Business Services

Focused support to meet your needs

Your business is unlike any other. Your employees are unique. You have specific needs that require a custom approach. Because we understand that there’s no single benefits solution for all businesses, we offer multiple options to meet your needs and help you accomplish your goals, including a traditional PEO approach as well as a deconstructed PEO model that provides access to retirement benefits, insurance and payroll options.

Are you searching for a PEO provider but are unsure which one is the right fit for your company? We can help. We work with small- to medium-sized companies to evaluate PEO provider options and help identify the best provider to meet your employees’ specific needs. We also negotiate better rates with your provider and support your employees with additional services such as financial planning.

Not interested in PEO outsourcing? Sam Financial can support your company and employees with these services. Our goal is to make benefits possible in whatever way works best for your business.

We also offer a suite of services to meet your needs as a business owner. These services include:

  • Professional Cash Management: We employ a variety of traditional and non-traditional cash management strategies to help you ensure liquidity, monitor cash flow and manage short-term investments.
  • Business Succession Planning: Our business transition services are based on your specific needs and can help you sell an existing business, maximize your business’s value or move to a different role.
  • Executive Planning: We incorporate both private and public stock holdings to help you plan for the future.
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