Our Process

Our work with clients is end-to-end, from review & information gathering, all the way to implementation of the best solutions. Below is what you can expect when you begin work with EBI.

1. Intro & discovery

  • Understand your firm’s goals and the goals for portfolio companies

  • Understand firm’s deal phase

  • Clarify investment model

  • Review PIM

2. proposal

  • Create & review scope of work

  • Sign engagement agreements

  • Sign mutual NDA

  • Evaluation of insurance & due diligence—understanding the scope and reasoning of coverage

  • Gain access to data room

  • Introduction to appropriate parties at portfolio companies

3. Gather carrier info

4. co. assessment

  • Created for each Port Co—contains overall recommendations on:

    • Employee Benefits

    • Executive Comp

    • Commercial P&C

    • HR Audit

    • Employee Retirement Plan

5. go to market

  • Evaluation of broker partners in bullpen; Determine best fit for each Port Co

  • Source broker partners

  • Sign broker of record

6. implement

  • Create mutual operating model

  • Implement new plan with Port Co—including broker shopping business, enrolling, and ongoing, transparent reporting

Interested in learning more about our services or how we can help? Let’s talk.