The Hebets Company

Name

The Hebets Company

Legal name

The Hebets Company

Website

https://hebetsco.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Executive Compensation and Financial Advisory Services

NAICS

Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)

SIC

Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211), Life Insurance (6311)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Executive compensation consulting
• Estate planning services
• Business succession planning
• FQHC benefits consulting
• Wealth preservation advisory

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Executive Compensation & Benefits Consulting: Consulting fees for designing and implementing executive compensation and fringe benefit programs for businesses and healthcare organizations. Services include plan design, communication, implementation, documentation, benefit financing, and benefit securitization.
2. Insurance Brokerage Services: Insurance services provided through The Comp Consulting Companies, LLC, a subsidiary of NFP Corp. The firm facilitates the purchase of large amounts of life insurance and related insurance products for clients.
3. Securities & Investment Advisory: Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

The Hebets Company is a financial consulting firm that designs and implements executive compensation and fringe benefit programs (including non-qualified deferred compensation plans, phantom stock plans, 162 bonus plans, and split dollar insurance plans), business valuation and succession planning, and estate planning from wealth creation to preservation. The firm operates as a subsidiary of NFP Corp. and specializes in serving non-profit healthcare organizations (especially Federally Qualified Health Centers), high-net-worth individuals, and business owners across the United States.

Product overview

The Hebets Company is a premier financial services consulting firm founded in 1969, operating as a subsidiary of NFP Corp. The firm provides specialized advisory services organized around four core practice areas: Executive Compensation and Fringe Benefits Consulting (including Non-Qualified Deferred Compensation Plans/SERPs, Phantom Stock Incentive Plans, Life Insurance 162 Bonus Plans, and Split Dollar Insurance Plans); Business Valuation and Succession Planning (including Equity Monetization Planning); Estate Planning from Wealth Creation to Wealth Preservation; and specialized services for Federally Qualified Health Centers (FQHCs) and Healthcare Systems. The company serves wealthy individuals, business owners, and non-profit healthcare organizations nationwide, with a proprietary planning model called 'The Value of Voice' that emphasizes stakeholder-inclusive planning processes.

Differentiator

Problem solved

Functional benefit

Products and services

• Executive Compensation and Fringe Benefits Consulting Comprehensive consulting services for designing and implementing executive compensation and fringe benefit programs including Deferred Compensation Plans, SERPs, Executive Life and Disability Insurance, Long Term Care Insurance arrangements, Performance Based Plans, Equity Based Plans (real and phantom), and Benefit Restoration Plans. Target clients are non-profit healthcare organizations, businesses, and high-net-worth individuals.
• Business Valuation & Succession Planning Services addressing preservation and maximization of business value, transfer tax minimization, ownership and management transition facilitation, and family harmony. Includes Entity Plan and Cross-Purchase Plan strategies. Targets business owners and entrepreneurs preparing for ownership transition.
• Estate Planning Wealth creation to wealth preservation services including strategy for asset transfer, estate tax minimization, beneficiary protection from creditors and divorce, and coordination of estate planning team. Targets high-net-worth individuals and families requiring sophisticated wealth transfer solutions.
• FQHC Services (Federally Qualified Health Centers) Specialized national platform serving FQHCs with executive compensation, retirement benefits, compensation benchmarking, and succession planning. Includes 457(b), 457(f), 403(b), split dollar plans, and 162 bonus plans. Serves 125+ non-profit healthcare organizations including 60+ FQHCs nationwide and 3 of the 10 largest.
• Healthcare Systems Services Executive compensation and benefit consulting for healthcare systems facing challenges in attracting and retaining leadership talent. Includes loan regime split dollar plans for tax-free retirement income and employer balance sheet transformation solutions. Targets large and mid-sized healthcare systems and tax-exempt hospital organizations.
• Compensation Benchmarking Economic evaluation comparing components of executive and provider compensation including salary, bonus, short and long-term incentives, and retirement benefits on local, regional, and national basis. Designed for healthcare organizations evaluating their compensation competitiveness.

Quantifiable outcome

• 125+ healthcare organizations served including 3 of the 10 largest FQHCs
• +3 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered strategic and core.

