The Seller Series

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Determining the value of a healthcare company involves a comprehensive valuation process that takes into account various factors specific to the business. While I cannot provide an exact valuation for your healthcare company as an AI, I can guide you on some key factors that influence its worth. Here are some considerations: Financial Performance: Prospective […]

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Andre Ulloa, partner and executive advisor at M&A Healthcare Advisors, introduces the “Big M&A Questions” video series – an online video library addressing the most common questions related to selling a healthcare business.

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Andre Ulloa, Partner and Executive Advisor at M&A Healthcare Advisors, answers one of the common questions that we hear, “Who is likely to acquire my business?” Sellers often want to know who is going to acquire their business. With the unprecedented demand for healthcare acquisitions, we’re in a strong market for sellers. With that in […]

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M&A Healthcare Advisors has released the second video in its Transactional Outlook series. In the most recent video, company Partner & Executive Advisor Andre Ulloa focuses on four types of pharmacy. Ulloa provided the firm’s 2022 outlook for specialty, community retail, long-term care and infusion pharmacy. “Specialty pharmacy valuations have remained stable in recent years […]

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Deals can fall apart during the sale process for various reasons, and some of them are quantitative in nature. Here are four quantitative reasons deals may fail to materialize: Financial Discrepancies: During the due diligence process, potential buyers thoroughly examine the financial records of the target company. If they uncover significant discrepancies, such as inaccuracies […]

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Mike Moran, Co-Founder and Executive Advisor at M&A Healthcare Advisors, provides five steps to qualify your M&A advisor.

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Expectations can shape the healthcare industry. Pandemic Impact and Recovery: In 2022, the healthcare industry continued to navigate the effects of the COVID-19 pandemic. Lessons learned from managing the crisis, such as the importance of telehealth and digital health solutions, accelerated the adoption of technology in healthcare delivery. As we move into 2023, the focus […]

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While quantitative factors play a significant role in deal failures, qualitative reasons can also contribute to the breakdown of a sale process. Here are four qualitative reasons deals may fall apart: Cultural and Strategic Misalignment: Mergers and acquisitions involve bringing together two organizations with their own unique cultures, values, and strategic objectives. If there is […]

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Why Do I Need An Advisor? The bottom line is that selling a company is very challenging. If you haven’t been through an M&A process there tends to be this misconception that it is like selling real estate. There is so much to it, on top of the fact that you have to continue to […]

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Preparing a healthcare company for sale requires careful planning and execution to maximize its value and attract potential buyers. Here are three essential ways to prepare your healthcare company for sale: Financial and Operational Due Diligence: Thoroughly review and analyze your financial records, operational processes, and contracts to ensure they are accurate, up-to-date, and in […]

Office Hours with our Founders

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Office hours are designated time slots or sessions where an advisor or expert makes themselves available to provide guidance, answer questions, and offer support to individuals or businesses seeking their expertise. In the context of M&A transactions, office hours can be a valuable opportunity for sellers and buyers to consult with their advisor during the […]

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In the context of selling a healthcare company, there are typically two main types of buyers: strategic buyers and financial buyers. Understanding the differences between these buyer types can help you assess their motivations, preferences, and potential impact on the sale process. Here’s a breakdown of each buyer type: Strategic Buyers: Strategic buyers are typically […]

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Maintaining focus on business operations during the sale process is crucial to ensure the ongoing success of your healthcare company. It can be challenging to balance the demands of the sale process with the day-to-day operations, but it’s essential to avoid disruptions and preserve the value of your business. Here are some tips to help […]

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Trust plays a vital role in any transaction, including the sale of a healthcare company. Building and maintaining trust between the buyer and seller is crucial for a successful and smooth transaction. Here are some key aspects highlighting the importance of trust: Confidentiality: Trust is essential in maintaining confidentiality throughout the sale process. Both parties […]

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During a sale process, it’s not uncommon for there to be a change in buyer approach or unexpected delays. These situations can be challenging, but there are steps you can take to manage them effectively: Clear Communication: Maintain open and transparent communication with the buyer throughout the process. If there is a change in their […]

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Buyer scrutiny during the due diligence process, particularly in the areas of financials and the quality of earnings, is a critical aspect of any business sale. Buyers conduct a thorough examination of the target company’s financial records, operations, and potential risks to gain a comprehensive understanding of the business’s financial health. Here are some key […]

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During a sale process, there can be concerns and challenges related to losing control of your business. It’s important to be aware of these issues and proactively address them to protect your interests. Here are some common issues that may arise and potential strategies to mitigate them: Loss of Decision-Making Authority: As you move towards […]

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Having an experienced advisor during the sale process of a healthcare company is crucial for several reasons. Here’s why it is important to have an experienced advisor by your side: Expertise and Industry Knowledge: Experienced advisors bring in-depth knowledge of the healthcare industry and the complexities of mergers and acquisitions (M&A). They understand the unique […]

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Under-preparation in the context of a business sale can indeed be a deal killer. Insufficient preparation can lead to various issues that may undermine the sale process and deter potential buyers. Here’s why under-preparation is a significant concern: Inaccurate or Incomplete Financial Information: Buyers heavily scrutinize a company’s financials during the due diligence process. If […]

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Buyer negotiations and vetting offers are critical steps in the sale process of a healthcare company. These steps help ensure that you secure the best possible deal and find a buyer who aligns with your goals and values. Here are some key considerations for buyer negotiations and vetting offers: Understand Your Priorities: Before entering into […]

