FR EA

Contract analysis

Clause-by-clause risk read on any document of the firm. Pick a contract, or open any document from a matter.

Contract analysis / contract-review-summary.xlsx
contract-review-summary.xlsx
1001-00003 · 25 clauses
High · 17 Medium · 1 Standard · 0
V-001 | MedPro National Supply Corp. | Medical and Rehabilitation Supplies — Master Purcha High
⚑ Automatic / tacit renewal
V-001 | MedPro National Supply Corp. | Medical and Rehabilitation Supplies — Master Purchase Agreement | 2021-03-01 | 2026-02-28 | Y — 1-year auto-renewal | $8,200,000 | Y | Consent required for assignment or change of control | N | Y | Y | Y — 90 days' notice | Volume commitment: minimum annual purchase of $6,000,000; pricing tiered by volume | Consent request sent March 22, 2024; pending | Medium | Volume commitmen
V-002 | Clearpoint Revenue Cycle Management, LLC | Revenue Cycle / Medical Billing Service High
⚑ Non-compete / exclusivity restraint
V-002 | Clearpoint Revenue Cycle Management, LLC | Revenue Cycle / Medical Billing Services Agreement | 2020-09-01 | 2025-08-31 | Y — 1-year auto-renewal | $5,600,000 | Y | Assignment requires prior written consent; change of control triggers 60-day negotiation period | N | Y | Y | Y — 120 days' notice | Exclusive billing services provider for all 37 locations | Consent request sent March 22, 2024; pending | High | E
V-003 | Atlas Facility Services, Inc. | Janitorial and Facility Maintenance — Master Servi High
⚑ Non-compete / exclusivity restraint
V-003 | Atlas Facility Services, Inc. | Janitorial and Facility Maintenance — Master Services Agreement | 2022-01-01 | 2025-12-31 | Y — 1-year auto-renewal | $3,400,000 | Silent | No express change of control provision | Y — assignable with notice | N | Y | Y — 60 days' notice | Non-exclusive | Notice to be provided pre-closing | Low | Assignable with notice. Low risk.
V-004 | Premier Staffing Solutions, LLC | Temporary Clinical Staffing Agreement | 2023-02- High
⚑ Non-compete / exclusivity restraint
V-004 | Premier Staffing Solutions, LLC | Temporary Clinical Staffing Agreement | 2023-02-01 | 2025-01-31 | Y — 1-year auto-renewal | $4,100,000 | Y | Consent required for assignment | N | Y | Y | Y — 30 days' notice | Non-exclusive; rate card attached | Consent request sent March 25, 2024; pending | Medium | CPI uses temporary clinical staff to cover vacancies. Consent expected to be routine.
V-005 | Ridgeway Pharmaceutical Distributors, Inc. | Pharmaceutical Supply Agreement | 202 High
⚑ Non-compete / exclusivity restraint
V-005 | Ridgeway Pharmaceutical Distributors, Inc. | Pharmaceutical Supply Agreement | 2020-06-01 | 2025-05-31 | Y — 1-year auto-renewal | $2,900,000 | Y | Consent required for assignment or change of control | N | Y | Y | Y — 90 days' notice | Preferred vendor; non-exclusive | Consent request sent March 25, 2024; pending | Low | Non-exclusive; alternative suppliers available.
V-006 | Oakmont Office Products, LLC | Office Supplies and Equipment — Master Agreement | High
⚑ Non-compete / exclusivity restraint
V-006 | Oakmont Office Products, LLC | Office Supplies and Equipment — Master Agreement | 2022-06-01 | 2025-05-31 | Y — 1-year auto-renewal | $1,200,000 | Silent | No express change of control provision | Y — freely assignable | N | N | Y — 30 days' notice | Non-exclusive | N/A — no consent required | Low | Low value; freely assignable.
V-007 | Pinnacle Waste Management Services, Inc. | Medical Waste Disposal Agreement | 2021 High
⚑ Non-compete / exclusivity restraint
V-007 | Pinnacle Waste Management Services, Inc. | Medical Waste Disposal Agreement | 2021-08-01 | 2026-07-31 | Y — 1-year auto-renewal | $1,800,000 | Y | Consent required for assignment | N | Y | Y | Y — 60 days' notice | Non-exclusive | Consent request sent March 25, 2024; pending | Low | Regulatory compliance item — must maintain uninterrupted medical waste services. Consent expected.
V-008 | Breckenridge Insurance Agency, LLC | Commercial Insurance Brokerage / Policy Place High
⚑ Non-compete / exclusivity restraint
V-008 | Breckenridge Insurance Agency, LLC | Commercial Insurance Brokerage / Policy Placement Agreement | 2019-01-01 | Ongoing — terminable on 60 days' notice | N/A | $850,000 | Silent | No express change of control provision | Y — terminable at will | N | N | Y — 60 days' notice | Non-exclusive | N/A | Low | Purchaser may wish to transition to its own insurance program post-closing.
V-009 | Mountainview Food Services, Inc. | Dietary and Food Services — Master Agreement | High
⚑ Non-compete / exclusivity restraint
V-009 | Mountainview Food Services, Inc. | Dietary and Food Services — Master Agreement | 2021-05-01 | 2026-04-30 | Y — 1-year auto-renewal | $2,750,000 | Y | Consent required for assignment or change of control | N | Y | Y | Y — 60 days' notice | Non-exclusive; per-meal pricing schedule | Consent request sent March 25, 2024; pending | Low | Dietary services for inpatient rehabilitation facilities. Consent expected t
