Healthcare M&A Advisors

Looking for a trusted advisor with the expertise to help you grow, diversify, or sell your healthcare business? Look to Stoneridge Partners.

The steps you take today will determine the future of your healthcare business. There’s no time like the present to start planning for tomorrow—but where do you start? You need advisors you can trust, who understand what you do and where you want to go.

You need Stoneridge Partners.

9 Steps Slider

9 SIMPLE STEPS

Effortless Process,
Your Best Outcome

1

Initial Consultation

We start with a detailed conversation to understand your goals, explain the process, and discuss your options.

2

Planning and Documentation

We collect data and produce comprehensive marketing materials, including a customized executive summary to attract qualified buyers. Valuation range, expected selling price, and other deal terms are discussed.

3

Targeted Marketing

We conduct targeted outreach to potential buyers through a robust network of industry contacts, utilizing a blind listing to maintain confidentiality during this stage.

4

Confidentiality Agreement / NDA

Potential buyers execute a confidentiality agreement prior to accessing documentation with confidential information.

5

Buyer Engagement

At this stage, information is shared with buyers to determine level of interest and negotiate price and other deal terms.

6

Letters of Intent (LOI)

Offers come in the form of a Letter of Intent outlining the basic terms of a deal. Once agreed, the LOI is executed and the Seller enters a period of exclusivity (typically 90–120 days) with the Buyer.

7

Due Diligence

The due diligence period is usually 90–120 days. The Buyer verifies all relevant financial, clinical, and legal information. Stoneridge can host the due diligence data room to ensure confidentiality is maintained throughout.

8

Legal Process

Once diligence is complete, attorneys negotiate the detailed terms set out in the Purchase Agreement. The Buyer typically provides the first draft, and attorneys also handle the regulatory process.

9

Closing

The day everyone has been working toward: the close of a successful transaction. Funds are wired and the Buyer takes over operations.

 

Connect with Advisors that Choose Quality

Contact Us

When you’re ready to talk about the future of your healthcare business, contact us at Stoneridge Partners. We’ve been building relationships in the home care, home health, hospice, and behavioral health industries for 25+ years. And because our advisors have high-level experience working in the healthcare field, they know what it takes to prepare for tomorrow.

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