reply
by a professional
1h ago
from Binghamton University, State University of New York
in New York City, NY, USA
Hey @redacted, we do buy-side QoE on a number of healthcare and wellness deals and have worked across most of the categories like physical therapy clinics, home care and home health agencies, MSO/PC structured groups, DME suppliers, and behavioral health practices. Beyond healthcare, we also work with golf-related businesses like indoor golf and simulator facilities, along with other service and retail niches. So we know both spaces your sister and her husband are targeting and are familiar with the nuances that need deeper analysis to truly understand how the business is actually performing.
Those include seasonality and snowbird-driven revenue swings that are especially sharp in Southwest Florida, membership and recurring revenue retention and churn, deferred revenue from prepaid packages, bay utilization and booking trends on the golf side, cash revenue completeness, payer mix and reimbursement trends on the insurance side, provider and instructor productivity and revenue per visit or session, owner compensation normalization and replacement cost as the seller steps out, add-backs that inflate SDE, and net working capital peg construction.
And the reason we know where those issues hide is because we are in these deals constantly.
Just to mention, we did a QoE on a $13M MSO/PA-structured healthcare deal in Texas that's about to close and are currently working on another $1.4M DME healthcare acquisition in California. So we work on these deals all year long, at both ends of the size range, including the $100K+ SDE range your sister and her husband are targeting.
And since you mentioned they need someone hands-on who can help them refine what's realistic and where they'd be a good fit, that's actually how we work. We support buyers through the entire deal lifecycle, from pre-LOI review of the deals they're seeing, to the QoE itself, and then post-close accounting and tax.
Not only that, after the QoE, we sit down with them and work through how to structure the acquisition itself: where the seller note fits, the right entity setup, how the purchase price gets allocated, and the tax planning around all of it. That way they close on a structure that works in their favor instead of one that quietly costs them more than it should for years after.
For us, QoE isn't a one-time transaction like it is for most firms. It's the start of a long-term partnership.
So if you'd like to connect them with us to talk through what we've seen in health, wellness and golf deals and what's worth digging into on the opportunities they're looking at before they finalize an LOI, or on QoE and beyond, feel free to message me here or they can email my partner Eli at redacted
