[3901] Advanced Concepts in Finance | Financial Considerations When Buying or Selling an Agency
Reviews the financial considerations involved when an agency is bought or sold.
Presentation Info:
- TAHC&H Event | Administrator Program Conference | Rich-Media Presentation Capture | Online On-Demand Access
- Presentation Date | November 12, 2024
Program Description: Mergers & Acquisitions have been in full swing for a while now and many agencies
are expanding by acquisition. This program reviews the financial considerations involved when an agency is bought or sold including the difference between a
Stock Purchase and an Asset Purchase as well as what information should be available and presentable for any potential acquisition - both from the seller's and the buyers' perspective.
For those not looking to sell soon, we'll also discuss steps you can take now to increase your potential sales price and attractiveness to buyers down the line.
Even if you never sell, being prepared to do so sets you up as a successful agency.
HCSSA Topic(s) Addressed:
- §558.259[d][4]agency responsibilities
- §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): Amy L. Taylor, CPA; Knight Home Care Financial
About the Presenter(s): Amy L. Taylor (formerly Knight) founded Knight Home Care Financial in 2002 with a mission to deliver expert healthcare financial
services and consulting to post-acute and long-term care industries. For 22 years, Amy has been bringing her creative and innovative healthcare accounting solutions to TAHCH, where she was
honored as the 2011 & 2023 TAHCH Associate Member of the Year. Her journey in healthcare finance has been marked by a commitment to excellence and a passion for helping others.
[3901] Advanced Concepts in Finance | Financial Considerations When Buying or Selling an Agency