For nearly two decades, Stoneridge Partners has specialized in the brokerage of home care, home health, hospice and behavioral health agencies. We not only advocate and negotiate for our clients; we want to be their partner throughout the course of a transaction.
Our team has unparalleled expertise in healthcare operations and business development. Regardless of whether you’re a buyer or seller, we have the knowledge and long-term relationships necessary to help you position your business for success and close a successful transaction.
For Sellers
When you’re ready to sell your healthcare agency, Stoneridge Partners can provide you with a number of critical services to make sure you’re positioned for the best result. We will:
• Analyze your financial statements and conduct a full review of sales of comparable businesses within your industry to help you set the right price
• Put together a comprehensive informational package about your business and present it to targeted buyers
• Negotiate with buyer representatives to get you the best possible price, and
• Help you minimize tax implications of the sale through strategic structuring of the transaction
For Buyers
If you’re looking to grow your business or enter the healthcare market through acquisition of an existing agency, Stoneridge Partners’ experience and relationships built over almost 20 years in the industry will give you exclusive access to the right acquisition targets. We will:
• Evaluate all appropriate industry opportunities
• Recommend suitable targets for acquisition – even if they may not yet be on the market
• Negotiate with the seller’s representatives to get you the best price, and
• Collaborate with external and internal decision-makers to streamline the transaction process
Other brokers can learn about your business -- we know your business. Because we've been there, and we can be there for you.
Pinnacle Wealth is a full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward achieving your goals. But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.PinnacleWealth.com
612 E Tan Tara Circle Suite 100
Sioux Falls, SD 57108
(605) 271-6023
We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans.
This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life.
Learn more at: www.HorizonFG.com
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- Twitter: @HorizonWM
Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820