The McHenry Group
2200 Powell Street
Suite 610
Emeryville, CA 94608
 
Phone: 510-595-2900
Toll free: 800-638-8121
Fax: 510-420-1732
 
info@mchenrygroup.com
 
Additional information may be found at:

www.mchenrygroup.com
 
 

The staff and clients of McHenry and its affiliates lost an important member of their family when Olga Pande passed away unexpectedly on November 23^rd while in Venezuela. Olga brought joy and common sense to our world – every day. She helped us to be better professionals and better people. Our world is a better place for having known her.

In November, I wrote about selling a benefits business. This is the companion piece addressing the other side of the transaction – buying a benefits services business. As with selling a business, buying a business is a distinct process that must be followed to achieve success – for both the buyer and the seller.

McHenry recently surveyed TPAs and retirement advisors to determine their business models, client and asset base, and expectations for the future. More than 200 TPAs and retirement advisors participated in our study. The results may surprise you.

We are pleased to announce the addition of a new member to The McHenry Group family. Rhonda Evans, Ph.D. has recently joined the firm as our new Director of Research. In this role, she will help clients to understand their working environment and how to best approach market risks and opportunities.