Issue link: http://deals.uberflip.com/i/1433150
Midwest/Great Lakes Region, US Medical Case Management Firm Joe Hige, Senior M&A Advisor Tel: (248) 982-6400 Fax: (972) 232-1132 Email: jhige@genera onal.com www.Genera onal.com I www.DealForce.com 2021 Est. Revenue $2.0MM I 2021 Est. EBITDA $670K+ Highlighted Investment Considera ons • Superior Name and Reputa on: The Company has a long-standing (18 years) reputa on for its focus on quality case management services, offering reliable exper se, and providing superior customer support. • Not Highly-Dependent on Current Ownership: Management is structured op mally with highly-qualified and reliable personnel such that it can run well without ownership's presence. Although ac ve, the owner does not func on as a case manager and is currently handling only one long-term client. • Barriers to Entry: Industry operators are subject to a number of federal, state, and local regula ons. Medical case managers must also adhere to employer policies, which govern all aspects of case management prac- ce, including client privacy and confiden ality rights. Many states require case managers to have cer fica- on and a bachelor's or graduate degree in health, human educa on, or educa on services or a related field. As a result, regulatory compliance is the most significant barrier for new industry entrants. Exis ng op- erators have established rela onships with local insurance companies and referral sources. New industry players may also need to invest a significant amount of me and effort to establish a good reputa on and acquire clients. For more information, please sign the Confidentiality Agreement DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or warran es as to accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera- onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer. Genera onal Equity's fees are paid by the seller. The Company provides medical case management to people injured at work or in a car or motorcycle accident. It helps injured clients access and manage appropriate medical care. Case management services are o en an essen al part of the recovery and rehabilita on for an injured person. These services are provided by a case manager, who is typically a registered nurse or other specialized licensed medical professional with both medical knowledge and an understanding of insurance systems. The Company has approximately 260 ac ve clients. It is currently staffed by 24 case managers and 1 full- me and 3 part- me administra ve/office support personnel. The Company has a 500-square foot office facility available for mee ngs, training or work. Client #64655