OPEN MINDS M&A Early Warning Assessment Get Your M&A Early Warning Score & See How You Stack Up To Your Peers Many organizations assume they are well-positioned until market conditions expose hidden vulnerabilities. The M&A Early Warning Assessment offers a clear and objective assessment of whether your organization possesses the scale, diversification, and financial resilience necessary for long-term viability. How It Works Complete the five-minute assessment (Your responses will remain confidential. Results will be analyzed in aggregate only and will not be associated with your organization’s name or identity.) Receive an immediate score based on your responses This assessment complements our webinar, Scale Is Not Optional: The Growth Imperative For Long-Term Viability, by providing data-driven insights into your organization’s current position and sustainability risk. The Scoring System 40+ points = Immediate action required with sustainability at risk without a partner 30+ points = Initiate formal exploration of partnership options 20+ points = Rethink key strategic initiatives Less than 20 points = No immediate risk As an added bonus, paid OPEN MINDS Circle Organizational Members will receive a follow-up benchmarking report to see how their results compare to their peers. Learn more about upgrading your membership here: openminds.com/membership.Enter General InformationName(Required) First Last Email(Required) Title(Required)Organization(Required)Enter Organizational InformationWhat is your organization's approximate annual revenue?(Required)Select a responseLess Than $10 Million$10 Million To $50 MillionGreater Than $50 MillionWhat is your organization's primary service?(Required)Select a responseBehavioral HealthChild ServicesLTSS/IDDPrimary Care/FQHCAnswer Early Warning Assessment QuestionsIn the following sections, select the checkbox if the statement is true.Financial (Select all that apply) Less than 60 days cash on hand No margin – and continual deficits Net collection percentage of less than 90+% Short-term debt ratio of less than 1.5 Long-term debt ratio of over 1.0 Sudden negative financial judgements – lawsuits, Department Of Labor violations, or unresolved audit issues Pending negative financial judgements – lawsuits, Department Of Labor violations, unresolved audit issues Select AllStrategy, Market Position & Brand (Select all that apply) Lack of a robust, metrics-driven, scenario-based strategic plan that addresses growth and ongoing sustainability Lack of a board and executive team aligned around the strategy; strategic initiatives ‘on hold’ and not implemented Lack of capital and talent to implement the strategic plan in the time required for achieving objectives and maintaining sustainability: lack of capital and talent to invest in the technology needed Over-reliance on a single payer or revenue source (>35%) Loss of major contracts and/or terminations from networks Decline in market share over the past three years Service line portfolio has no ‘cash cow’ or ‘star’ for current and future positive margins Select AllGovernance (Select all that apply) Strategic and organizational performance metrics are not available/not managed by board and executive team No clear criteria for CEO and the executive team’s decision-making Critical decisions are not made in a timely fashion Compliance, accreditation, licensure activities are not solid Confusion among stakeholders – employees, consumers, payers, donors, community – around market position, mission, and strategy Select AllTalent & Culture (Select all that apply) Chronic staffing problems – recruitment, turnover, productivity, etc. – over 40% Chronic leadership turnover – over 40% No agreed upon board governance model – between board and CE) and/or among board members Lack of leadership team to thrive in a data-driven competitive market Select AllThis field is hidden when viewing the formFinancialThis field is hidden when viewing the formStrategy, Market Position and BrandThis field is hidden when viewing the formGovernanceThis field is hidden when viewing the formTalent and CultureThis field is hidden when viewing the formTotalThis field is hidden when viewing the formover40This field is hidden when viewing the formover30This field is hidden when viewing the formover20This field is hidden when viewing the formunder20
