Overview

We are an investment holding company who is reimagining employee benefits, insurance/risk, outsourced HR and financial services with a people first model. We are passionate about building a network of growing, innovative and ambitious independent organizations to ignite growth through partnerships. -Access to Capital -Partnerships to increase value driven to clients -Best Practice Sharing -Proven RevOps and Digital Marketing to elevate your brand -CEO, CFO, COO, CHRO & Producer Coaching/Peer Groups -The upside of doing acquisitions without using your own capital. -The ability to choose how and when you "retire" in your business We believe every resource we invest in should come from your direct feedback. You are not willing to let go of your culture and "integrate" into someone elses. We recognize that our industry needs to evolve and that requires significant investment in technology and a transition away from the "Status Quo". We should have a conversation if any of these describe you: 1) You are intellectually curious. 2) You have no tolerance for whining, mediocrity, or blaming other people. 3) You take 100% responsibility for every aspect of your life. No exceptions. 4) Even in victory, you're evaluating what could have been done better. 5) You recognize that a major part of your life's joy comes from your work and recognize your personal and professional life intertwines. 6) When you say your people are your most important asset, it's not a catchphrase. You mean it. 7) You have thought about taking advantage of the market multiples but the stories you've heard keep you from pursuing "a deal". 8) You have an insatiable drive for constant growth and improvement. 9) You aren't sure what your succession plan looks like. 10) You believe your business's success will be determined by your ability to attract the best talent. 11) You've considered a deal but the thought of trading in the culture and legacy you've built isn't a compromise you want to make.