Selling & Transactions
10 resources
Selling Your Medicare Company: What is a Stock Sale?
Understand how stock sales work in Medicare business acquisitions — key characteristics, buyer vs. seller dynamics, tax implications, and the Stock Purchase Agreement.
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Selling Your Medicare Company: What is an Asset Sale?
Understand how asset sales work in Medicare business acquisitions — liability shielding, step-up basis tax advantages, and comparison to stock sales.
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Valuation: How to Determine the Value of a Medicare Company
Learn how to value a Medicare company — from normalizing financials and key buyer metrics to revenue multiples, EBITDA formulas, and strategies for maximizing value.
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Documents You Need When Selling a Medicare Company
A complete checklist of documents needed to sell a Medicare company — from NDAs and LOIs to due diligence records and closing documents.
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Documents You Need When Buying a Medicare Company
A complete checklist of documents needed to buy a Medicare company — from NDAs and LOIs through due diligence, closing, and post-closing transition.
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Exit Strategy: Maximizing Your Book's Valuation
Your book of business is your greatest asset. Learn the four pillars that drive valuation multiples and common exit routes for Medicare brokers.
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The Process of Selling a Medicare Company
A six-phase guide to selling a Medicare business — from valuation and verifying vesting to due diligence, finding buyers, structuring the deal, and CMS compliance.
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The Process of Buying a Medicare Book of Business
A comprehensive guide to buying a Medicare book of business — from defining the asset type and valuation to due diligence, legal requirements, and closing.
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Preparing to Buy a Medicare Book of Business
Five essential tips for prospective Medicare book buyers — from multi-layered due diligence and independent valuation to concentration risk and seller financing.
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Tips for Selling Your Medicare Book of Business
Five essential tips to maximize the value of your Medicare book — from clean financials and SOPs to customer diversification and pre-due diligence audits.
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