Welcome TPA Biz Owners and EA Biz Owners!

We are interested in acquiring TPA companies.

We are interesting in acquiring EA businesses.

If you are interested in us taking over your book of clients, we will continue on your excellent services to clients. Our process involves you training us in what your clients expect, special wrinkles for each client, and we take over a small group of clients at a time. Our job is to learn what you were doing, and carry on that delivery process to clients, to make the transition work well.

If you are an actuary providing EA services to several TPA firms, and want to transition out of the work, we will pay you handsomely for your business. Just like above, our process involves you training us in what your clients expect, special wrinkles for each client, and we take over a small group of clients at a time. Our job is to learn what you were doing, and carry on that delivery process to clients, to make the transition work well. We do actuarial work the way it has always been done, and we are experienced - CB/ DB/ PS/401. Combo plans, platforms, problems of all kinds. Been there, probably done that, got the solutions.

For. The. Here. And. Now.

Dan and Pete -Plan Documents

What We do