Episode Synopsis "Getting Over the Goal Line (an M&A Case Study)"

In our second episode, Chris Kramer and Chase Hoover roll out the first of our client case studies - the sale of a mid-sized business in the healthcare services space that successfully closed back in early 2020, just before the world turned upside down. We reflect on the challenges faced, strategies implemented, and ultimately the victories achieved, with the goal of helping our listeners share in the lessons learned for their own benefit.   Why revisit this particular deal? Well, as a California C corporation with over 400 employees, more than a dozen individual shareholders, and no outright majority owner, any viable transaction needed to balance the often-conflicting goals and objectives of the various sellers, while also satisfying key structural criteria to preserve after-tax outcomes for the entire group. Rigorous planning, tactful interaction, and cogent communication proved vital in getting our clients to the right result.

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