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Selling Your Medical or Dental Practice
Selling Your Healthcare
Agency or ALF
LOANS AND CREDIT
GLOSSARY OF LOAN TERMS
THE FIVE CS OF CREDIT
What do bankers review when assessing a borrower's request for a business loan? Capital, collateral, capacity, conditions, and character.
UNDERSTANDING AND ENHANCING YOUR CREDIT SCORE
Getting a small business loan depends upon not only the business's financial health, but also the personal credit history of the primary owners. This articles explains what a credit score is and how to enhance it.
LOAN PREQUAL ASSESSMENT TOOL
This is a Microsoft Excel spreadsheet that attempts to give you a sense of the likelihood a banker would be interested in funding your business purchases. it is not a loan qualifier; it merely highlights possible strengths and weaknesses in a particular business loan request. Consult your Financial Advisor for guidance.
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SELLERS
SDE FOR SMALL HEALTHCARE OPERATIONS
Seller's Discretionary Earnings (SDE) is an important consideration when a buyer selects an acquisition. For small operations, it is the primary driver of selling price and terms.
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SDE verses EBITDA - Which is better?
Seller's Discretionary Earnings (SDE) or Earnings before Interest, Taxes, Depreciation, and Amortization (EBITDA)? Which cash flow method to use depends upon the type of healthcare operations getting valued.
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MOST PROBABLE SELLING PRICE -
(Medical & Dental)
Most Probable Selling Price is the standard method most business intermediaries use when determining the price range for small businesses.
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GOOD AND NOT-SO-GOOD REASONS TO SELL
MANAGING ADULT CARE FACILITY FINANCIAL AND OPERATIONAL RATIOS TO MAXIMIZE ENTERPRISE VALUE
Small operators can maximize enterprise value by managing key performance indicators on revenue, payor mix, patient population mix, key operating costs, liquidity, and debt service.
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SURVIVING TOUGH ECONOMIC TIMES
Learn about the Top 10 survival tactics for owners of adult care facilities during tough economic times.
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BUSINESS TRANSACTION DICTIONARY
SALE OF BUSINESS AND YOUR LEGACY
This document provides information on common legacy issues and how selling your business affects your legacy.
KPI for DENTAL PRACTICES
BUYERS
3 MUST HAVES FOR BUYERS
There are three things a buyer must have before she says "yes" and closes the transaction.
​For Senior Care Operations: Text Video
For Medical or Dental Practices Video
BUYER QUALIFICATIONS
Are you qualified to purchase the healthcare facility or practice you are interested in? Here are factors sellers and bankers consider when assessing the status of a prospective buyer.
​For Senior Care Operations: Text Video
For Medical or Dental Practices Video
BUYER'S PROFILE FORM
This Buyer's form includes information about (i) what industries interest you, (ii) salary requirements, (iii) personal credit history, and (iv) how soon you want to purchase an operation.
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BUYER'S MANAGEMENT PROFILE
This Management Profile form provides detailed information about your work experience, business affiliations, education, and other personal background information. Lenders and sellers providing transaction financing use this form.
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BUYER'S PERSONAL FINANCIAL STATEMENT
This Buyer's Personal Financial Statement mimics most of the information in SBA Form 413. It contains a personal balance sheet form with supporting schedules and a summary sources of income section.
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BUSINESS TRANSACTION DICTIONARY
CCHI RESEARCH
Analyses You Can Rely On
The study shows that the Triad region leads the state in HCA sales productivity while the RTP lags. Smaller firms tend to outperform larger firms statewide.
This study shows Florence and Rock Hill outperforming the major population centers in HCA sales per agent performance. Smaller firms tend to outperform larger firms.
Chronic shortage of NC beds may leave senior's personal care needs unfulfilled
Chronic Shortage of SC beds may leave rural seniors wanting
These are the graphic highlights of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the summaries of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the graphic highlights of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the summaries of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the graphic highlights of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the summaries of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the graphic highlights of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).
These are the summaries of the IBBA / M&A Source quarterly report on businesses sold on Main Street (values up to $2 million) and the Lower Middle Market (values between $2 and $50 million).