PEOMG Case Study

Industry:

Professional Services/HR Consulting/Back Office Support

Challenge:

PEOMG, a St. Louis-based PEO brokerage founded in 2023, recently experienced rapid growth that created operational bottlenecks. As client service requests surged, the leadership team struggled to manage the high volume of research, analysis, and client communications required for their consultative services. Leaders faced a critical decision: hire additional staff or find an alternative scalable solution to handle their “back office” workload without compromising on their service quality.

Results:

After partnering with BestFit PEO Solutions in late 2025, PEOMG successfully scaled their operations to handle significantly higher client volumes. Within the first month, BestFit general agency services supported PEOMG by conducting PEO analysis and recommendations for 17 clients, freeing up PEOMG staff to focus more directly on client relationships and business growth. This collaborative partnership delivered exceptional turnaround times, accuracy, impactful data insights, and systems that matched PEOMG's needs, all while maintaining the quality standards their clients expect.

Key Product:

PEO Brokerage Back-Office Support Services

"The value fit is excellent. We've been very, very impressed by what they have been able to do for us and our clients. BestFit has been very accommodating, frequently asking ‘how can we best support you?’ They want to make this partnership as successful as possible."

Ryan Shapiro, President and Co-Founder, PEOMG

About PEOMG:

With 26 years of experience, PEOMG serves as a guiding light for those navigating the complexities of the PEO buying process. Their team of experts leverages insider, industry knowledge, paired with a deep understanding of the PEO landscape and HR outsourcing to create impactful recommendations for small to medium sized businesses. They have worked with hundreds of companies and thousands of employees to engage the right outsourcing model tailored specifically to their needs and philosophy around their employees and culture.

Beyond brokerage services, PEOMG also provides training for sales representatives associated with individual PEOs, a program that has seen increasing demand since its launch. The company hosts a podcast, called PEO Speedwagon, that offers insights into small and medium-sized businesses, with a growing audience that includes brokers across the industry.    

The Challenge:

Despite being a relatively new company, founded just two years ago, PEOMG's consultative approach to PEO selection has quickly attracted substantial client interest. This success, however, also created significant operational challenges.

As President and Co-Founder Ryan Shapiro explained, "We've grown really fast, which is part of the reason why we chose to work with BestFit. As we've grown, it's become clear that we need to operate really efficiently. With the mass volume of work we do, we needed assistance to help manage the log jam."

The client work required extensive research and ongoing communications, creating what CEO and Co-Founder Rachel McDougall described as "a large lift." We faced a critical decision point: "We either needed to add staff or find an alternative way to bolster our back-office support."

The challenge was finding a partner who truly understood the PEO industry. PEOMG had considered working with another firm in the past, but most of their experience was primarily in insurance sales, not PEOs. They needed a partner who spoke their language and understood the nuances of the rapidly expanding PEO brokerage world.  

The Solution:      

PEOMG connected with BestFit PEO Solutions through an existing relationship. McDougall explained, "We had worked with BestFit President Nate Olsen in the past and had interacted with other staff regularly, so there was a longtime relationship." 

What set BestFit apart was their deep PEO expertise. Unlike other potential general agency partners, BestFit's team understood the industry in the “common language” of PEO brokers.

The partnership structure also aligned with PEOMG's values around transparency. McDougall noted that working with Olsen on compensation structures revealed his commitment to "elevating the industry at large" and providing "a good service to brokers that is affordable, in a model that works for all and benefits all parties."

The Result

Approximately one month into the partnership, BestFit had already supported PEOMG with 17 client engagements, providing critical back-office research and analysis support. The quality and efficiency of the work exceeded expectations. BestFit's responsiveness proved particularly valuable. 

"Their turnaround has been very good. They are not only responsive, they also put together good systems to provide the speed that we require," Shapiro noted. "The insights and data they have provided have been impactful."

For McDougall, the transparency throughout the process reinforced confidence in the partnership. Working with Olsen, she found him "surprisingly transparent" about compensation structures and processes. Most importantly, the partnership enabled PEOMG to continue their rapid growth trajectory. "Having BestFit as a partner has been an addition to our growth strategy and we are really excited about that," Shapiro added.

PEOMG's founders expect significant industry changes on the horizon. "We see more and more brokers popping up every day and we expect to see more of them coming in 2026," McDougall observed. "Collectively, we believe the PEO brokerage model will be the leading system for buying PEO services in the future.”

Shapiro echoed this vision: "Our tagline is 'a better way to PEO.' Brokers are simply a better way to select and purchase PEO and HR services. We see a huge shift that is coming."

"We wanted to provide consultative services to small businesses that make it less painful to select the right PEO. Our goal is to align each company's HR needs with the best PEO for them to support continued company growth and success."

Ryan Shapiro, President and Co-Founder, PEOMG