[3874] M&A | The 5 Essential Steps to Success
Ready for growth and expansion via M&A?
Presentation Info:
- TAHC&H Event | 55th Annual Conference | Rich-Media Presentation Capture | Online On-Demand Access
- Presentation Date | September 10, 2024
Program Description: Is your agency ready for growth and expansion? If so, hear from industry experts on how to
execute the essential steps to make the best decision for your organization’s future. In this program, you will learn:
- How to create a roadmap for consideration, evaluation, structuring, implementation, and integration
- Where to access the resources necessary to support and guide the decision-making process
- When to buy or build, how to set realistic expectations, how to build a financial plan, best practices for communication and execution
HCSSA Topic(s) Addressed:
- §558.260[a][3]basic principles of management in a licensed health-related setting
- §558.260[a][7]financial management
Education-Training Credits:
- TX HCSSA Administrator/Alternate Continuing Education
Texas HCSSA CE Approval Statement
This program meets continuing education requirements for Administrators and Alternates under Texas HCSSA licensing regulations.
TAHC&H Faculty/Presenter(s): Mike Simione, MBA, Managing Director, Financial Consulting, SimiTree and Melynda Capps Lee, MBA, MA, SimiTree Managing Director, Consulting, and Certified True Colors® Facilitator
About the Presenter(s): Mike Simione joined the SimiTree team in 2011 and has over 12 years of healthcare consulting
experience. As Managing Director of Financial Consulting for SimiTree, Michael Simione heads a team of financial experts whose work leads the nation each year
in the number of cost reports prepared for Medicare-certified hospice agencies. In addition,he also collaborates with SimiTree’s growth and operational
teams to assist hospice agencies with strategic planning and operational assessments that allow organizations to leverage their strengths while
simultaneously addressing their weaknesses in order to improve financial performance. Simione’s areas of expertise include, budgeting,
data analytics and benchmarking, and his extensive work with SimiTree has included development of comprehensive financial,
clinical, and staffing analysis tools to improve client efficiencies and financial performance. Michael Simione has a
Bachelor of Science (BS) in Chemistry from Bucknell University, and a Master’s degree in Business Administration (MBA) from Quinnipiac University.
About the Presenter(s): Melynda Capps Lee has been a SimiTree consulting leader and interim
executive for provider organizations for more than 8 years and is a nationally recognized expert in organizational leadership and
development, strategic planning, and learning strategy, as well as communications and public relations. Melynda previously
served as a hospice administrator and home and community-based services development executive in Florida and Georgia for
8 years and is a former board member and education committee member for the Georgia Hospice and Palliative Care
Organization. She is a co-founder of the Greater Atlanta Hospice-Veteran Partnership. Melynda is an expert
trainer of HCBS professionals and frequently serves as faculty at state and national association conferences, including NAHC and NHPCO.
[3874] M&A | The 5 Essential Steps to Success
