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Take Command HRAs for private equity: a value creation plan that nails your exit strategy

The private equity industry has never been more competitive. Macroeconomic conditions and investor expectations can feel like a pressure cooker. Every line item counts, and it’s hard to find fat to trim. 

A Take Command HRA is your competitive advantage. It’s a tax-friendly way to cut costs, predict your budget, and manage risk. Improved margins are virtually guaranteed, giving you a strong exit strategy steeped in strategic value creation. Your bottom line never had it so good.

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Take Command HRAs for private equity

The private equity industry has never been more competitive. It can feel like a pressure cooker, but a Take Command HRA is a value creation play that nails your exit strategy.

A Take Command HRA is your competitive advantage. It’s a tax-friendly way to cut costs, predict your budget, and manage risk. Improved margins are virtually guaranteed, giving you a strong exit strategy steeped in strategic value creation. Your bottom line never had it so good.

As Seen In

Health benefits that drive operational efficiency

Health benefits that drive operational efficiency

The undeniable value of a Take Command HRAs is a competitive advantage for private equity

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Value creation

In private equity, bottom line is king. But with a group insurance plan, rate hikes reign. When you switch to an HRA, you avoid hikes and control costs down to the penny, making benefits a value creation lever instead of a P&L drain. 

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Operational improvements

Efficient administration is an HRA hallmark that leads to streamlined management. What does that mean for PE? It lets you hire fewer people and focus on your actual job instead of managing health benefits.

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EBITDA protection

Budget predictability provides investor confidence and undeniable value for EBITDA. With a group health plan, there’s no chance of accurately forecasting, but a tax-advantaged HRA lets you model future scenarios with 100% accuracy. 

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Exit strategy readiness

Budget predictability provides investor confidence and undeniable value for EBITDA. With a group health plan, there’s no chance of accurately forecasting, but a tax-advantaged HRA lets you model future scenarios with 100% accuracy. 

What is an HRA?

HRA stands for health reimbursement arrangement. It’s an umbrella term and which HRA you use depends on the size of the company. ICHRA is for 50 or more employees, and QSHERA is for fewer than 50 employees.

FIND OUT WHY

Private equity broker Kerry McArthur recommends ICHRA to her clients

Key Challenges for Private Equity

Health benefits are bloating the P&L of private equity portfolio companies. With astronomical rate hikes becoming the norm, PE needs a solution now.

 

Here’s how Take Command HRAs can help.

Macroeconomic uncertainty 

Challenge: Inflation, interest rate volatility, and supply chain disruptions are part of modern private equity management. These macroeconomic influencers are outside of PE’s control but have to be addressed for successful portfolio management. 

HRA solution: Budget predictability that enables trustworthy forecasting

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Risk management

Challenge: Acquired companies can come to private equity with inefficient operations, cost-draining administration, or unpredictable cash flow. Cutting the fat is crucial for operational improvements but can be hard to identify.

HRA solution: Cost controls as a risk mitigation strategy 

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Operational improvements

Challenge: Each portfolio company has a different group health plan. All are expensive, and consolidating seems implausible. It’s crucial to keep multiple investments running smoothly with no time to manage individual health benefits.

HRA solution: Scalable, managed benefits that support streamlined management

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Investor expectations

Challenge: Private equity investors are demanding aggressive value creation strategies. They want new ideas for the exit strategy playbook, and they want proof of concept to maximize returns. 

HRA solution: Proven health benefits that protect EBITDA

Take the HRA quiz

private equity

Getting started with Take Command

If you’re a private equity manager who needs a proven value creation strategy, Take Command is your answer. We can help you implement health benefits at multiple companies and manage the entire process for you.  

Take Command HRAs for private equity

An HRA will work for every company in your portfolio because it’s a health benefits solution that is customizable and scalable. When you choose a Take Command HRA, you manage costs while maintaining operational excellence.

  • Supercharge your value creation by cutting costs.
  • Create operational value through efficient administration.
  • Protect EBITDA with budget predictability.
  • Build an exit strategy that can withstand economic uncertainty.

Easy HRA enrollment process

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Customize
your plan.

Design your plan for one or multiple portfolio companies, no matter how many employees or locations.

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Enjoy a smooth
onboarding.

Let Take Command manage the entire process and help employees easily transition to their new HRA.

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Make effortless reimbursements.

Use our platform to streamline monthly, tax-free reimbursements with clear reporting.

RESOURCES

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