Business Series: Exit Strategies for ABA and Related Health Organizations

This recorded business discussion examines exit planning for ABA and related health organizations. Karen Chung, John Benfield and Robert Caines compare ownership-transfer routes, buyer motivations, valuation and employee ownership, while considering owners, staff and clients. The native catalogue identifies the session as not eligible for continuing education credits.

Catalogue presenter credits: Karen Chung, John Benfield, Robert Caines.

PE Firms and ABA: Exit Strategies- This event is not CEU-Eligible

CEU Eligibilities: This training is not eligible for Continuing Education Credits

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Chung leads the conversation with Benfield and Caines, whom the original catalogue lists as Paley Madison Partners' managing partners. They compare family, co-owner, employee and outside-buyer transfers, going public, and shutdown, then discuss strategic buyers and private-equity platforms and add-on acquisitions.

Practical sections address cash flow, company-specific risk, consistent financial reporting and documented owner-expense add-backs. The employee-ownership discussion covers the Main Street Employee Ownership Act and an ESOP's trust, trustee, board and operating management, using a non-emergency medical transport transaction then approaching a close to explore possible parallels with ABA.

What does this recording cover?

• Ownership-transfer options and implications for staff and clients
• Strategic-buyer motives and private-equity acquisition models
• Cash-flow valuation and company-specific due diligence
• Consistent accounts and documented owner-expense add-backs
• ESOP governance, the Main Street Employee Ownership Act and the transport example

Recording context: The original listing dates the session to August 8, 2019. The transport transaction discussed was pending at the time.

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