Mergers & Acquisitions in IDD
Mergers & Acquisitions in IDD
Get expert guidance on strategic, mission-aligned M&A for IDD agencies. This free eBook, created with CFHS, shows you how to assess readiness, build alignment, and structure partnerships that strengthen your agency’s future.
Get expert guidance on strategic, mission-aligned M&A for IDD agencies. This free eBook, created with CFHS, shows you how to assess readiness, build alignment, and structure partnerships that strengthen your agency’s future.



Chapter 1
Chapter 1
Signs you’re ready for strategic growth
Signs you’re ready for strategic growth
Not every organization is ready for a merger or acquisition, and not every agency needs one. But in today’s environment, remaining static is rarely sustainable. The question is not if an organization should grow, but how. Below are indicators your agency may be ready for strategic expansion:
Not every organization is ready for a merger or acquisition, and not every agency needs one. But in today’s environment, remaining static is rarely sustainable. The question is not if an organization should grow, but how. Below are indicators your agency may be ready for strategic expansion:
1. Your mission is strong, but your margins are thin
If you deliver high quality care but face reimbursement pressures, rising workforce costs, or infrastructure constraints, growth through partnership can stabilize operations by leveraging shared systems and economies of scale.
If you deliver high quality care but face reimbursement pressures, rising workforce costs, or infrastructure constraints, growth through partnership can stabilize operations by leveraging shared systems and economies of scale.
2. You’re losing ground on contracts
Many providers have lost or chosen not to pursue contracts because of limited geography, direct care staffing capacity, or lack of data gathering capabilities. As states consolidate provider networks and managed care organizations prioritize scale, smaller agencies risk being left behind.
3. Your leadership team is stretched
When a handful of leaders oversee compliance, billing, HR, and program development simultaneously, sustainable growth becomes impossible. Strategic partnerships can bring leadership depth, shared training resources, and a healthier division of labor.
Governance alignment also matters. Executives often operate in real time, while boards meet quarterly, relying on outdated data. This governance gap can stall decisions and delay opportunity.
“Your biggest liability might be sitting in your boardroom—and your biggest strength might be there, too.”
— CFHS, Board Briefing: Governance in a Time of Disruption
When a handful of leaders oversee compliance, billing, HR, and program development simultaneously, sustainable growth becomes impossible. Strategic partnerships can bring leadership depth, shared training resources, and a healthier division of labor.
Governance alignment also matters. Executives often operate in real time, while boards meet quarterly, relying on outdated data. This governance gap can stall decisions and delay opportunity.
“Your biggest liability might be sitting in your boardroom—and your biggest strength might be there, too.”
— CFHS, Board Briefing: Governance in a Time of Disruption
4. You know what you’re missing
Organizations with a clear understanding of their limitations, whether in technology, back-office support, or service diversification are best positioned for purposeful growth. M&A is not about taking on more; it’s about filling critical gaps so teams can focus on mission.
“The team you have may not be the team you need. Some folks just want stability and the status quo. That’s not who will lead your next chapter.”
— CFHS, Board Briefing: Governance in a Time of Disruption
Organizations with a clear understanding of their limitations, whether in technology, back-office support, or service diversification are best positioned for purposeful growth. M&A is not about taking on more; it’s about filling critical gaps so teams can focus on mission.
“The team you have may not be the team you need. Some folks just want stability and the status quo. That’s not who will lead your next chapter.”
— CFHS, Board Briefing: Governance in a Time of Disruption
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Who is Giv?
Everything in one place.
Who is Giv?
Everything in one place.
Giv is designed to simplify your agency’s operations by streamlining Medicaid billing, complex scheduling, client documentation, and DSP payroll—all in one intuitive platform.
Giv is designed to simplify your agency’s operations by streamlining Medicaid billing, complex scheduling, client documentation, and DSP payroll—all in one intuitive platform.






Designed with care
Designed with care
Easily schedule shifts for clients and staff. With the Giv mobile app, staff can clock in and out and manage the client services. Billing and payroll are handled automatically, making it easier than ever for you to focus on driving outcomes for clients.
Easily schedule shifts for clients and staff. With the Giv mobile app, staff can clock in and out and manage the client services. Billing and payroll are handled automatically, making it easier than ever for you to focus on driving outcomes for clients.
Person centered
Person centered
Our software is human-centered, tailored to drive outcomes for clients, empower staff, and automate agency owner tasks.
Our software is human-centered, tailored to drive outcomes for clients, empower staff, and automate agency owner tasks.
















Client Hub, EHR and eMAR.
Client Hub, EHR and eMAR.
Electronic health records and medication administration records combined and simplified to drive outcomes. Easily track every detail about your clients and empower your staff with critical information in real time through our mobile technology. Client outcomes are achieved when staff know what's required and can easily document every interaction.
Electronic health records and medication administration records combined and simplified to drive outcomes. Easily track every detail about your clients and empower your staff with critical information in real time through our mobile technology. Client outcomes are achieved when staff know what's required and can easily document every interaction.
Staff Hub, client care. Managed.
Staff Hub, client care. Managed.
Empower your direct support staff with everything they need to drive client outcomes. Timesheets, documentation and reporting are on autopilot, focusing your entire team on your clients needs. Easily track payroll and employee compliance documentation to always be audit ready.
Empower your direct support staff with everything they need to drive client outcomes. Timesheets, documentation and reporting are on autopilot, focusing your entire team on your clients needs. Easily track payroll and employee compliance documentation to always be audit ready.








Revenue Hub, your money, simplified.
Revenue Hub, your money, simplified.
Daily management of client billing and employee payroll is simplified when data flows directly from DSP interaction. Verify reported data without the manual calculation and entry. The revenue hub saves hours per week for your HR and billing teams.
Daily management of client billing and employee payroll is simplified when data flows directly from DSP interaction. Verify reported data without the manual calculation and entry. The revenue hub saves hours per week for your HR and billing teams.
Scheduling Hub,
intelligent shifts. Client info baked in.
Scheduling Hub,
intelligent shifts. Client info baked in.
Shifts that know your staff and clients are shifts that automate. Easily enforce client specific training for new direct support professionals, put goal tracking at the forefront and easily capture detailed client documentation. Your staff use one app, reducing their workload to focus them on clients.
Shifts that know your staff and clients are shifts that automate. Easily enforce client specific training for new direct support professionals, put goal tracking at the forefront and easily capture detailed client documentation. Your staff use one app, reducing their workload to focus them on clients.



FAQ



FAQ


FAQ





