PEO Advisors
PEO Advisors is a Florida-based PEO brokerage founded in 2010 that connects small-to-medium businesses with preferred PEO providers for workers' compensation, payroll, benefits, HR, and risk management via a network of 250+ agency partners.
- Company typePrivate
- Founded2010
- HeadquartersDunedin, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What PEO Advisors does
PEO Advisors is a privately held Professional Employer Organization (PEO) brokerage and consulting firm founded in 2010 and headquartered in Dunedin, Florida. The company functions as an intermediary that connects small-to-medium sized businesses with a network of preferred PEO providers for workers' compensation, payroll administration, employee benefits, human resources, and safety/risk management. It serves two primary customer segments directly: SMBs seeking bundled employment-related services, and a channel network of over 250 property and casualty insurance agencies nationwide that facilitate Workers' Compensation placements through its platform.
Revenue is generated primarily through commissions on PEO service placements and affiliate/referral fees from partners including Pre-Paid Legal (LegalShield), Aflac, and payroll funding providers. PEO services are quote-based with multi-year contracts, while supplemental products are sold on monthly subscriptions. The company employs a dual go-to-market motion: partner-driven distribution via its agency network, and direct inside-sales and enterprise-field outreach to SMBs requiring tailored PEO solutions. Marketing assets include the 'Everything PEO!' weekly radio show, authored book 'Workers' Comp Made Easy', and active organic social media presence. No proprietary technology platform has been disclosed.
The management team is led by co-founders Evan Collart (20+ years in PEO; previously co-founded and sold multiple seven-figure PEO brokerages) and Eric Chakirelis (former real estate appraisal firm founder). The firm received the 2022 Top Ten PEO Services Award from Manage HR Magazine and the 2024 Most Prominent Leaders in the Insurance Industry recognition from USA Leaders. The company remains privately held with no disclosed external institutional funding.
PEO Advisors firmographics
Firmographics- Name
- PEO Advisors
- Legal name
- PEO Advisors LLC
- Website
- https://peoadvisors.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- PEO Advisors is a Florida-based PEO brokerage founded in 2010 that connects small-to-medium businesses with preferred PEO providers for workers' compensation, payroll, benefits, HR, and risk management via a network of 250+ agency partners.
- Ownership category
- akta.pro rank
PEO Advisors industry classification
Industry- Product category
- Professional Employer Organization (PEO) Brokerage Services
- NAICS
- Professional Employer Organizations (56133), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Professional Employer Organization (PEO) / Co-Employment Services (BPACAHAB)
- akta.pro secondary industry
- Onboarding, Offboarding & Employee Lifecycle Administration (BPACAHAL)
Keywords
Where PEO Advisors is headquartered
LocationHeadquarters
- HQ city
- Dunedin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PEO Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales
Revenue model
- PEO Services Commission: PEO Advisors earns commissions by connecting businesses with preferred PEO providers. The company facilitates workers' compensation, payroll administration, employee benefits, HR services, and risk management.
- Partner Referrals: Revenue generated through referral arrangements with business funding providers and additional service providers including Pre-Paid Legal and Aflac supplemental plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Pre-Paid Legal Personal Plans |
| Subscription | Monthly | Pre-Paid Legal Business Plans |
| Other | Multi-year contract | PEO Services Quote-Based |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
PEO Advisors product offering
Product offeringCore offering
PEO Advisors operates as a brokerage connecting small-to-medium sized businesses with a vetted network of preferred PEO providers across the United States. The company facilitates workers' compensation coverage, payroll and tax administration, employee benefits, human resources support, and safety/risk management, supplemented by referral partnerships for legal services, supplemental insurance (Aflac), and business funding.
Product overview
PEO Advisors is a PEO solutions broker offering a unified platform of employment-related services for small-to-medium businesses. The core offering is PEO Services (Workers Compensation, Payroll Administration, Employee Benefits, Human Resources, Safety/Risk Management), supplemented by Pre-Paid Legal Services and Aflac Supplemental Plans for employee benefits, plus Business Funding for operational capital. The company also produces 'Everything PEO!' media content and authored 'Workers' Comp Made Easy' as educational resources. Founded in 2010, they serve clients across most U.S. states through a network of 250+ agency partners.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- In 2022, PEO Advisors received the Top Ten PEO Services Award by Manage HR magazine
- +1 more outcomes
Companies that use PEO Advisors
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
PEO Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PEO Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Payroll Funding CompaniescoreReferral partnership with payroll funding providers allowing PEO Advisors to offer comprehensive business funding solutions to clients alongside their PEO services. Partners include payrollfundings.com and payrollfundingcompany.com.
- Preferred PEO Providers NetworkcoreNetwork of vetted PEO providers that PEO Advisors works with to match clients with the best solutions. This network handles workers' compensation, payroll, benefits, and HR services for clients across various industries.
- Property and Casualty Agency PartnerscoreOver 250 property and casualty agencies partner with PEO Advisors to facilitate Workers' Compensation coverage for their clients. Partners benefit from new revenue streams, value-added services for clients, and commission protection (no AOR recognition).
- Pre-Paid Legal (LegalShield)minorPartnership offering Pre-Paid Legal Services to PEO Advisors clients. Personal plans starting at $19.99/mo, Business plans at $49.99/mo. Provides assistance with contracts, vendor payment issues, and business legal matters.
- AflacminorPartnership offering Aflac Supplemental Plans including Cancer, Disability, Dental, Life, Critical Care, Accidental, Vision, and Hospital coverage. Addresses needs when Major Medical Insurance is too expensive or employee participation is struggling.
Scale indicators5 records
Recent moves7 records
Expansion highlights4 records
PEO Advisors competitors and assessment
Company assessmentEmerging players
- Deel: Global Employer of Record and HR platform rapidly expanding into U.S. SMB PEO/HR services. Represents the emerging digital-first threat that could compress demand for traditional PEO brokers over time.
- Gusto: SMB-focused payroll, benefits, and HR platform. Targets the same 'business of employment' pain points PEO Advisors addresses for small businesses, with a direct-to-customer technology model that can disintermediate broker-led PEO sales.
Broad incumbents
- ADP TotalSource (ADP Lyric): ADP's PEO offering providing co-employment, benefits, payroll, and HR for SMBs. Largest incumbent PEO and the most likely to push direct SMB relationships that bypass independent PEO brokers like PEO Advisors.
- Paychex: Payroll, HR, and PEO (Paychex PEO / Oasis) provider with national scale. Comparable because it bundles the same workers' comp, payroll, and benefits services PEO Advisors brokers, and competes both as a potential PEO supplier and an end-provider.
- Insperity: Large, publicly-traded PEO provider offering workers' comp, payroll, benefits, and HR services to SMBs and mid-market companies. PEO Advisors' 'Preferred PEO Providers Network' likely includes Insperity-like carriers; they could also disintermediate the broker layer by going direct.
- TriNet: Major PEO serving small and mid-size businesses with co-employment, payroll, benefits, and HR support. Competes for the same SMB segment PEO Advisors serves and is a candidate 'Preferred PEO Provider' inside PEO Advisors' own network.
- Oasis Outsourcing (a Paychex company): PEO provider offering workers' comp, payroll, benefits, and HR to SMBs. Comparable to PEO Advisors' curated 'Preferred PEO Providers' in product mix and to its SMB target customer base.
Direct peers
- Alcott HR: Florida-headquartered PEO and HR outsourcing firm serving SMBs with payroll, benefits, workers' comp, and HR support. Closely matches PEO Advisors' profile in geography, customer segment, and service mix.
- Justworks: Modern PEO platform serving SMBs with bundled payroll, benefits, HR, and compliance. Competes with PEO Advisors for the same small-to-medium business customer but delivers services directly via technology rather than through a broker network.
- FrankCrum: PEO provider operating in Florida and surrounding states offering payroll, workers' comp, benefits, and HR outsourcing. Closely comparable as a regional PEO competitor to PEO Advisors' Florida-anchored business.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
PEO Advisors social profiles
Digital presencePEO Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
PEO Advisors leadership team
Management profileNumber of profiles
Profiles3 records
PEO Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PEO Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PEO Advisors
What does PEO Advisors do?
PEO Advisors operates as a brokerage connecting small-to-medium sized businesses with a vetted network of preferred PEO providers across the United States. The company facilitates workers' compensation coverage, payroll and tax administration, employee benefits, human resources support, and safety/risk management, supplemented by referral partnerships for legal services, supplemental insurance (Aflac), and business funding.
Is PEO Advisors a public or private company?
PEO Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PEO Advisors founded?
PEO Advisors was founded in 2010. It employs 11 to 50 people.
Where is PEO Advisors based?
PEO Advisors is headquartered in Dunedin, United States, in the North America region.
How does PEO Advisors make money?
Two revenue lines are on record. PEO Services Commission is the primary driver. The others are partner Referrals.
Who are PEO Advisors's main competitors?
Emerging players on record are Deel and Gusto. Broad incumbents are ADP TotalSource (ADP Lyric), Paychex, Insperity, TriNet and Oasis Outsourcing (a Paychex company). Direct peers are Alcott HR, Justworks and FrankCrum.
Does PEO Advisors have an API?
No public API is recorded for PEO Advisors.
What industry is PEO Advisors in?
PEO Advisors's product category is Professional Employer Organization (PEO) Brokerage Services. Its primary akta.pro industry code is BPACAHAB, Professional Employer Organization (PEO) / Co-Employment Services, with a secondary code of BPACAHAL, Onboarding, Offboarding & Employee Lifecycle Administration. Its NAICS code is 56133 and its SIC code is 6411.