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    • Home
    • About
    • Confidential Assessment
    • Transaction Examples
    • Introduction1
    • Buyer Registry
    • 251027 Ind'l Mech Contr.
    • 250926 Metro Auto Service
    • 250813 Healthcare Events
    • 250416 ElectricContractor
    • Buyside Accounting 250919
    • Buyside Insurance 251026
  • Home
  • About
  • Confidential Assessment
  • Transaction Examples
  • Introduction1
  • Buyer Registry
  • 251027 Ind'l Mech Contr.
  • 250926 Metro Auto Service
  • 250813 Healthcare Events
  • 250416 ElectricContractor
  • Buyside Accounting 250919
  • Buyside Insurance 251026

Healthcare Event Planning (Ref# 250813)

Business Profile

Key Considerations

Key Considerations

Event Planning Firm

Located in the Midwest, the business was founded in the early 2000s by a seasoned entrepreneur. This certified women-owned firm delivers full-service meeting and event management. The company specializes in strategic planning for corporate, nonprofit, and institutional clients, offering tailored solutions that span venue sourcing, vendor coordination, instructional design, and on-site execution.


Credentials & Recognition

  • Certified Meeting Planner (CMP) with specialization in compliance
  • Certified Meeting Manager (CMM) – among a select global cohort
  • Industry awards for innovation, entrepreneurship, and regional impact

Key Considerations

Key Considerations

Key Considerations

 ​​​Financial History

                      Sales                     SDE     

2025P  $5,777,706       $837,950    

2024     $5,166,970       $296,087

2023     $2,638,913        $46,668 

2022     $1,239,897        ($11,159) 


 Services

  • Comprehensive and à la carte event planning
  • Strategic meeting design focused on ROI
  • Instructional design and training development
  • Educational workshops and speaking engagements
  • Compliance-focused planning for regulated industries

  

Key Considerations

* Thousands of events executed

* Client base with healthcare focus 

* Also serves government contractors and       commercial enterprises

* Multimillion-dollar annual revenue

* Stong Team: ~ 15 professionals   


Growing Market

Key Considerations

Growing Market

 Growth & Expansion:

Expansion throughout Midwest states offers strong potential for event planning firms, especially those serving hospitals, universities, and corporate clients. 


These states host major metro areas, research institutions, and healthcare networks that align well with strategic meeting services.


Support & Training:

30 days with an option for a longer transition, depending on the need.


Reason for Selling:

Strategic (expansion requires growth resources)


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