Toptal streamlines due diligence to accelerate healthcare employee ownership trust transaction.
A healthcare organization needed to consolidate fragmented data and complete a complex transition to an employee ownership trust (EOT). Toptal led due diligence and financial analysis to enable a fast, well-informed transaction.
Client
A Canada-based healthcare organization completing a transition to employee ownership.
Revenue
Industry
Healthcare and Life SciencesDelivered Services
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Schedule a CallChallenge
Disparate data across multiple entities made it difficult to assess financial health, risks, and contractual obligations. Managing hundreds of government contracts and a large workforce added complexity during a time-sensitive ownership transition.
Solution
Data Consolidation and Modeling
Toptal audited more than 200 government contracts and financial records, using advanced Excel modeling to consolidate fragmented data into a clear, decision-ready financial narrative.
Structured Risk Assessment
Toptal developed a detailed risk assessment outlining potential liabilities and recommended deal mitigants, creating a structured framework to guide decision-making and stakeholder alignment.
Outcome
Accelerated Transaction Close
The rapid consolidation of records allowed the organization to successfully close the EOT transaction within two months, supported by clear financial insights and streamlined due diligence.
Improved Confidence and Transparency
A structured view of risks and mitigations improved transparency, enabling confident decision-making and a smoother transition to employee ownership.
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