Finance Type

Acquisition finance for NDIS providers

Buying a provider requires a plan for the transaction and the operating business that must continue after settlement.

Business handover documents and acquisition finance plan — Fund continuity as well as the purchase
Good acquisition planning includes handover, payroll runway, registration dependencies and the first months after settlement.

The purchase price is only one part of the deal

Acquisition finance conversations can include goodwill, transaction costs, handover, payroll runway, registration dependencies and post-settlement working capital.

Confirm the operating entity and registration position.
Separate purchase consideration from transition and working capital.
Prepare a downside case for revenue, staffing and claims continuity.

What a buyer should prepare

Bring accounts, a quality-of-earnings view, client and service continuity evidence, staffing assumptions, the sale agreement and a clear post-settlement plan.

Continue the research

Read the NDIS provider acquisition finance guide for a more detailed checklist.

Build the sources and uses

Separate purchase price, goodwill, transaction costs, professional fees, transition spend and post-settlement working capital.

Protect service continuity

Test staffing, participant communication, claim quality and registration conditions before relying on the acquired revenue to service debt.