This comprehensive guide helps employers leaving a PEO identify trustworthy transition partners by explaining the different types of consultants, brokers, and advisors available, revealing red flags that signal sales-driven agendas, providing specific interview questions to evaluate expertise and transparency, and offering practical frameworks for comparing partners objectively.

This comprehensive guide walks you through planning and budgeting a PEO exit over 12 months. It covers hidden costs most companies miss, detailed sample budgets for a 75-employee company, month-by-month planning timelines, timing dependencies, real-world pitfalls, and practical advice on when to bring in external help. Perfect for HR leaders ready to transition away from their PEO.