Category Archives: Blog

  1. 2015 M&A Review and 2016 Outlook

    By Duane Donner In 2015, oil prices were projected to rebound from the over 50% decline in 2014, but crude oil prices declined further to a 10-year low of $37 per barrel in December 2015. Then they dropped even lower in Q1 2016. The sustained low price environment is obviously creating distinct industry change as…

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  2. How Middle Market Companies are Valued and Sold

    By: Zane P. Tarence For most people the steps to selling a middle market company are generally not that well known. Yet there is proven methodology that, when followed, increases the likelihood of a company obtaining a premium value and getting a deal done. The challenge usually isn’t finding potential buyers, it’s finding the right…

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  3. Specialty Pharmacy Legal and Compliance Pitfalls

    By Chris Weingartner It is a challenge to think of an industry more regulated than healthcare, and by extension the specialty pharmacy industry. From accreditation to audits, the I’s to be dotted and T’s to be crossed may seem endless.  However, adherence to legal and compliance issues is of key importance to specialty pharmacy owners…

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  4. 3 Types of Revenue Concentration for Specialty Pharmacies

    By Madison Davis In a previous post, Customer Concentration Can Be a Deal Breaker, we discuss the reasons why customer concentration is one of the top issues that can derail the potential sale of a company. While customer (patient) concentration is not necessarily applicable, there are several types of revenue concentration that specifically impact a…

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  5. Case Study: GradesFirst Strategic Sale

    GradesFirst delivers a software-as-a-service (SaaS) solution to higher education institutions. The company’s comprehensive student support system empowers staff to identify and engage at-risk students while also measuring the effectiveness of retention efforts. Founded in 2006 by Mario Moore, GradesFirst grew up in the college athletics space and applied their expertise to successfully transition to serve…

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  6. Founders Service Day at Cornerstone School

    The Founders team recently worked alongside their family, friends, and some students from Cornerstone to prepare the Cornerstone garden. Service is one of our company values; we strive to go the extra mile for our clients, co-workers, and community.  It is more than ink on the wall or page in our handbook, it’s an esteemed…

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