Business Series: Exit Strategies for ABA and Related Health Organizations

This recorded business discussion examines exit planning for ABA and related health organizations. Karen Chung, John Benfield and Robert Caines compare ownership-transfer routes, buyer motivations, valuation and employee ownership, while considering owners, staff and clients. This training does not offer BACB continuing education (CE) credit.

Catalogue presenter credits: Karen Chung, John Benfield, Robert Caines.

PE Firms and ABA: Exit Strategies- This event is not CEU-Eligible

CEU Eligibilities: This training is not eligible for Continuing Education Credits

For cancellations and refunds, please see our policy HERE.

Chung leads the conversation with Benfield and Caines, whom the original catalogue lists as Paley Madison Partners' managing partners. They compare family, co-owner, employee and outside-buyer transfers, going public, and shutdown, then discuss strategic buyers and private-equity platforms and add-on acquisitions.

Practical sections address cash flow, company-specific risk, consistent financial reporting and documented owner-expense add-backs. The employee-ownership discussion covers the Main Street Employee Ownership Act and an ESOP's trust, trustee, board and operating management, using a non-emergency medical transport transaction then approaching a close to explore possible parallels with ABA.

What does this recording cover?

• Ownership-transfer options and implications for staff and clients
• Strategic-buyer motives and private-equity acquisition models
• Cash-flow valuation and company-specific due diligence
• Consistent accounts and documented owner-expense add-backs
• ESOP governance, the Main Street Employee Ownership Act and the transport example

Recording context: The original listing dates the session to August 8, 2019. The transport transaction discussed was pending at the time.

Course evaluation records

Special Learning's course evaluation snapshot contains 0 rating responses for this recording. No rating average is shown, and no anonymous learner comment is reproduced here. Source: course evaluation records, October 11, 2026.

Explore related learning

• Big Money in ABA Series- Who's Buying and Selling?
• BIG MONEY IN ABA SERIES: Review of the Data
• View purchase and access details