CLIENT STORIES
Enabling informed investment decisions through financial analysis and risk assessments
Home Healthcare Provider
An investor group engaged us to evaluate a promising home care company with strong revenue growth. They were keen to determine whether the business justified its asking price, and how to mitigate any hidden risks.
“We need a solid understanding of the numbers—if we invest, how do we ensure returns align with our expectations?”
We began by analyzing the company’s financials, reconstructing historical data, and developing forecast scenarios. Through sector benchmarking and multiple what-if models, we established a probable range for both current valuation and future growth potential. This gave the investors a clear sense of the company’s strengths and possible downside scenarios.
“Before we commit, we want to confirm there are no deal-breakers or unaddressed liabilities.”
Our review highlighted critical areas for deeper scrutiny, including contract structures, compliance with healthcare regulations, and operational considerations like caregiver turnover. We also mapped out possible competitive threats. The insights we gathered equipped the investors with a detailed risk profile and action plan.
Having carefully examined the data and weighed the risks, the investor group decided to proceed with the acquisition. By providing accurate forecasts, a robust valuation framework, and a clear set of next steps, we helped our client make an informed decision.
