In Episode 9 of How the Deal Was Done, Laura Queen delves into the often overlooked yet vital aspect of mergers and acquisitions: employee benefits. Joining her is Tom Ingelsby, a principal at Birch Benefits, who sheds light on navigating the complexities of benefit plans during acquisitions. We explore the challenges companies face when merging firms, particularly in the mid and lower middle market, and discuss strategies for scaling benefits effectively. Tom shares insights on the importance of data, the impact of catastrophic claims, and the potential of innovative solutions like ICHRAs. They also cover the significance of claims auditing and benchmarking in a tight hiring market. Tune in to discover how to manage employee benefits in M&A effectively.

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