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Resources

Tools and information

Downloadable resources for owners, brokers, and advisors exploring transactions with Avid Partners.

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Helpful documents

These resources provide more detail on our approach, criteria, and the ESOP/1042 opportunity.

Broker One-Pager

Summary of our buybox, process, and contact information for M&A professionals.

1042 Rollover One-Pager

Concise overview of Section 1042 rollover transactions and their benefits for business owners.

ESOP One-Pager

Concise overview of Employee Stock Ownership Plans and how they work in home health acquisitions.

1042 Comparison Calculator

Coming soon: An interactive tool to compare potential outcomes between ESOP/1042 structures and traditional sale approaches.

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Have questions about these resources?

We're happy to walk through any of these materials or answer specific questions.

A trusted acquirer of home health agencies—built for continuity, outcomes, and long-term stewardship.

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info@avidpartners.co
(443) 704-4635
Oakland, California

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Disclaimer: Information on this website is for general informational purposes only and does not constitute legal, tax, or financial advice. ESOP and 1042 rollover structures involve complex regulations. Consult qualified advisors before making decisions. Results vary by transaction.