5 Reasons 2021 Will Be a Very Big Year for Healthcare Transactions

by Alan Hymowitz, CM&AA Each year typically brings at least some unforeseen developments that influence healthcare transactions. Oftentimes, these occurrences affect a single sector or just a few sectors. Rarely, if ever, is there an unexpected event that touches numerous marketplaces, let alone all of them, and does so in a dramatic way. Well, 2020 […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

Difficult Conversations: Explaining the Sale of Your Human Services Company

I was recently speaking with one of the sellers I represented about the sale of his provider agency. I asked him what he thought was my most significant value during his long selling process. Without skipping a beat, he said, “‘The emotional support you provided to me.” He explained that it was helpful to talk […]

Rachel BoyntonManaging Director, Vertess

What’s the Value of Your Home Healthcare Agency?

The only constant for home healthcare agencies is change. For many owners of agencies, change is both demanding and fatiguing. At some point, owners start thinking about exiting their company. Some owners elect to pass ownership down to their adult children. Some stop taking on new clients/patients and simply close their doors. Others seek to […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

Human Services Operators: Don’t Apologize for Making a Profit

Human services providers are the unsung heroes of our communities. Most didn’t seek out this career; we somehow fell into it. And yet we then became directors, CEOs, and owners of companies. This was often because of a personal experience, sometimes concerning a friend or family member. For this reason, most people who run human […]

Rachel BoyntonManaging Director, Vertess

Our Updated Dealbook: Current, Pipeline, Recent Sales

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 […]

Jim Afinowich, M&AMI, CBIPrincipal, IBG/Fox & Fin

Don’t Go It Alone: One Map That Shows Why IDD Owners Need M&A Advisors

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 […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

Selling Your Human Services Company: 8 FAQs and Their Answers

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 […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

Risk and Uncertainty for Durable Medical Equipment: 3 Issues to Watch

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 […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

The Value of an M&A Advisor From Those Who Used One

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 […]

Bradley Smith ATP, CMAAManaging Director/ Partner, Vertess

Pre-Launch Legal Steps for Startups

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 […]

Matthew HarrisonPartner, Harrison Law, PLLC

Don’t Wait Until Legal Problems Strike — Get to Know an Attorney Now

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. […]

Matthew HarrisonPartner, Harrison Law, PLLC