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Tag: Paragon Ventures


Smart Talk

M&A: Assess your timing

December 14, 2020Samantha Lincoln

Q. Is the timing right to sell my business?  A. This question sparked my interest because on the night of Dec. 21, 2020, the winter solstice, Jupiter and Saturn will form the “Great Conjunction.” They will be in alignment closer together – just 0.1 degree apart – than they have been in nearly 800 years. (They align every 20 years or so, but this is the closest.)  Only you and your adviser can assess your specific timing, but several “planets”...

acquisitions, M&A, mergers, Paragon Ventures, Samantha Lincoln


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Smart Talk

M&A: Understand what value encompasses

November 11, 2020Samantha Lincoln

Q. When selling my business, how can I know I'm getting the best value?A. To have confidence you're receiving the best value, consider the following: What constitutes value First, I want to emphasize that the best value may not necessarily be the best price. Value encompasses the entirety of the offer, including timing, price and form of consideration (ie. cash, stock, seller notes, earnout), as well as what happens to your brand, your team, your location, and how tied you are to the business going...

Paragon Ventures, Samantha Lincoln


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Smart Talk

Mergers & Acquisitions: Save time with an advisor

October 5, 2020Samantha Lincoln

Q. If I know the most likely buyers for my business, do I need to hire an M&A advisor?A. Of course you don't need to, but here are five key reasons why you would want to.Advisors know the decision makersYou may know the company, but do you know the M&A folks within those companies and what information they like to see? An advisor knows the strategic importance of your business and how to present it to each buyer, which can be very different. Advisors create a processKnowing other potential buyers...

mergers & acquisitions, Paragon Ventures, Samantha Lincoln


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Smart Talk

Mergers & Acquisitions: Consider tax implications

September 9, 2020Samantha Lincoln

Q. Would a change to capital gains tax impact the sale of my business?A. Yes, potentially a lot.You have a solid business you've built for years, maybe decades. You've thought about a sale in the near-ish future. Considering the implications of possible tax increases on net proceeds might move up your timetable.Regardless of who wins in November, I think we can agree the need to pay for 2020 Covid spending and other government overruns will put tax increases on the table, including long term capital...

mergers & acquisitions, Paragon Ventures, Samantha Lincoln


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Editorial

M&A before, during and after a global pandemic

August 3, 2020Guest Commentary

Since 1965, when the Medicare Trust was first established, entrepreneurial individuals have established and built a wide variety of health care businesses to serve and support a growing population of those in need of medical care. Soon thereafter, the HME sector as we now know it was born.Receiving care and treatment in the safety and comfort of their home quickly became the preferred method for patients to receive medical care. The associated cost savings became increasingly attractive to the U.S....

Jonathan Sadock, Paragon Ventures


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Providers

Pandemic speeds up consolidation

July 10, 2020Theresa Flaherty, Managing Editor

YARMOUTH, Maine - After briefly hitting the pause button in March when “the world turned upside down,” buyers and sellers are back at the table, say M&A analysts.While the HME industry certainly took a few hits, unlike the restaurant and hospitality sectors, for example, it proved much more resilient in the face of a public health emergency, says Pat Clifford, managing director, home medical equipment, for The Braff Group.“DME is part of the solution for COVID,” he said. “Once...

Braff Group, coronavirus outbreak, Home Medical Equipment, Paragon Ventures, Vertess


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Providers

Samantha Lincoln offers 'perspective' on buying and selling

July 2, 2020Theresa Flaherty, Managing Editor

NEWTOWN, Pa. - Over her 25-year career, Samantha Lincoln has built a “varied and colorful” resume that includes launching her own investment firm and serving as director of business development for Pacific Pulmonary Services, where she assisted with its sale to Teijin Ltd.Lincoln, who was recently named a managing director at Paragon Ventures, spoke with HME News about her new role and the perspective she offers to buyers and sellers.HME News: What are you focused on in your new role...

Home Medical Equipment, M&A, Paragon Ventures, Samantha Lincoln


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Also Noted

Paragon Ventures hires former Pacific Pulmonary exec

May 12, 2020HME News Staff

NEWTOWN, Pa. - Paragon Ventures has named Samantha Lincoln, formerly director of business development for Pacific Pulmonary Services, as managing director. “Our sell-side investment banking advisory business continues to grow nationally, and we are committed to having the highest caliber of talent across our team to best serve our clients,” said Marc Rose, president and managing partner. Lincoln assisted with the sale of PPS, the fifth largest home respiratory company in the country,...

M&A, Paragon Ventures, Samantha Lincoln


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Providers

M&A market buzzes in lead up to gap period

January 25, 2019Theresa Flaherty, Managing Editor

YARMOUTH, Maine - A flurry of M&A deals closed in the fourth quarter of 2018, making it one of the busiest quarters in the past several years, say analysts.A big reason for that: CMS's decision to pause competitive bidding for two years, while it makes substantive changes to the program.“Volume is up, inquiries are up,” said Don Davis, president of Duckridge Advisors. “There's a lull from Medicare (in competitive bidding) and people are thinking more about their businesses. I suspect...

Braff Group, Duckridge Advisors, mergers & acquisitions, Paragon Ventures, Vertess


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Providers

Paragon Ventures: 25 years of being 'eyes and ears' of providers

December 21, 2018Theresa Flaherty, Managing Editor

NEWTOWN, Pa. - When Paragon Ventures launched in 1994, competitive bidding wasn't even on the horizon. Today, it is the biggest driver of change in the HME industry.Through it all, the Newtown, Pa.-based mergers and acquisitions adviser, which is in its 25th year, has remained committed to the industry, says Marc Rose, president and managing partner.“It feels good to have made it this far and still feel as energetic and as excited as we are,” he said. “We are as passionate...

Jonathan Sadock, Marc Rose, Paragon Ventures


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