• FinsecastrategicOthers · 1 January 2026Finseca is a professional organization of top financial professionals that strives to enable and create financial security for all. Jim Hebets serves as an 8-year Board Member and 3-year Executive Committee Member of Finseca. Jamie Hebets serves on the Board of Trustees for the Finseca Foundation.
• American Hospital Association (AHA)strategicStrategic or Co-development Partner · 1 January 2021The Hebets Company partners with AHA for sponsored webinars on executive compensation topics. AHA Leadership Summit presentations featuring Hebets executives on transformational executive retirement benefits and positioning healthcare organizations as destination employers.
• National Association of Community Health Centers (NACHC)strategicStrategic or Co-development Partner · 1 January 2021Sean P. Roddy, Chief Growth and Financial Officer of NACHC, is a featured speaker at Hebets Company's Annual Symposium. NACHC and Hebets Company collaborate on educational initiatives for FQHCs regarding executive compensation and total rewards strategies.
• PartnersFinancialcoreOthers · 1 January 2007PartnersFinancial is a membership organization of NFP and a national community of industry-leading, independent life insurance and financial professionals. The Hebets Company has been a member since 2007. The organization has supported members for over 30 years in building insurance industry knowledge and expertise, creating a culture of idea-sharing and collaboration.
• Kestra Investment Services, LLCcoreOthers · 1 January 2007Kestra Investment Services, LLC is an independent broker/dealer that has been associated with The Hebets Company since 2007. Kestra IS provides advisors exclusive resources and concierge-level support for securities-related products. Securities offered through Kestra IS are Member FINRA/SIPC.
• NFP Corp.coreOthers · 1 January 1998NFP Corp. is the parent company of The Hebets Company. NFP is a leading provider of executive retirement plans in the United States with over 260 offices and 5,600 employees worldwide, serving over 65,000 corporate clients. The Hebets Company operates as a wholly owned subsidiary of NFP, benefiting from its international organizational strength and national platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Clark Schaefer Hackett: Mid-market accounting and advisory firm with a dedicated business valuation and succession planning practice. Comparable to Hebets' middle-market business valuation and equity monetization services.
• Hilb Group: Insurance and benefits brokerage actively rolling up specialty executive benefits and consulting practices. Overlaps with Hebets in middle-market healthcare and HNW executive compensation advisory.

Broad incumbents

• BNY Mellon Wealth Management: Large wealth manager providing estate planning, business succession, and family office services to ultra-HNW clients. Overlaps with Hebets' high-net-worth segment for sophisticated estate and succession engagements.
• Aon: Parent company of NFP Corp. and ultimate parent of The Hebets Company. Aon's Human Capital and Health practice competes for the same executive benefits engagements at the largest enterprise healthcare clients.
• Mercer: Global consulting leader in health, wealth, and career advisory. Mercer's executive benefits and compensation consulting practice directly overlaps with The Hebets Company's core offering; Susan Quirk, the firm's VP hire, came from Mercer.
• Willis Towers Watson (WTW): Global advisory firm with a leading executive compensation and talent practice serving large healthcare systems and HNW clients. WTW competes across the same client roster Hebets targets.
• Gallagher: Major insurance brokerage and risk management firm with substantial executive benefits and compensation consulting. Gallagher competes head-to-head for healthcare executive compensation engagements; Susan Quirk also held senior roles there.

Direct peers

• Bessemer Trust: Specialized wealth management and business succession advisory firm serving HNW families and entrepreneurs. Bessemer competes directly for the estate planning, business valuation, and succession engagements that anchor Hebets' private-client practice.
• Sequoia Financial Group: Specialized executive benefits and non-qualified deferred compensation consulting firm. Sequoia serves a similar mid-market and non-profit client base with comparable SERP, split dollar, and 162 bonus plan advisory services.
• NFP Corp. Parent company and direct operating peer. NFP's executive benefits and retirement consulting practice operates across 260+ offices and competes for many of the same non-profit healthcare and HNW clients, while also serving as the firm's distribution channel.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

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 The Hebets Company