It’s that time of year to plan a budget.  Although it is not New Years yet, many of us need to decide how we want to use our benefit dollars. Understanding What is in your wallet of options is super important. The IRS just released the 2024 spending account limits.  Both the FSA and …

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 …

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 …