Benefits Think Looking to be acquired? Start here

Published Updated 5 Min Read

  • Synergistic or complementary domain expertise
  • Carrier relationships (preferably not duplicative)
  • Compatible technological capabilities
  • New sales channels or markets
  • Compatible management style, business model, structure and corporate culture
  • Shared vision for the future of the business
  • Roles and responsibilities, including leadership assignments?
  • Elimination of redundant functions and expenses?
  • Benchmarking or metrics for measuring progress?
  • Technology integration?
  • Timelines?
  • Personal objectives, accountability and financial incentives?
  • Definitions for success?
Jack Kwicien
Managing partner

Jack Kwicien, an Employee Benefit Adviser columnist, is co-founder of Daymark Advisors, a Baltimore-based consulting and advisory firm. He is also the co-developer of the SMART Benefits Strategic … Read full bio


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