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Exit Planning and Home Care Insider Transfers

Exit Planning and Home Care Insider Transfers

In the complex world of home care mergers and acquisitions, our advisors at Partners31 have found that many owners overlook the risks of third-party sales and the benefits of insider transfers.  Of course, all sales and transfers are risky, especially without the benefit of brokers or advisors.  Business owners reduce their risk with careful exit […]

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How Much is All This Exit Planning Going to Cost?

How Much is All This Exit Planning Going to Cost?

In a previous blog, fictional owner, Dennis Bradenton, had called his accountant to ask her to help him transfer his company to his management team. No stranger to Exit Planning, his accountant assembled all of Dennis’s advisors and launched a complete Exit Planning process. She began, not with an examination of how a transfer to […]

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Can You Sell Your Home Care Company to an Outside Third Party?

Can You Sell Your Home Care Company to an Outside Third Party?

Making the Case for Transfer to Insiders Here at Partners31 we talk to business owners every day who are convinced third party sales are safer and more profitable than insider transfers (to family members or employees).  Are they correct? As diplomatically as possible, we suggest that they just might be dead wrong. Third party sales […]

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Financial Needs Analysis for Home Health Care Companies – Is It Important to You?

Financial Needs Analysis for Home Health Care Companies – Is It Important to You?

Financial needs analysis is an important part of exit planning for business owners.  For owners who don’t have many assets outside your businesses, this analysis reveals precisely how much you need to make from the sale or transfer of your company to meet all your exit planning goals, including your lifestyle needs once you are […]

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