For TPA Owners

Build Upon Your Success

Definiti has become a national leader in retirement services through organic growth and by acquiring and integrating successful Third-Party Administrators (TPAs) and retirement services providers.

About Definiti
For TPA Owners

Build Upon Your Success

Definiti has become a national leader in retirement services through organic growth and by acquiring and integrating successful Third-Party Administrators (TPAs) and retirement services providers.

About Definiti

Our Growth Strategy

Acquisitions are a vital element of Definiti’s growth strategy. We look for successful firms whose owners are looking to retire and/or seek liquidity. We work to accelerate results by delivering superior customer service to plan sponsors, participants and the advisors who serve them. As a growing national firm, we offer expanded career opportunities and best-in-class technology and tools to your professional staff.

Our Growth Strategy

Acquisitions are a vital element of Definiti’s growth strategy. We look for successful firms whose owners are looking to retire and/or seek liquidity. We work to accelerate results by delivering superior customer service to plan sponsors, participants and the advisors who serve them. As a growing national firm, we offer expanded career opportunities and best-in-class technology and tools to your professional staff.

Our Competitive Advantage

  • A proven business model centered on customer delight

  • Investment in people and technology

  • Efficient, scalable operating processes

  • Cybersecurity that safeguards client data

Our Competitive Advantage

  • A proven business model centered on customer delight

  • Investment in people and technology

  • Efficient, scalable operating processes

  • Cybersecurity that safeguards client data

Our Focus

We’re looking for the very best companies in the retirement services industry:

  • Third-Party Administration

    Plan design, implementation, management and compliance testing

  • Actuarial Services

    Cash balance plans; public and private pensions; health and welfare valuation and consulting

  • Pension Outsourcing

    Turnkey administration; call center; calculations; distributions

  • Daily Valuation Recordkeeping

    Plan administration; cash reconciliation; contribution accounting

  • Revenue

    Revenue of $750,000 to over $10 million per year

Our Focus

We’re looking for the very best companies in the retirement services industry:

  • Third-Party Administration

    Plan design, implementation, management and compliance testing

  • Actuarial Services

    Cash balance plans; public and private pensions; health and welfare valuation and consulting

  • Pension Outsourcing

    Turnkey administration; call center; calculations; distributions

  • Daily Valuation Recordkeeping

    Plan administration; cash reconciliation; contribution accounting

  • Revenue

    Revenue of $750,000 to over $10 million per year

Owner Objectives

The decision to sell is an important one. We ‘get’ it, having successfully acquired many closely held private firms. From our first call we’ll patiently work to understand you and your business, tailoring a structure that meets your goals. Most often these include:

  • Confidence

    Our services and culture mesh with your clients and staff.

  • Liquidity

    A straightforward transaction, with cash delivered at closing.

  • Seamlessness

    Graceful transition for clients and staff. Owners typically work with us through a three- to six-month transition during which they receive compensation and benefits.

Owner Objectives

The decision to sell is an important one. We ‘get’ it, having successfully acquired many closely held private firms. From our first call we’ll patiently work to understand you and your business, tailoring a structure that meets your goals. Most often these include:

  • Confidence

    Our services and culture mesh with your clients and staff.

  • Liquidity

    A straightforward transaction, with cash delivered at closing.

  • Seamlessness

    Graceful transition for clients and staff. Owners typically work with us through a three- to six-month transition during which they receive compensation and benefits.

Evaluation and Valuation

Our process for valuation and completing the transaction is transparent, quick and no-nonsense. We begin with an introductory call, followed by a review of your firm’s financial performance and business operations. We’ll then deliver a firm valuation based on your firm’s earnings and revenue. A Letter of Intent describes the terms of our proposal in writing; once signed, we can close within 90 days.

Evaluation and Valuation

Our process for valuation and completing the transaction is transparent, quick and no-nonsense. We begin with an introductory call, followed by a review of your firm’s financial performance and business operations. We’ll then deliver a firm valuation based on your firm’s earnings and revenue. A Letter of Intent describes the terms of our proposal in writing; once signed, we can close within 90 days.

Transaction Highlights

Fast

Valuation within weeks; Letter of Intent and closing within months.

Easy

Seller-friendly: cash at close, 1-year escrow.

Certain

A nearly 100% close rate on signed Letters of Intent.

Transaction Highlights

Fast

Valuation within weeks; Letter of Intent and closing within months.

Easy

Seller-friendly: cash at close, 1-year escrow.

Certain

A nearly 100% close rate on signed Letters of Intent.

What got us here won’t get us there.

Definiti continues to strengthen and expand our capabilities in every facet of retirement services. If you’re an owner, give us a call to discuss how we can work together.

For more information about joining Definiti, fill out this form or call Chris Byrne, Business Development, at (978) 808-7620.

What got us here won’t get us there.

Definiti continues to strengthen and expand our capabilities in every facet of retirement services. If you’re an owner, give us a call to discuss how we can work together.

For more information about joining Definiti, fill out this form or call Chris Byrne, Business Development, at (978) 808-7620.