M&A Readiness Analytics for Infusion Organizations Preparing to Transact
Buyers don’t purchase businesses based on what management believes is true. They purchase what the data can verify. SolisRx builds the analytics infrastructure that makes your business legible, defensible, and worth more at close.
40+
Companies Advised
What Buyers Find During Diligence That Sellers Don’t Expect
The buyer’s Quality of Earnings team submits 30 data request items. A well-managed mid-market infusion organization produces clean, system-generated data for 10 to 14. The rest require the CFO to manually compile spreadsheets and estimate breakdowns never separately tracked. Three items get flagged as material uncertainties. The deal closes at $2.5 million less than the first term sheet.
Most infusion operators approaching a transaction discover the same problem too late: fragmented data, inconsistent reporting, and poor visibility across sites erode valuation, delay due diligence, and hand buyers leverage they shouldn't have.
SolisRx can help you close that gap, dramatically improving your EBITDA.
SolisRx Methodology for supporting Infusion Organizations and Speciality Pharmacies for M&A Readiness
READINESS ASSESSMENT
SolisRx scores eight data readiness domains against buyer expectations: financial reporting, revenue cycle performance, payer mix, therapy analytics, referral intelligence, site-level profitability, operational KPIs, and data governance. The output: gap analysis with estimated valuation impact and prioritized remediation roadmap.
IMPROVE FOUNDATIONAL DATA INFRASTRUCTURE
A data spine comprises automated data pipelines connecting EHR, billing, clearinghouse, and financial systems. Every number is system-generated, reconcilable, and traceable. Data governance documentation is available from day one.
TRANSACTION-READY ANALYTICS
Diligence-critical analytics go live: 36-month revenue trending by payer, therapy, and site. Ddenial analysis by CARC code, referral attribution, site-level EBITDA with documented cost allocation, and EBITDA bridge documentation.
TRANSACTION SUPPORT
SolisRx prepares the QoE (Quality of Earnings) data package, organizes data room documentation, and supports due diligence response. Every number in your financial story can be independently verified.
Deliverables
Any engagement is tailored to your specific needs. However, the most common deliverables for AICs, home infusion providers and specialty pharmacies include:
01
M&A readiness scorecard
across eight domains with estimated valuation impact per gap.
02
36-month revenue trend analysis
by payer, therapy, and site.
03
Therapy mix and contribution margin analysis
by J-code showing buy-and-bill spread and concentration risk.
04
Payer concentration risk scorecard
with trending and net revenue per encounter by payer.
05
Site-level P&L analytics
and EBITDA bridge analysis with system-generated documentation.
06
QoE data package
and data room documentation with data lineage, dictionary, and management narrative.
Frequently Asked Questions
How do I know if my infusion company is ready for acquisition?
Can you produce the metrics a buyer will ask for directly from system-generated data: revenue by payer, site, and therapy trended over 36 months; denial rate and AR aging by payer class; site-level EBITDA with allocated costs; referral attribution with revenue linkage? If any metri requires your CFO to spend three days in spreadsheets, your readiness has gaps.
What’s the financial impact of poor data on valuation?
Organizations with high data readiness command 14x or higher EBITDA multiples in recent AIC transactions. Low readiness typically yields 6x on average with extended diligence and higher fall-through risk. For a $3M EBITDA business, that’s a $24M difference.
When should we start building M&A readiness analytics?
Optimally 18 to 24 months before your anticipated LOI. This allows the infrastructure to generate a track record of clean, system-generated data that buyers can audit independently. Starting 6-12 months out still yields meaningful improvement, but the multi-year track record window has closed.
How does M&A readiness differ from executive analytics?
M&A readiness is transaction-focused: preparing data for buyer scrutiny during QoE. Executive analytics is ongoing operational visibility: KPI dashboards and exception monitoring for day-to-day management. Both share the same data infrastructure, so organizations with executive analytics can accelerate their M&A readiness build significantly.
Can SolisRx support add-on acquisition diligence?
Yes. For PE-backed platforms executing roll-up strategies, SolisRx provides buy-side diligence analytics: evaluating targets’ data maturity, identifying revenue cycle risks, and modeling post-acquisition economics using a standardized framework.
What exactly does Stategis deliver?
We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.
What kind of companies do you typically work with?
We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
How long does it take to get started?
We typically begin within 5–7 business days of your initial call, depending on scope and availability.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
How long does it take to get started?
We typically begin within 5–7 business days of your initial call, depending on scope and availability.
What kind of companies do you typically work with?
We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.
What exactly does Stategis deliver?
We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
