Tax-Exempt Entities: Buying, Selling and Valuing

Recorded Wednesday, August 7, 2013 at 1:00 p.m. (Eastern)

The not-for-profit merger and acquisition market—specifically not-for-profit hospital and senior care businesses that acquire other not-for-profit hospital and senior care businesses—is rapidly and continually evolving. Not-for-profits typically raise capital in different fashions and from different sources than for-profit entities.

DATE: Recorded Wednesday, August 7, 2013
TIME: Whenever it's convenient for you. A recording will be made available in your membership account.
PLACE: Anywhere you can connect online
COST: Buy now for $193!
1. Online
2. Call toll-free: 1-800-248-1668

REGISTER TODAY for this unique webcast and learn about buying, selling and valuing tax-exempt entities from our panel of leading industry experts — without ever having to leave your desk:

What drives this market?
When do you buy or sell?
Who’s buying what?
What influences the valuation of the not-for-profits—primarily hospitals and senior living organizations—that make up this sector?
PLUS...your chance to ask our panel of experts any questions about negotiating profitable home health care & hospice partnerships.



Panel of Experts:

Glenn Fox, Saul Ewing
Glenn is a business attorney and Certified Public Accountant who has more than 30 years of experience representing numerous business and nonprofit organizations, including senior living, long-term care and other health care providers, in corporate, transactional, tax and financial matters. Until recently, Glenn was a shareholder and the senior member of a suburban Philadelphia corporate and estate law firm where he counseled clients on Read More
Partner, Saul Ewing LLP
Charles Bissell,Integra Realty Resources
Charles Bissell began his real estate career in 1985, working as an agent, representing sellers of commercial and investment properties in Northeast Tarrant County. He later worked with several independent real estate valuation and consulting firms, before co-founding LamBis Consulting in 1991. LamBis Consulting became part of Integra Realty Resources (IRR) in 1999. Mr. Bissell serves as National Practice Leader of IRR’s Seniors Housing Read More
National Practice Leader, Seniors Housing & Health Care Practice, Integra Realty Resources
Joe Lupica is a veteran healthcare industry advisor. During his career, he has served a variety of nonprofit, corporate and public-sector clients as an investment banker, attorney and development officer, providing capital formation, governance advice, and affiliation services.  Joe pioneered an award-winning community collaboration model to build consensus when not-for-profit or public-sector hospital leaders consider affiliation Read More
Chairman, Newpoint Health
Jeff Petty
Since joining Wesley Enhanced Living (WEL) in 2003, Jeff Petty has grown the organization from annual revenues of $35 million to over $55 million. Under his leadership, the organization has expanded its family of senior living communities and has completed $80 million in renovation projects. An industry leader and visionary with an incisive understanding of the economic challenges in the aging services industry, Petty has created WEL SHIFT ( Read More
CEO, Wesley Enhanced Living
William Pomeranz
Bill has been involved in all aspects of post-acute care services and senior living facility development and system integration. Since joining Cain Brothers in 1998, Bill has obtained over $4.1 billion in both tax-exempt and taxable financings for his primarily nonprofit clients and has executed over two dozen acute-post-acute provider affiliations. Prior to joining Cain Brothers, Bill led a turn-key development firm undertaking start-up and Read More
Managing Director, Cain Brothers