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The process of going to market, also known as the marketing or sale process, involves actively seeking potential buyers for your healthcare company. This process typically follows the preparation phase and involves several key steps: Engage an Advisor: To maximize the chances of a successful sale, it is advisable to engage an experienced M&A advisor […]

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Letting the market dictate the price and engaging in preliminary conversations with potential buyers are important steps in the sale process of a healthcare company. Here are some considerations for these stages: Letting the Market Dictate Price: Market Research: Conduct thorough market research to understand the valuation trends and recent transactions in the healthcare industry. […]

M&A Healthcare Insights Podcast

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The lower middle market has been a vibrant and active segment of the business landscape. The lower middle market typically refers to small and medium-sized enterprises (SMEs) with annual revenues ranging from around $5 million to $100 million. Here are some key characteristics and trends that have been observed in the lower middle market: Resilience […]

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Having a trusted advisor is crucial in various aspects of business, including mergers and acquisitions (M&A). Here are some key reasons why having a trusted advisor is important: Experience and Expertise: A trusted advisor brings valuable experience and expertise to the table. They have in-depth knowledge of the M&A process, market dynamics, industry trends, and […]

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In the context of a healthcare company, such as a hospital, clinic, or healthcare facility, the three key stakeholders are the operators/administrators, patients, and staff. Each group plays a vital role in the functioning and success of the healthcare organization. Let’s explore the roles and considerations for each stakeholder: Operators/Administrators: Operators or administrators are responsible […]

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Uncertainty can have significant effects on the healthcare M&A (mergers and acquisitions) market. Healthcare is a complex and highly regulated industry, and various sources of uncertainty can impact M&A activity in this sector. Here are some of the effects that uncertainty can have on the healthcare M&A market: Deal Volume and Activity: Uncertainty can lead […]

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Quality staff are an essential component of a successful healthcare organization. Hiring and retaining skilled and dedicated employees contribute to the delivery of high-quality care, positive patient experiences, and overall operational excellence. Here are some key considerations for attracting and maintaining a quality staff in a healthcare setting: Recruitment and Selection: Develop a comprehensive recruitment […]

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In this episode we delve into the transformative journey of Apex Pharmacy, an independent player in the specialty drug market. Faced with the challenges of competing against vertically integrated giants, Apex Pharmacy embarked on a strategic sale process to secure the necessary resources for growth. Apex Pharmacy’s strategic sale represented a pivotal moment in the […]

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In this video we explore the evolving dynamics of patient care and the impact of fragmentation within the healthcare industry. Drawing insights from a thought-provoking conversation, we discuss the importance of a value-based model and examine the services provided in fragmented markets. Additionally, we shed light on the changing landscape of physician groups and the […]

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Deciding the best time to sell a business is a strategic decision that depends on various factors. Here are some key considerations for sellers when determining the optimal timing for selling their business: Financial Performance: Assess the financial health and performance of the business. Generally, a business with a strong track record of revenue growth, […]

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Trust, transparency, and effective troubleshooting are crucial elements during a sale process. Let’s explore each of these aspects in the context of a business sale: Trust: Trust is the foundation of any successful business transaction. It is essential for building and maintaining strong relationships between buyers and sellers. Establish trust by being open, honest, and […]

MAHA Intro and Sale Process Overview

M&A Healthcare Advisors Webinars and Conferences

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  Mark Thomas, Co-founder and Director of Operations at M&A Healthcare Advisors, shares his experience attending the Health Care Transactions Conference organized by the American Health Law Association (AHLA) in Nashville, Tennessee. Although the conference primarily focused on legal aspects, Mark highlighted three key takeaways that he believed would be valuable to share with their […]

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  In this speech, Andre Ulloa discusses the topic of business valuation, specifically focusing on home health businesses. He explains the key financial terms and methodologies used to determine the value of a company. Additionally, he highlights the evolving trends in the industry that have impacted valuations over time. Valuation Methodology and Terminology: Andre begins […]

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The M&A Healthcare Advisors’ Fall Webinar commenced with a warm welcome extended to all attendees. Hosted by Mark Thomas, co-founder of M&A Healthcare Advisors, the event promised an insightful discussion centered around transaction Port. Joining Mark as a co-host was Andre Ulloa, another esteemed co-founder of the advisory firm. Before delving into the main agenda, […]

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  The Axial members gathered for another virtual roundtable focused entirely on healthcare. The discussion was inspired by Axial’s annual top fifty report, which highlighted the most active investment bankers and investors in the lower middle market healthcare sector. With a panel of five experienced healthcare specialists, the roundtable aimed to explore key healthcare topics […]

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Determining the potential acquirers for your home health business requires an understanding of the current market landscape and the specific factors that make your company attractive to certain types of buyers. While I cannot provide a definitive answer as to who would acquire your business, I can outline some potential acquirers in the home health […]

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The sale process for a home health business can vary depending on several factors, including the size of the company, the complexity of its operations, and the preferences of the buyer and seller. While I cannot provide a comprehensive overview of the sale process, I can outline some general steps that are typically involved. Here’s […]

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When discussing market comparatives in the context of a home health administrator’s conference, it generally refers to comparing your home health agency’s performance, financials, and other key metrics against industry benchmarks or similar companies in the market. Market comparatives help you assess how your agency stacks up against others in terms of operational efficiency, financial […]