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M&A and Exit Readiness

Everly Deal Carries Compliance Risk

We help investors, platforms, and sellers uncover and manage regulatory risks that can delay, devalue, or derail a transaction.

Whether you're preparing for sale or conducting diligence, we surface issues early—before lawyers, regulators, or whistleblowers do.

Exit Readiness (Sellers)

  • Privacy & Security. HIPAA, FTC, and state-level exposure.
  • Fraud, Waste & Abuse. FCA risk, billing, and compensation models.
  • Marketing & Promotion. AKS, FTC, FDA, etc.
  • Gov't. Programs. Medicare, Medicaid, FAR
  • AI & Automation. Governance, bias, etc.
  • Telehealth. CPOM, scope of practice, modality.
  • Emerging Rules. Info blocking, ID verification, etc.

Protect your valuation 

Regulatory Diligence (Buyers)

  • In-Depth Regulatory Scan. End-to-end review of target operations for hidden risk

  • Program Maturity. Assessment of structure, staffing, and oversight against OIG benchmarks

  • Policy vs. Practice. Evaluation of whether real-world operations match written protocols

  • Integration Risk. Identification of friction points for remediation and Day One alignment

Spot hidden risks before you inherit them

Post-Close Integration

  • Control Mapping. Align inherited controls to acquirer standards and frameworks.
  • Documentation Cleanup. Identify and fix critical policy and recordkeeping gaps. 
  • Risk Prioritization. Separate urgent fixes from long-term redesign efforts.
  • Operational Continuity.  Support integration without slowing the business down.

Integrate without losing momentum

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Clarity before the Close

Whether you're preparing to sell, conducting diligence, or planning integration, we help surface hidden risks, spotlight what matters most, and deliver clear, actionable insights to support better outcomes.

Who We Work With

We work with healthcare investors and operators navigating complex transactions—and the compliance risks that come with them.

  • PE and VC investors in healthcare or digital health
  • Strategic buyers conducting regulatory diligence
  • Health tech and SaaS companies preparing for exit
  • Provider groups navigating sale, merger, or roll-up
  • ​Founders or GCs seeking a second opinion before diligence

Not Sure What You Need?  
Let's Talk

Not exactly sure what you're looking for? That’s okay.
If a deal’s on the horizon—or already underway—we’ll help you surface the risks that matter before they impact value, timing, or trust.
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