In episode 7 of the M&A Healthcare Insights Podcast, Andre Ulloa and Doug Walters conclude their three-part discussion around partnering with the right team to maximize the chances of a successful outcome when selling or recapitalizing your healthcare business.
The first part of Andre Ulloa’s conversation with CPA Doug Walters included a discussion on the complex regulations and compliance requirements in the healthcare industry, and the benefits of having a CPA who specializes in healthcare. Part two included in-depth conversation about the need for accurate reporting and data during the due diligence period. In part three, they discuss the importance of assembling the right partners in preparation for sale.
This final installment of Andre’s interview with Doug includes discussion on the concept of assembling the right transaction team around the seller, including an M&A Advisor, attorneys with transactional experience, clinical consultants, and a skilled CPA who can handle segment specific reports and understand financial compliance in all healthcare segments.
A recent report by Axial revealed that the main reason deals fail in the lower middle market is due to a seller’s indecisiveness or lack of preparation for a sale. To address this, as M&A Advisors we set clear expectations, support them throughout the entire process, and seek to adequately prepare our clients for potential challenges ahead. The deal journey can be stressful, and second-guessing is common, but with a well-defined path, we can successfully guide sellers through and mitigate uncertainties.
Ultimately, financials are the foundation of a transaction. When sellers work with skilled professionals who specialize in transactions and the healthcare industry, they can maximize their chances of a successful outcome when pursuing a sale.
If you missed it, be sure to catch up with Part 1 here
and Part 2, here.
