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Key takeaways
- Use the introduction calendar to arrange the conversation.
- Share only high-level business information at the booking stage.
- The introductory call does not create a valuation, approval, or financing commitment.
Arrange an introduction
Jason Taken · jason.taken@hedgestone.com · HedgeStone Business Advisors
The calendar connects you to a business-broker introduction. Select an available time at the booking destination. The site does not collect intake documents or maintain a public deal room.
Make the conversation useful
For a sale discussion, consider your operating role, whether real estate is involved, the timing you have in mind, and any concern about a transition. For an acquisition discussion, consider the segment, market, operating responsibilities, and broad capital plan.
You do not need to prepare a valuation before speaking. It is more useful to explain what you know, what remains uncertain, and which decision you need help organizing.
Protect sensitive information
An NDA and a secure document process can be addressed if detailed review is appropriate. HHS's privacy guidance explains that de-identification is more than deleting names. Do not assume a spreadsheet is suitable for general sharing because its first column has been removed. (Source: HHS, 2026)
Understand the scope
A call is an introduction, not a legal, tax, clinical, or lending engagement. Business brokerage services and representation are subject to applicable requirements and agreed terms. If the immediate question requires a regulator, healthcare attorney, CPA, or qualified clinician, that specialist should make the relevant determination.
Frequently asked questions
What should I put in the booking description?
A short description of your role, the care segment, the state, and whether you are considering a sale or acquisition is enough. Do not include patient, resident, employee, or confidential financial records.
What is Jason's contact identity?
Jason Taken, jason.taken@hedgestone.com, HedgeStone Business Advisors. The calendar is the site's booking action; no phone number or street address is represented.
Can I discuss a business before deciding to sell?
Yes. An introductory conversation can help identify the records, advisers, and decisions needed to assess readiness. It does not require a public announcement of your plans.
Can I book about a business I am considering buying?
Yes. Begin with the segment and your objective. Respect the seller's confidentiality obligations and any agreements governing the information you have received.
Sources
Sources are dated to distinguish current guidance from earlier publications. They support the identified facts; the transaction questions and examples are educational analysis.
- HHS: de-identification guidance (2026). Retrieved September 5, 2026.