Dr. Maria Santos
Founder, CEO & Practicing Physical Therapist
15 yrs tenure · Age 57
Key Relationships
No succession plan. CEO and practicing clinician.
Sole holder of Southeast Orthopedic referral relationship ($8.6M revenue)
Above-market compensation ($480K vs. $280-350K market)
Age 57 — potential retirement within fund hold period
Change of Control severance trigger ($340K)
Jennifer Walsh
Chief Operating Officer
7 yrs tenure · Age 44
Michael Torres
Chief Financial Officer
3 yrs tenure · Age 48
No healthcare PE experience
Passive job search detected (LinkedIn activity spike)
Dr. James Park
Clinical Director
8 yrs tenure · Age 42
Sarah Chen
VP Revenue Cycle Management
10 yrs tenure · Age 39
CRITICAL: Single point of failure for revenue cycle
Manages all credentialing, payor relationships, and billing operations
If she leaves, credentialing transfer stalls and revenue cycle breaks
David Nguyen
Regional Director — Florida
6 yrs tenure · Age 38
Amy Richardson
HR Manager
4 yrs tenure · Age 35
Manages credentialing documentation for 180+ clinical staff
No automated tracking system — relies on Excel spreadsheets
Carlos Mendez
IT Manager
5 yrs tenure · Age 33