We are pleased to share our updated Dealbook with you. It includes our current engagements, pipeline opportunities, and a selection of recently closed deals. Each listing provides a brief description, an indication of the deal’s size and the team leader’s email. Our firm is a decades-old, middle market M&A advisory with national and international reach through […]
by Dave Turgeon, CM&AA The following 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 […]
by Rachel Boynton, CM&AA 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 […]
by Chris Nielsen 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. 1. The Presidential Election The differences in the […]
by Rachel Boynton, CM&AA 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. However, a study conducted […]
The launch of a new business can be an exhilarating period. Allowing that rush of enthusiasm to push you into a hasty, ill-organized launch, however, could all but ensure your new enterprise’s failure before it has even opened for business. I usually recommend that business owners begin discussions with our Arizona-based law firm from four to six […]
A sudden, unexpected legal crisis can afflict a business at any time. Theft by an employee, a sudden health-related event such as the world experienced this year, a discrimination or harassment claim, issues with contractors or landlords, intellectual property infringement, and other serious matters can place you in urgent need of skilled, experienced legal counsel. […]
As mentioned in previous articles, if you want to spare your loved ones the headaches of the probate court process after your death, you may wish to consider creating and funding an Arizona Living Trust. A Living Trust can spare key assets of an estate from inclusion in the probate process. However, a living trust […]
by Alan Hymowitz, CM&AA, and Jabali Wells, MD, MBA, MSc 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 […]
Kurt Zitzer, a partner with the Minneapolis-based law firm Meagher + Geer, has been elected as a Fellow of the American Bar Foundation (ABF). Kurt is Chair of the firm’s Commercial Litigation and Professional Liability practice groups and also serves on the firm’s Management Committee. Kurt is a litigation attorney who practices out of the […]
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. Note: Responses from […]
A useful tool even in normal times, the earnout concept is growing in popularity as a way to bridge the gap between the amount that a buyer is willing to pay and the seller is willing to accept. One of the roadblocks that commonly arise in structuring a business sale stems from differing viewpoints of […]