McHenry Consulting

What McHenry Consulting does

McHenry Consulting is a boutique professional services firm founded in 2002 and headquartered in Windermere, Florida (Orlando metropolitan area) that exclusively serves the Professional Employer Organization (PEO) and staffing industries. The firm operates a principal-led model organized around four practice areas — Strategy Services, Business Performance, Organizational Performance, and Mergers & Acquisitions — delivered through nine discrete service lines: PEO Primer (an industry-entry educational program), PEO Tuner (a proprietary platform optimization methodology), PEO CEO On-Call (executive advisory), Forensic Services (expert witness and litigation support), Risk Management, Information Technology and HRMS Software Advisory, Strategic Benefit and Product Design, Recruiting and Human Capital, and Accounting Services. The firm employs 11-50 staff led by six named principals/directors, with a deliberately low staff-to-executive ratio and claimed 'nearly a century' of combined PEO and cross-industry experience spanning executive management, operations, sales, marketing, IT, and financial advisory.

Name

McHenry Consulting

Legal name

McHenry Consulting

Website

https://mchenryconsulting.net

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

McHenry Consulting is a Florida-based boutique consulting firm founded in 2002 that exclusively serves the Professional Employer Organization (PEO) and staffing industries with strategy, business performance, organizational performance, and M&A advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. Consulting Services: Professional consulting fees for services spanning strategy, business performance, organizational performance, and mergers & acquisitions advisory for PEO and staffing companies.
2. PEO Tuner Engagement: Project-based consulting engagement for PEO platform optimization, potentially delivering expense reductions of up to $200 per work site employee.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

McHenry Consulting is a boutique consulting firm that delivers strategic, operational, organizational, and M&A advisory services exclusively to the Professional Employer Organization (PEO) and staffing industries. Offerings include a proprietary PEO platform optimization engagement (PEO Tuner), executive advisory (PEO CEO On-Call), HRMS technology selection, risk management, forensic/expert witness services, accounting, recruiting, and M&A transaction support.

Product overview

McHenry Consulting offers a portfolio of consulting services for the PEO (Professional Employer Organization) and staffing industries. The services include PEO Primer (industry introduction program), Strategic Benefit and Product Design, Information Technology and HRMS Software Advisory, Risk Management, PEO Tuner (platform optimization), PEO CEO On-Call (executive advisory), Forensic Services (expert witness), and Accounting Services. These services are delivered through practice groups covering strategy services, business performance, organizational performance, and merger & acquisitions advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• PEO Primer Introductory educational program designed for prospective entrants, first-time owner/operators, and acquirers entering the PEO industry, providing industry overview and whiteboard planning modules.
• Strategic Benefit and Product Design Consulting service for reviewing and optimizing employee benefit plans, including vendor selection and management, legislative compliance, document review, and administrative assistance for PEO clients.
• Information Technology and HRMS Software Advisory Advisory service for HR technology solutions including business process review, HRMS software evaluation and selection, project management, change management, and staff augmentation for PEO companies.
• Risk Management Comprehensive risk management services for PEOs including data analysis, claims prevention, multi-line insurance reviews, and financial analysis of risk transfer methods.
• PEO Tuner Proprietary platform optimization service for PEOs focused on service and operating platform structure, applying principles of identification, centralization, consolidation, simplification, standardization, and automation, with potential expense reductions of up to $200 per work site employee.
• PEO CEO On-Call Executive advisory program providing C-level support to fill skill gaps in PEO management teams, including strategic planning, operational analysis, sales/marketing support, and transaction support.
• Forensic Services Expert witness and litigation support services for PEO industry disputes, including testimony on insurance, claims, and industry standards.
• Accounting Services Audit, tax, accounting, and consulting services including financial statement preparation, tax planning, and business consulting for PEO clients.
• Recruiting and Human Capital Management Recruiting and human capital management consulting practice for PEO clients, including executive search counsel.
• Training and Development Training and development consulting services for PEO clients and their workforce.
• Transaction Advisory M&A transaction advisory services for PEO companies, supporting financing, funding, joint ventures, M&A, and divestitures.
• Due Diligence and Valuation Due diligence and business valuation services for PEO M&A transactions.
• Integration (M&A) Post-merger integration consulting services for PEO companies completing M&A transactions.

Quantifiable outcome

• Expense reductions, profit improvement, or resources generated for re-investment of up to $200 per work site employee through PEO Tuner engagement
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered supporting and core.

• Key Vendor Partners (Accounting)supportingOthersMcHenry Consulting works in partnership with key vendor partners to provide comprehensive audit, tax, accounting and consulting services. Principals have experience working with international public accounting firms and former PEO owners/operators.
• Key Vendor Partners (Risk Management)coreOthersThrough relationships with key vendor partners, McHenry Consulting introduces clients to a single-source provider for comprehensive risk management services including data analysis, benchmarking, claims management, insurance program reviews, and financial analysis of risk transfer methods. Select vendor partners have established programs with quality carriers committed to understanding PEO needs.
• Benefit Offerings PartnerssupportingOthersMcHenry Consulting provides benefit offerings via partner relationships including group insurance, dental, disability, life, medical, managed care, healthcare savings accounts, retirement plans, and employee assistance programs.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Bain & Company: Top-tier global management consulting firm with deep private equity and M&A advisory practices. Relevant peer for benchmarking strategy and corporate development advisory quality that McHenry delivers to PEO clients, especially in transaction support and post-merger integration.
• Mercer: Global consulting leader in health, wealth, and career advisory with significant workforce solutions practice. Comparable to McHenry as a strategic advisor to employers on HR operations, benefits, and risk—though Mercer operates at vastly greater scale and across all industries, not specializing in PEO.
• Deloitte (Human Capital): Big 4 professional services firm with a large Human Capital practice covering HR transformation, M&A, and benefits advisory. Competes with McHenry on large employer HR strategy and post-merger integration mandates; relevant peer for understanding how large enterprises buy workforce consulting.
• Willis Towers Watson: Global advisory, broking, and solutions company with substantial human capital and risk management practices. Comparable to McHenry in providing strategic HR, benefits, and risk advisory to employer clients, including segments that interact with PEOs—relevant as a broad incumbent competitor.
• Korn Ferry: Global organizational consulting firm spanning talent acquisition, executive search, and HR advisory. Direct overlap with McHenry's Recruiting and Human Capital practice and CEO On-Call executive advisory positioning, though at much larger scale and across all industries.
• Aon (Human Capital Solutions): Global professional services firm with deep HR consulting, risk management, and M&A advisory capabilities serving employers across industries. Overlaps with McHenry on risk management advisory, benefits design, and HR strategy—relevant peer for benchmarking service breadth and PEO risk practice engagement.

Direct peers

• Generational Equity: M&A advisory firm specializing in mid-market sell-side engagements across numerous verticals including business services and staffing. Comparable to McHenry on PEO/staffing M&A advisory and due diligence mandates, though Generational is broader in vertical coverage.
• Staffing Industry Analysts (SIA): Research and advisory firm exclusively serving the staffing and workforce solutions ecosystem, with deep M&A advisory and research. Direct peer to McHenry given shared focus on the staffing/PEO vertical, though SIA is research-driven while McHenry delivers operational consulting and M&A execution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/#
• Xx.com/McHenryPEO
• Facebookfacebook.com/McHenryConsultingInc
• LinkedInlinkedin.com/company/mchenry-consulting-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McHenry Consulting