Background
- Over 600 successful ownership transitions & over 300 strategic plans
- 98.6% sellers got their money or value and buyers were satisfied with the outcome
- Used by hundreds of healthcare organizations such as Blue Cross Blue Shield, Mayo Clinic, Avera Health, Home Health Care, and Allina Health
- Clients across 20 states ranging from healthcare, service and manufacturing organizations
- Founded in 2008
From Clients
- “EquityView’s insight into one of our companies helped us sell our local business to a Fortune 500 Company.” – Chairman, Merwin LTC Pharmacy
- “Outstanding job!… All are very happy & totally impressed with the process & results!” – President & Board Chair
- “Our board members agreed on implementing necessary changes to fix vital issues which the EquityView tool helped reveal. Our company has grown exponentially and the employees have benefited from his coaching”. – President, Corner Home Medical (post-merger success)
- “We cashed out at 33% more than the next best offer. Tom’s experience, industry knowledge and work ethic are exceptional.” – President & CEO, VendorClear (post sale to a publicly traded company)
- “I was stunned by the insights produced by the EquityView report. The results were incredibly accurate.” – CEO, SaaS Healthcare Company (subsequently raised millions to fund growth)
- “EquityView goes directly after those human misalignments that can become toxic for success. I have known Tom for 27 years and hold him in the highest regard.” – CEO, Chief Revenue Officers Roundtables
- “Two years later I can state we are a far improved organization. We have been able to greatly improve the management understanding amongst all of the owners. Even more importantly, we have an agreement for a solid transition plan.” – Former CEO & President
Video Testimonial
Dr. Stephen Gulbrandsen of Oral and Maxillofacial Surgical Consultants