Toolkit
PEO Exit Playbook & Checklist
The exit sequence, as a checklist you can hand to your team.
What’s inside
What you’re getting.
- The 60–90 day window, mapped backward from your deadline
- Notice-period and plan-year traps that reset the clock
- Payroll cutover on a period boundary, step by step
- Benefits, workers’ comp and state registrations, in order
- What to have in hand before you give notice
- The exit budget worksheet, as cells you type into
Start here
20 minutes. No deck. No pitch.
You talk. We map what you’re running and where to start. The fixed quote follows the call, in writing.