PEO / ASO / EOR Evaluation

The right HR infrastructure, not just the popular one.

PEO, ASO, and EOR get pitched as interchangeable outsourcing options. They're not — each shifts a different set of costs, risks, and control levers, and the right structure is a major value-creation lever for mid-market portfolio companies.

Three structures, three tradeoffs

Which one fits which portfolio company

PEO

Professional Employer Organization

Bundled HR, payroll, and benefits under a co-employment model — typically the fastest path to lower workers' comp rates and lower benefits costs, plus built-in compliance support. Best fit for smaller portfolio companies without in-house HR infrastructure.

ASO

Administrative Services Only

HR and payroll administration handled externally, with benefits carved out separately — more control over cost and carrier choice than a PEO, at the expense of some bundled-rate leverage. Best fit for companies that want administrative relief without giving up benefits control.

EOR

Employer of Record

The EOR becomes the legal employer, enabling rapid hiring, multi-state compliance, and clean contractor-to-employee conversion. Best fit for fast-scaling portfolio companies expanding into new states or converting a 1099 workforce.

Impact on KPIs

What the right structure moves

Cash FlowLower HR overhead, lower workers' comp premiums, lower benefits costs
EBITDAReduced administrative overhead, lower insurance costs
MOICStructural cost reduction → higher enterprise value
ROICLower cost of HR operations
IRRFast implementation → rapid value creation
Let's talk value creation

Let's evaluate your portfolio's HR infrastructure.

We'll map each portfolio company against PEO, ASO, and EOR fit — and quantify the cost delta.

Schedule a Portfolio Value Creation Review