The Opportunity consists of two companies that are both for sale and will collectively be referred to as "the Companies". Company A is a prescription advocacy firm that helps uninsured and underinsured people get financial assistance with high-cost specialty medications. Company A advocates on behalf of employers, advisors & producers, and third-party administrators for employees who are impacted by high-cost medication. Company B is a mail order aggregator that offers mail order pricing options on medication when Company A cannot gain approval for the medication. Company B sources medication from Tier 1 international pharmacies only and works closely with employers to deliver medication quickly and cost effectively.

Key Aspects
• The Companies maintain an impressive client retention rate of 80%.
• The Company A has been in operation for over a decade with a reputation for excellent service and an extremely professional and knowledgeable team.
• The Companies have built an extensive network of healthcare professionals and resources to help meet its client’s needs.
•The Companies have an extremely diverse client base with no single client accounting for more than 4% of total 2024 revenue.
• Financials as of 12/24
REF-BN000041299