deal multiples shooting up 50 to 60 percent between the 2010s and the 2020s.  But things have changed, and competition for the best deals is fierce.  Inflation is at a record high, interest rates have made a comeback, and a recession may be coming soon. Per …

I took a walk with AI

A.I. seems to be everywhere you turn right now. It’s the latest shiny object for screen-entranced people to spend time attempting to understand and harvest its power. I’m no different. I wonder what A.I. would say if given the chance to guide us on employee benefits? With curiosity growing daily, I have been studying (on …

Astute private equity professionals understand the importance of thoroughly evaluating employee benefit plans within acquisition targets. To ensure you make informed decisions and maximize the value of your investments, it is imperative to focus on both pre-acquisition due diligence and post-acquisition strategy. Let’s explore both further: Pre-acquisition Due Diligence: Before finalizing any acquisition, it is …

Recently, LinkedIn hit me with a post directed to benefits brokers.  I took a second to read the bullets before scrolling by and I have to admit I was ashamed of, and for, our industry.  Perhaps what I share below is why we use the term Benefits Advisor in lieu of broker. Specifically, this company …

Planning your employee benefits renewal

  It’s June The Start of Summer! And For many employer groups It is time to start planning for your calendar year benefit renewal. So what should you consider? Unfortunately, there have been significant increases in the cost of life insurance since COVID. If your plan is coming off a rate guarantee, expect a larger …

My dad often mentioned to me a line out of a Robert Browning poem, “…a man’s reach should exceed his grasp, or what’s a heaven for?”  It took me years to grasp its’ meaning, yet now I recognize the phrase offers guidance to relish one’s journey. Knowing healthcare perfection is beyond reach, our company’s journey …

The Question Behind the Question

I recall as a kid getting into a lot of trouble. Harmless trouble, mind you. Growing up in what was then the middle of nowhere in South Fulton County where our nearest neighbor was a half-mile away, there wasn’t much trouble you could get into that harmed other people. Shooting each other with BB guns, …