CORPORATE SYNERGIES

Corporate Synergies' brokers will thoroughly evaluate the target firm's health plans —including medical, dental, vision, group life insurance, short-term and long-term disability, voluntary benefits and long-term care.

Our staff is prepared to go onsite to directly audit HR/benefits data, determine true benefits costs and to assess legal compliance. While we concentrate on the health plans, a partner firm focuses on the target firm’s compensation structure and retirement plans

Our experts will determine the actual percentage of the total compensation budget allocated to benefits, the efficacy of the firm’s strategies to reduce and control net benefit costs and whether the firm’s plan designs provide a viable ROI, based upon both proprietary and industry benchmarks

We will fully inform you of all potential costs and liabilities which affect purchase price and potential ROI. If such weaknesses are uncovered, we will provide you customized strategic solutions, which not only minimize your potential liability but also increase your bargaining power with the seller

Thorough assessment of the accuracy of the target firm’s self-reported information.

Fast turnaround. We will meet or exceed industry standard turnaround times.

Assistance minimizing financial and legal liabilities.

Full confidentiality.

Post-transaction integration of benefit plans.

Ongoing cost savings and improvement of benefits-related ROI.