Mergers & Acquisitions
OneDigital Acquires Service Planning Corporation
OneDigital Acquires Service Planning Corporation
Acquisition Enhances OneDigital’s Employee Benefits and Retirement Presence Within Southeast Florida
ATLANTA, GA – July 14 , 2020 – OneDigital, the nation’s leading strategic advisory firm focused on driving business growth for employers of all sizes, has acquired the employee benefits and retirement practice of Service Planning Corporation (SPC), located in Ft. Lauderdale, FL. This acquisition enhances the OneDigital footprint within southeast Florida and adds to the overall company growth throughout the Southeastern United States.
We are really excited to have Rick and his team join our expanding operations in southern Florida. Rick’s commitment to partnering with his customers and developing creative, economical solutions allows him to deliver value through collaborative work, aligning perfectly with our vision and culture. We look forward to our future as a team supporting our continued growth and success.
— Matt Moraski, Managing Principal, OneDigital Southwest Florida
Led by Rick Magill, SPC has been servicing customers for over 25 years across Florida with a focus on employee benefits, investments and other financial services. Rick and his team pride themselves on providing customized solutions and unparalleled service aimed at helping customers make better-informed decisions. Upon joining OneDigital, SPC customers will have access to expert teams from across a deeper bench to bring the best possible benefits, HR, retirement planning and technology solutions to employers.
“Aligning with OneDigital allows us to continue offering the best in class service to customers that they have grown to expect over the last 30 years,” said Service Planning Corporation Founder and President Rick Magill. “After meeting the OneDigital leadership teams, it was clear we had found a partner that aligns with our culture and the growth direction our agency was planning with added solutions and services that positively impact our clients.”
Earlier this year, OneDigital brought in its largest acquisition to date, and as a result, the firm’s comprehensive advisory services and market-leading solutions are offered in over 90 offices throughout the country, serving close to 50,000 clients. The firm has a well-established track record of doubling and tripling the size of operations in new markets and is seeking additional firms to join this team over the next 12-24 months.
About OneDigital Health and Benefits
OneDigital is the nation’s leading strategic advisory firm focused on driving business growth for employers of all sizes. Combining people and technology, OneDigital offers employers a sophisticated combination of strategic benefit advisory services, analytics, compliance support, human resources management tools and comprehensive insurance offerings. Headquartered in Atlanta, OneDigital’s more than 2,000 employee benefits and human resource strategists serve the needs of over 50,000 employers across the nation. OneDigital has been named to the Inc. 5000 List of America’s fastest-growing companies every year since 2007, one of only 12 companies to do so. Currently listed as 18th on Business Insurance’s 2019 list of 100 Largest U.S. Brokers, OneDigital’s experience offers a fresh thinking and strategic perspective that will improve all aspects of plan design and performance.
About Service Planning Corporation
Service Planning Corporation (SPC) has been in business since 1990 and has become known as one of the most trusted health insurance and financial services consulting firms serving employers and individuals throughout Florida and other areas. The company was founded by Rick Magill, on his belief that insurance and investments do not need to be complicated. They can be both simple and economical if approached and handled in the right way, and by the right insurance professional.