Description:
The Company is a healthcare consulting firm specializing in operational and compliance support for providers in the post-acute sector. With an emphasis on operational effectiveness and regulatory guidance, the Company works with care teams to advance clinical performance and support revenue optimization.

Key Aspects:
• The Company maintained a strong adjusted EBITDA margin averaging 40.1% from 2022 to 2024.
• All client contracts are structured as evergreen agreements with monthly billings, resulting in more than 95% of the Company’s annual revenue, on average, being recurring.
• The Company has built a strong reputation in the industry through its 20+ year operating history.
• The Company’s affiliations with its clients are often long-term and deeply embedded, driven by recurring advisory engagements, regulatory support, and ongoing revenue cycle services.

Opportunities:
• Further explore affiliations with legal practices handling post-acute care disputes, compliance issues, and reimbursement litigation, to diversify the client base and generate higher-rate, project-based work.
• Establish a stronger presence in the Southeast US by targeting new clients and leveraging affiliations with leading regional associations such as the Florida Health Care Association (FHCA), Florida Agency for Health Care Administration (AHCA), and LeadingAge Southeast.
• Expand services offered to capture increasing client demand, driving revenue growth, and strengthening the Company’s position as a comprehensive post-acute consulting firm.

Current Markets:
• The Company specializes in serving post-acute care providers, including skilled nursing facilities (SNFs), assisted living facilities, home health agencies, hospice service providers, rehabilitation centers, and continuing care retirement communities throughout the US.

Headquartered:
• Northeast, US

Real Estate:
• The Company operates from two facilities totaling 4,100 sq. ft., with one located in the Northeast US and the other in the Southeast US. The Northeast facility is leased to the Company by an affiliated entity, while the Southeast facility is leased to the Company by current ownership. Neither facility is is expected to be included in the sale of the Company, though ownership is open to establishing long-term leases.

Shareholder Objectives:
• The Company is owned by two partners with a 99/1% split who are seeking a full exit post-sale. The minority owner is not involved in the Company, and the majority owner is open to remaining with the Company for a period of time to facilitate a smooth transition to new ownership.