Dingus21 I cant see any synergies in a business like this. The operating systems for Allied Health are subscription based and inexpensive hence no scale advantage there of any note. Co locating maybe a bit however you still need to pay for space. You saving there is potential for less admin however the downside for these guys is much higher corporate overhead than say a medium sized practice.
All I can see is utilisation of excess capacity if it exits. I get it if they are paying practitioners 35 hours per week and said practitioner is billing out 20 hours as an example. Marketing in Allied Health is also a little bit tricky as you cant have testimonials. Again you don't need marketing if your practitioners are full (waste of money obviously).
Results would support my current assumptions Im just wondering how PEP see turning it around. Do you know what they bring to the table as far as potential for additional referral etc?
HLA Price at posting:
$1.74 Sentiment: Sell Disclosure: Not Held
