Employers with W-2 employees
If you employ W-2 employees,
start here.
We review companies in any industry. Choose the closest company structure and your responsibility to see the questions, documents, reviewers, and implementation steps involved.
Step 1 • Choose your company type
Select the closest company structure.
This is not an eligibility list. The review requirements change with ownership, employee count, payroll systems, and the number of reviewers involved.
01
Employer type
Small privately owned
Everyday care with payroll analysis for the owner.
- Owner-led
- lean administration
- one payroll relationship
02
Employer type
Middle market companies
Add usable care without replacing existing coverage.
- Established coverage
- cross-functional approval
- multiple payroll groups
03
Employer type
Private equity
Review one operating company at a time.
- Multiple companies
- repeatable diligence
- EBITDA focus
04
Employer type
Large organizations
Calculate each employee population separately.
- Distributed workforce
- multiple systems
- formal governance
Review by responsibility
See the questions assigned to your role.
Choose a responsibility, then select your company type.
Responsibility 01Sponsor the decisionSet the business objective, choose the review team, and own the final proceed, pause, or decline decision.+
Responsibility 02Prove the economics and payrollReconcile the company-specific model, validate payroll treatment, and define repeatable operating controls.+
Responsibility 03Plan employee communication and supportDefine Plan descriptions, enrollment instructions, service contacts, and escalation procedures for each employee population.+
Responsibility 04Review risk and written structureTest documents, claims, tax mechanics, data handling, contracts, responsibilities, and operating alignment.+
Responsibility 05Review portfolio companiesScreen operating companies, select one for review, calculate company-specific results, and decide whether to review another company.+
Request a company review