Linda Harlow

Director - M&A Advisory Practice, Employee Benefits Diligence

Role: Director - m & a Advisory Practice, Employee Benefits Diligence at Freestone Insurance Group
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

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About Linda Harlow

After 25 years of building a knowledge bank in employee benefits, I’ve found the role I…

Experience

Director - m & a Advisory Practice, Employee Benefits Diligence
Freestone Insurance Group
Sep 2025 — Present · Cincinnati, OH, US
Completing diligence on employee benefits programs, health and welfare and retirement, for all financial sponsors. Our work provides Buyers with insights to current benefits costs, liabilities, compliance and benchmarking.Founded by Ben Hayes, Jake Cramer, and Nick Baxter in 2016, Freestone has grown into a dynamic partnership of industry leaders who prioritize exceptional service.Freestone to outdoors people like Ben, Jake and Nick means a river or stream that allows water to flow freely over stone carved by water currents over time. This is a fitting metaphor for our work in mergers and acquisitions, where the discipline and experience of Freestone advisors forge a smooth course in corporate transactions.

Education

Finneytown High School
HSC, College Preparatory
1981 — 1985

Skills

Investments
Workshop Facilitation
Retirement Plan Consulting
Wealth Management
Finance
Financial Services
Mutual Funds
Retirement
Qualified Retirement Plans
Erisa
401(K) Retirement Savings Plans
Retirement Planning
Pension Funds
Financial Planning
Defined Contribution
Defined Benefit
Pensions
401k
Profit Sharing
Employee Benefits
Financial Planners
Series 6
Insurance
Pension Administration
Tax

Contact information

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Work email
•••••@freestoneig.com
Personal email
•••••@•••••.com
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Current company

Freestone Insurance Group

Insurance · 44 employees · Scottsdale, Arizona, United States

Freestone Insurance Group was founded to provide advisory services to clients managing their personal assets, corporate liability and employee workforce. Recognizing an opportunity to provide a higher level of service to enterprise management teams, Freestone Insurance Group was formed to raise the bar in corporate insurance advisory. Our competitive advantage lies in our deep understanding of the product market, and our ability to work closely with our clients to help them achieve their goals. When partnering with Freestone, our team of industry leading specialists becomes your best asset in navigating the insurance marketplace to find and retain top talent, mitigate risk, and perpetuate consistent success for your business and personal life. Freestone represents clients in a wide variety of industries, and our experience in understanding the dynamics of varying business environments is key to being knowledgeable when developing strategy. THE FREESTONE PROMISE. A reliable partnership with your Human Resources, Benefits and Risk Management teams, thus, allowing you to focus on running your business. We support you. A superior, and more sophisticated, approach to purchasing insurance products. We’ve built a strong foundation within the marketplace to quantify results. We develop solutions to the challenging decisions facing management teams regarding benefits and risk management. We have an opinion. We engage with our clients to plan for tomorrow. We invest in your future.

freestoneig.com

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About Linda Harlow

Experience

Director - m & a Advisory Practice, Employee Benefits Diligence

Education

Finneytown High School

Skills

Find verified contacts for anyone on LinkedIn