Assess whether a top customer is actually sticky (5b5093)

Situation

After a peg set at a seasonal high, carve-out stranded-cost model is what integration-risk PMO can touch in a health-system acquiring a specialty practice. M&A Due Diligence will live with Proceed versus Reprice on this Separation and Integration file.

Decision

Integration-risk PMO in a health-system acquiring a specialty practice must choose Proceed / Reprice / Walk / Hold using carve-out stranded-cost model after a peg set at a seasonal high.

Hypotheses to test

• The population in carve-out stranded-cost model is the one a peg set at a seasonal high named, so Proceed follows for this Separation and Integration file.
• The population in carve-out stranded-cost model is adjacent only to a peg set at a seasonal high; Reprice is the honest M&A Due Diligence call.
• A health-system acquiring a specialty practice already contained a peg set at a seasonal high before carve-out stranded-cost model arrived; no new Separation and Integration path.
• Provenance on carve-out stranded-cost model after a peg set at a seasonal high is broken; do not pick Proceed or Reprice yet.

Analysis required

• Test whether a peg set at a seasonal high is a diligence gap, a price chip, or a walk-away.
• Separate a one-off add-back from a recurring earnings issue in carve-out stranded-cost model.
• Map reps, earnout mechanics, and integration risk a health-system acquiring a specialty practice would inherit.
• For this M&A Due Diligence Separation and Integration file, read carve-out stranded-cost model against a peg set at a seasonal high and write the one fact that would move a top customer is actually sticky for integration-risk PMO.

Recommendation

Choose Proceed / Reprice / Walk / Hold on this M&A Due Diligence / Separation and Integration packet (carve-out stranded-cost model after a peg set at a seasonal high). The follow-on Separation and Integration action is what integration-risk PMO does next: implement the option, assign an owner, and log the missing fact.

Command returns