President’s Letter

Dear Healthcare Business Owner, CEO or Investor,

Who gets the bill if you don’t grow or grow and sell your business? You may be successful, yet shareholders who want to build up their company or sell in a few years will have trouble getting their price if the firm is not growing.

If you are in transition, how important to you is it to you that:

• Your transition is successful?
• Your management team(s) work together on the vision and mission?
• Your company is well positioned for sale ahead of your exit?
• You grow the value of your company?
• You lower the “distraction time costs” of a sale, acquisition, merger, and painful diligence? (because you really misunderstood management)

Rob Slee’s book “Time Really is Money” rings true in a time of transition. What is your cost of delay in not preparing well? If you want better equity value, compensation or deal success more quickly, it’s essential to size up the management team.

I’ve facilitated over 600 successful ownership & equity transitions and 300 business plans. After 30 years of detecting patterns of misalignment, toxic relationships, internal conflicts or integration issues, I got frustrated with three company owners who couldn’t see the infighting impact on their value.

So, we developed a unique, minimally-invasive, friendly assessment tool for owners and investors that offers clear insights into a company’s potential, risks and leadership—briefly and visually. Those three owners sold one of their companies to a Fortune 500. They merged another company, integrated cultures and were pleased with how their “company has grown exponentially”. While the teams at the companies were instrumental, the owners give EquityView a lot of credit for both results.

98.6% of all companies that have used EquityView got their money or value, and the buyers were satisfied with the outcome. Many clients have told me, they wished they had used EquityView sooner. Our process fosters improved transaction ROI, retention of key management, company time gains and business value. Whether you’re going through a transition, merger or acquisition, change management, succession planning or management issues, EquityView helps reduce risk and create more value for your company.

 

To your success!
Tom Helling, President, EquityView
MBA, MCBA, CPA-Retired

Background:
– Co-founder of CEO Solutions; sold in 2006 after 25 years in business
– Co-founder and strategist for Imaged Guided Neurologics; sold to Medtronic in 2005

 

Here are articles for your consideration. Fortunately, we’ve far outperformed the market.
CEM Benchmarking© Study: Disconnect Between Capital Allocations and Asset Level Returns
Private Equity Returns: It’s All About Alpha