Lighthouse PEO Advisors Case Study

Industry:

PEO Brokerage / HR Advisory

Challenge:

Lighthouse PEO Advisors was guiding a client through a complex PEO evaluation process. The organization operated across multiple states and relied on a very lean internal HR structure.

One HR leader was responsible for managing the workforce, supported by a payroll administrator, while overseeing employees in more than a dozen states. Compliance requirements, payroll administration, benefits management, and multi-state regulations made a Professional Employer Organization (PEO) essential to their operations.

The company had been working with the same PEO provider for several years. Leadership believed it was time to evaluate the PEO market and determine whether their current solution was still the right fit.

Rather than relying on sales presentations from individual providers, they wanted an independent PEO broker advisorwho could help them evaluate the full PEO landscape. Lighthouse stepped in to guide the process.

Results:

With BestFit supporting the evaluation, Lighthouse was able to guide the client through a structured review of the PEO marketplace.

BestFit helped analyze provider proposals, evaluate service models, and ensure the information presented to the client was accurate and meaningful.

The process allowed the client to gain a clear view of their options while giving Lighthouse the support needed to run a disciplined PEO provider evaluation.

Instead of navigating the market alone, Lighthouse was able to present the client with a thoughtful analysis backed by real PEO industry experience.

Key Product:

Professional Employer Organization Consulting and General Agency Services

"BestFit brings experience and strategic insight to every opportunity. Having that level of expertise behind the scenes allows me to focus on guiding the client while knowing the evaluation process is being handled the right way."

Nicholas Mattero
Founder, Lighthouse PEO Advisors

About Lighthouse PEO Advisors:

Lighthouse PEO Advisors is an independent PEO brokerage firm founded by Nicholas Mattero.

After several years working within the PEO industry, Nicholas saw how difficult it could be for companies to properly evaluate PEO providers. Many organizations were forced to rely on a single provider’s perspective rather than seeing the full market.
Lighthouse was created to change that.

The firm focuses exclusively on helping organizations evaluate, select, and implement the right PEO partner based on their operational needs, workforce structure, and long-term goals.

The Challenge:

The client Lighthouse was advising relied heavily on its PEO relationship.
With employees spread across numerous states and a very small HR team, the organization depended on its PEO provider to help manage payroll, compliance, benefits administration, and HR support.

However, after several years with their current provider, leadership wanted to better understand what the broader PEO market could offer.

They were not simply looking for lower costs. They wanted to determine whether there were opportunities to improve service, strengthen their HR infrastructure, and ensure their workforce was supported effectively as the company continued to grow.

Conducting that type of PEO evaluation required significant industry knowledge.
To support the process, Lighthouse partnered with BestFit PEO Solutions, a specialized PEO General Agency supporting brokers nationwide

The Solution:      

BestFit worked closely with Lighthouse throughout the evaluation process, providing strategic guidance and PEO industry expertise.

Rather than simply collecting proposals from multiple PEO providers, BestFit helped Lighthouse think through the strategy behind the evaluation. This included discussing how to approach the market, identifying which providers should be included in the process, and helping interpret the information that came back during the review.

As proposals were received, BestFit assisted with analyzing the details behind each offering. Their team helped Lighthouse evaluate the differences between service models, benefits structures, and pricing approaches so the client could see meaningful comparisons.

This support allowed Lighthouse to focus on advising the client and facilitating discussions while BestFit provided analytical insight and strategic guidance behind the scenes.

Together, the partnership created a structured PEO market evaluation process that helped the client see their options more clearly.

The Result

ABy the end of the process, the client had a far stronger understanding of their options within the PEO marketplace.

Rather than relying on assumptions or limited information, they were able to evaluate multiple providers through a disciplined and transparent process.

While the final decision was still underway, the company now had the clarity needed to move forward with confidence.

For Lighthouse, the engagement reinforced the value of working with BestFit as a PEO General Agency partner.

With BestFit providing expertise, strategy, and analysis behind the scenes, Lighthouse was able to focus entirely on advising the client and guiding them toward the right decision.