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CASE STUDY:

Healthcare Services Business Prep for Sale

OVERVIEW
EXECUTION
RESULTS

Prep for Sale - Overview

SCALE was engaged by a specialty pharmaceuticals group for strategic management consulting in preparation for sale. 

Prep for Sale - Execution

Interim Leadership

  • SCALE Interim CFO
  • SCALE Controller oversight
  • SCALE Interim Project Manager / FP&A Associate
  • Team augmentation & restructuring

Preparation & Process Execution

  • First time audit preparation and process execution leadership
  • Quality of earnings preparation & process execution leadership
  • Thoughtful business & financial forecasting

Finance Department Oversight

  • Tax to GAAP reporting conversion
  • Financial reporting, controls and workflow efficiency improvement and process redesign
  • Timely financial reporting to align with deal process needs

Marketing

  • Website redesign & brand refresh

Vendor Diligence & Management

  • Proactive data room preparation
  • Timely third party diligence response management
  • Third party vendor management & coordination including audit firm, QofE firm and M&A advisor

Prep for Sale - Results

Improved Business Performance

  • Performed first company audit – three year period audited and completed on time
  • Performed first company quality of earnings and necessary rollforwards, completed on time
  • Improved timeliness of company reporting and streamlined processes
  • Led finance department to allow base to run and improve in the midst of a demanding sell-side process

Supported Go-To-Market Process

  • Organized data room
  • Prepared data for company marketing materials

Navigated Deal Diligence

  • Navigated through deal diligence pre-first round bids and management presentation / follow-ups pre-second round bids
  • Positive feedback from banker on responsiveness throughout and for effective management of bidders
  • Mitigated added deal process burden on management team

The SCALE Difference

  • Approached diligence, audits & QofE processes with confidence
  • Avoided costly process delays
  • Developed processes, teams and infrastructure conducive to managing on-going information requests in a structured & timely manner
  • Facilitated on-going situational clarity & status transparency
  • Held third party firms accountable and bridged communication gaps between siloed third parties

About SCALE

We are a team of healthcare professionals who pair unrivaled business management expertise with comprehensive clinical specialty knowledge. We transform challenge into opportunity and help your business thrive.

About SCALE

We are a team of healthcare professionals who pair unrivaled business management expertise with comprehensive clinical specialty knowledge. We transform challenge into opportunity and help your business thrive.

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Provider Platform Engagements Since Inception
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Providers Across Our Platform Partners
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States Our Platform Partners Operate Across
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Operational Disciplines and Clinical Service Expertise Offered by Scale

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