Your Primer to Healthcare Mergers and Acquisitions

Latest Articles

Healthcare Sectors, Market Trends
Human Services Operators: Don't Apologize for Making a Profit

As human services business owners and operators, we should not apologize when our businesses earn a profit. Rather, it's time to stop shielding our staff from the important discussion of budgets and bottom lines. They should have some exposure to the budgeting process and understand the need for a healthy bottom line.

Read More
Healthcare Sectors, Market Trends
The Good, The Bad, and 2020

As 2020 races to a close (or grinds slowly to the bitter end, depending on your viewpoint), the world is ready to turn the calendar page to new a year and, hopefully, a brighter season for all of us. Radical and sudden change is rarely greeted with open arms, and this has been a year of struggle and "new normals" for everyone. The VERTESS team would like to share some closing thoughts on the indelible mark 2020 has left on the healthcare market and what we might look toward in 2021.

Read More
Exit Planning, Healthcare Sectors
Don't Go It Alone: One Map That Shows Why IDD Owners Need M&A Advisors

The above is a map put together by our team at VERTESS. This map identifies some of the larger intellectual and developmental disability (IDD) competitors in the country, the states in which they do business, and their owner or ownership structure. Every healthcare industry uses this tool. These maps provide valuable insight into the competitive landscape of the respective industries. They are also a way of demonstrating why a healthcare business owner would be wise to partner with a merger and acquisition (M&A) advisor when the owner decides it is time to begin pursuing a sale of the company. Along with business size and service lines, buyers are often categorized by the geographic markets in which they're seeking acquisitions. Advisors should be aware of who is looking for acquisitions where.

Read More
Exit Planning, Healthcare Sectors
Selling Your Human Services Company: 8 FAQs and Their Answers

I often receive calls from owners of human services companies who say something along the lines of, "I don't know what I don't know" concerning selling their company. What's important to understand is that it's okay not to know everything about selling a company. It's a complex process, which is why most successful sales involve a team working together toward a common goal.

Read More
Healthcare Sectors, Market Trends
8 Pharmacy Trends From 2020 That Are Here To Stay

As we approach the end of year, it's a good time to look back and identify some of the more significant pharmaceutical developments from 2020 that are playing a role in influencing or reshaping the industry. Here are eight noteworthy trends that emerged or gained steam this year that are likely to follow us into 2021 and beyond.

Read More
Exit Planning, Market Trends
'Fundless Sponsors': Separating the Good From the Very, Very Bad

The concept of a "fundless sponsor" started in the 80's. Recognizing that this name might carry a negative connotation, it was changed to "independent sponsor" — a more palatable moniker. In a similar vein to independent sponsors is a "search fund," but for the purposes of this article, we will lump them together.

Read More
Exit Planning
Audit Liability Following the Sale of Your Healthcare Business

Volume 7 Issue 20, October 13, 2020 by Jeffrey S. Baird, Esq., Brown & Fortunato, P.C. Two common questions I am often asked by owners of healthcare businesses considering whether to sell their companies are: 1) If I sell my business, can I still get audited? 2) If I do get audited after selling my […]

Read More
Exit Planning, Healthcare Sectors, Market Trends
Risk and Uncertainty for Durable Medical Equipment: 3 Issues to Watch

While I would never claim to have a crystal ball, I can tell you that there are a few issues that will likely have significant effects on respiratory-focused durable medical equipment (DME) companies going into and during 2021. Here are three that stand out.

Read More
Exit Planning
The Value of an M&A Advisor From Those Who Used One

At VERTESS, we are often asked what value we can bring to sellers as they decide to sell their business. We often talk about our large contact list of buyers and our experience as a business operator/owner and seller or as a merger and acquisition (M&A) advisor.

Read More
Exit Planning, Market Trends
Completing an M&A Deal in the COVID-19 Era: What You Need to Know

Pre-COVID-19, a merger and acquisition (M&A) deal that followed an 80/10/10 structure was fairly common. In such in a transaction, up to 80% of a company's purchase price would be afforded to the seller as an upfront, cash proceed, at least 10% of the company's purchase price would be in the form of rollover equity, and at least 10% of the company's purchase price would be in the form of deferred proceeds (e.g., an earn-out or seller note).

Read More
Exit Planning
Planning The Exit From Your Business

For anyone running a business, it is always important to develop a succession plan. Who will take over leadership if someone moves on? How will you keep the cogs turning when you have a change in control? Yet many small- to mid-sized business owners are so mired in the details of the day-to-day operations that they don't consider such changes since they take on staff responsibilities until someone else rises to the occasion. But if you run an organization, you need to be asking yourself: Who will step in when you're ready to step away?

Read More
Healthcare Sectors, Market Trends
Healthcare Business Leaders on the Short- and Long-Term Effects of COVID-19

How is the COVID-19 pandemic going to affect healthcare businesses in the short and long term? We asked leaders from several companies to share their responses to this question, which are below. Following these responses, David Coit of VERTESS shares his thoughts about how the health crisis is affecting healthcare business valuation.

Read More

Committed to Constant Improvement?

Subscribe to our bi-weekly newsletter – SalientValue

No Spam Ever. We Promise.
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram