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Next Stage Solutions for Small Benefits Brokers


Does this sound like you?


Want to offload your administrative tasks?

Want to establish growth strategies for your business?

Want to realize the full tax-efficient value of your firm?

Ready to crystallize value without giving up your autonomy?

Want a partner who genuinely cares about the business you've built and your customers?

The Rally Solution

You’ve invested so much of your career in cultivating your clients and building a book of business in the $250K-$1.5M range. Now, you’re stymied by the lack of opportunities to move to the next stage in your business or career.

You need a partner. But you need the right partner. Your right partner has:

• 30+ years of industry experience in benefits, technology, and HR
• a record of delivering reliable, best-in-class, integrated HR support
• a personal approach to every client relationship

Your right partner always puts your interests and your clients first. 

Rally Partner is the right partner for successful, smaller brokers like you. That’s because we can deliver all that, and more.

Our Next Stage Solutions is an innovative approach to managing and expanding small and midsized brokers’ businesses.

We believe all benefits brokers deserve a quality set of choices for transitioning  day-to-day administrative oversight, establishing new business growth strategies, and monetizing what they’ve built.


Rally Partners Success Stories: Saw Mill Club

How Rally Partners Elevated Saw Mill Club’s HR Function to a True Business Partnership Role


A Winning Partnership

Rally Partners was founded on the commitment to solve a wide range of problems for SMBs by curating and delivering best-in-class solutions including Human Capital Management (HCM) technology consulting, outsourced human resources support, and payroll services, all in addition to full benefits and insurance guidance. By starting our client conversations with “What are your biggest people-related challenges?”, we add value right off the bat and develop a strong relationship of trust and service.

For successful, smaller brokers like you who want to move on from your current business or reduce your day-to-day involvement, Rally is a great next stage solutions partner. The range of our offerings will make us great stewards of the clients whose trust you have earned. We can provide compelling value realization for your business with flexibility in structuring and tax-aware payments. we can work to adapt to the role you would prefer, from a full-rapid exit to an ongoing ambassador role to an engaged new business role.

Rally Partners believes in working together to develop customized next stage solutions planning solutions that benefit you, your clients, and us.


You Win

We know that different business owners have different goals—financially and personally. Rally Partners is nimble enough to work with you to come up with strategic exit options that might work for you as you plan for the next phase of your life and career.


Your Clients Win

Not only does Rally Partners fulfill your clients’ existing benefits needs, but we also offer value-added services including HCM technology support and outsourced HR solutions. We can protect the relationships you have built and offer seamless account transition.


Rally Wins

As a growing firm, we are always looking for ways to expand our team, our client base, and our services. By partnering with small brokers in transition, we can scale even more quickly, while continuing to provide the high level of service that our clients—and yours—have come to expect.

Meet the Team

  • Mark-Leeds---Retouched


    Co-Founder & CEO
  • Mino_Edit


    Co-Founder & Chairman
  • Jenn-Shore---Retouched


    Vice President, Client Success

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