Your Growth, Your Terms - Beyond PEO with Ease.
When your business grows, your financial opportunities evolve. If you’ve outgrown your Professional Employer Organization (PEO), it’s time to take control. Finvisor offers tailored broker and HR solutions to ensure your transition is seamless, empowering you with transparency, flexibility, and cost savings.
600+
Companies supported
$500M+
Raised by clients
12+
Years in practice
About PEO
What is a PEO?
A PEO is a third-party organization that manages HR functions like payroll, benefits, and compliance for businesses. PEOs are helpful for startups and small companies that don’t have the resources to handle these tasks in-house.
When startups are not eligible for large group rates under their own EIN (some states require 50 or 100 employees in size), PEOs can provide valuable savings as they pool together all their client employees to negotiate large group benefit rates with the carriers.
About PEO
Why Business Outgrow PEO?
Rising Fees
PEO costs often scale faster than internal solutions
Unlocked Options
As you grow, you unlock direct large group rates which reduces the benefit of being in the PEO
Limited Flexibility
Lack of tailored financial and HR strategies
Lack of Transparency
Limited visibility into financial data
Scaling
Transitioning away from a PEO
As businesses grow, there may come a point where transitioning away from a PEO is the only way to continue scaling. While this process can seem daunting, the right partner can make it seamless and highly beneficial.
Tailored Benefits Support
We are a hands-on broker with 10+ years of experience helping hundreds of fast-growing startups scale from 5 to 50 to 500+ employees.
Comprehensive Insurance Options
As a PEO, small-group, and large-group broker, we ensure you understand all your options and choose the best fit.
HR & Payroll Bandwidth Support
Our dedicated Payroll & HR team provides additional support during PEO transitions or can serve as your ongoing People Ops team.
Cost Savings
When you grow and unlock direct large group rates, the health rates and lack of need for a PEO admin fee can be $100,000+ a year.
Compliance Management
We handle state employer registrations and reporting, and ensure you stay compliant.
Data Visibility
Gain access to accurate financial reports and forecasts for better planning.
Exclusive Software Savings
We unlock partnership pricing on top-tier tools to help startups scale efficiently.
How it works
Finvisor’s Easy PEO Transition
Our transition process is straightforward and designed to ensure a seamless shift. We simply follow these easy steps:
We evaluate your benefit opportunities and financial and operational needs.
Create a customized PEO exit strategy.
Transfer payroll, benefits, and HR management.
FAQ
Questions we hear all the time.
If yours isn’t here, we’d love to answer it directly.
You might be ready to leave your PEO if:
- Your business has grown significantly.
- PEO fees are becoming unsustainable.
- You want more control over HR policies.
- You need advanced financial insights for strategic growth.