Very Small Employer Buys Larger Business, Now to Transition Groups

My client is doing well, and is in negotiations to buy a larger trades contracting business with 20+ employees, and benefits.

Naturally, especially since the two companies will be reformed as one, I would want to set up new group coverage or get an AOR on existing, or roll the new EE's into the group we have now.

I am the agent on my client's very small group.

They are looking at becoming one at the beginning of next year. I would assume it's normal to ask for all kinds of business records when doing these kinds of purchases, such as looking at the health insurance being offered now,
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