Playbook for Creating a Sustainable M&A Operating Model to Deliver Results

Sunday, October 23, 2022: 2:50 PM - 3:50 PM

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Description

This interactive session unbundles and clarifies the M&A process in a way that is simple, efficient and scalable for transforming a growing home care provider into an optimized serial acquirer. A home care company pursuing an inorganic growth strategy must evolve from being only an agency providing home care services into an organization that acquires, integrates, and optimizes other agencies into its company’s operations. This session will give you the insights, framework, approach and tools to implement your optimized M&A Operating Model and realize greater value whether you are a founder with a one-time sell-side transaction or an acquirer completing a volume of add-ons.

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Topic(s)

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  Mergers & Acquisitions

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Methodology

Course Level: Intermediate; 1.2 Accounting CPEs (NASBA/BMO) 1 Nursing CNEs contact hours

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Learning Outcomes

1. Overview comparison of the legal components of an M&A process from
a seller’s and buyer’s unique perspectives.
2. Key characteristics of home care agencies that buyers favor in identifying optimal home care agency
acquisitions and tips for sellers on preparing your agency for sale.
3. Overview comparison of the legal components of an M&A process from a seller’s and buyer’s unique
perspectives.

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Handout(s)

• AM22-104