V-010 | Carolina Linen Supply Co. | Linen and Laundry Services Agreement | 2022-04-01 | 20 High
⚑ Non-compete / exclusivity restraint
V-010 | Carolina Linen Supply Co. | Linen and Laundry Services Agreement | 2022-04-01 | 2025-03-31 | Y — 1-year auto-renewal | $1,350,000 | Silent | No express change of control provision | Y — assignable with notice | N | Y | Y — 30 days' notice | Non-exclusive | Notice to be provided pre-closing | Low | Assignable with notice. Approaching renewal.
V-011 | TrueNorth Laboratory Services, LLC | Laboratory Testing Services Agreement | 2020- High
⚑ Non-compete / exclusivity restraint
V-011 | TrueNorth Laboratory Services, LLC | Laboratory Testing Services Agreement | 2020-11-01 | 2025-10-31 | Y — 1-year auto-renewal | $1,950,000 | Y | Assignment requires prior written consent | N | Y | Y | Y — 90 days' notice | Preferred vendor; non-exclusive | Consent request sent March 25, 2024; pending | Medium | Primary lab services vendor. Non-exclusive but transition would cause operational disruption.
V-012 | Guardian Security Systems, Inc. | Security Monitoring and Guard Services Agreement High
⚑ Non-compete / exclusivity restraint
V-012 | Guardian Security Systems, Inc. | Security Monitoring and Guard Services Agreement | 2021-07-01 | 2024-06-30 | Y — 1-year auto-renewal | $980,000 | Silent | No express change of control provision | Y — freely assignable | N | N | Y — 30 days' notice | Non-exclusive | N/A — no consent required | Low | Freely assignable. Approaching renewal.
V-013 | Harmon Medical Equipment Leasing, LLC | Medical Equipment Lease Agreement | 2022-0 Medium
⚑ Assignment / subcontracting
V-013 | Harmon Medical Equipment Leasing, LLC | Medical Equipment Lease Agreement | 2022-09-01 | 2027-08-31 | N — fixed 5-year term | $2,200,000 | Y | Consent required for assignment; lessor has right to accelerate upon unapproved assignment | N | Y | Y | Y — subject to early buyout after Year 3 | N/A — equipment lease | Consent request sent March 25, 2024; pending | Medium | Equipment lease covering rehabilitation a
V-014 | Cypress Environmental Compliance, LLC | Environmental Compliance and Hazardous Mat High
⚑ Non-compete / exclusivity restraint
V-014 | Cypress Environmental Compliance, LLC | Environmental Compliance and Hazardous Materials Management | 2023-01-01 | 2025-12-31 | Y — 1-year auto-renewal | $420,000 | Silent | No express change of control provision | Y — assignable with notice | N | Y | Y — 30 days' notice | Non-exclusive | Notice to be provided pre-closing | Low | Regulatory compliance vendor. Assignable with notice.
V-015 | Summit Fleet Management, Inc. | Vehicle Fleet Lease and Management Agreement | 202 High
⚑ Penalty / liquidated damages
V-015 | Summit Fleet Management, Inc. | Vehicle Fleet Lease and Management Agreement | 2021-10-01 | 2026-09-30 | Y — 1-year auto-renewal | $680,000 | Y | Consent required for assignment | N | Y | Y | Y — 90 days' notice | Non-exclusive; 22 vehicles under lease | Consent request sent March 25, 2024; pending | Low | Fleet of 22 vehicles for mobile rehabilitation services. Consent expected. TOTAL ANNUAL VENDOR CONTRACT
V-001 | Vendor | MedPro National Supply Corp. | Consent | 2024-03-22 | BKP / CPI | Pending
V-001 | Vendor | MedPro National Supply Corp. | Consent | 2024-03-22 | BKP / CPI | Pending | N | Volume commitment carryover risk; $8.2M annual value | Volume commitment to be assumed.
V-002 | Vendor | Clearpoint Revenue Cycle Management, LLC | Consent | 2024-03-22 | BKP / C High
⚑ Non-compete / exclusivity restraint
V-002 | Vendor | Clearpoint Revenue Cycle Management, LLC | Consent | 2024-03-22 | BKP / CPI | Pending | Y — Recommended | Exclusive billing services provider; operational disruption risk | Critical operational vendor.
V-003 | Vendor | Atlas Facility Services, Inc. | Notice Only | Not yet sent | BKP / CPI |
V-003 | Vendor | Atlas Facility Services, Inc. | Notice Only | Not yet sent | BKP / CPI | Pending | N | Low — assignable with notice | To be sent pre-closing.
V-004 | Vendor | Premier Staffing Solutions, LLC | Consent | 2024-03-25 | BKP / CPI | Pend
V-004 | Vendor | Premier Staffing Solutions, LLC | Consent | 2024-03-25 | BKP / CPI | Pending | N | Temporary staffing disruption; $4.1M annual value | Consent expected to be routine.
V-005 | Vendor | Ridgeway Pharmaceutical Distributors, Inc. | Consent | 2024-03-25 | BKP / High
⚑ Non-compete / exclusivity restraint
V-005 | Vendor | Ridgeway Pharmaceutical Distributors, Inc. | Consent | 2024-03-25 | BKP / CPI | Pending | N | Low — non-exclusive; alternatives available | Consent expected.
V-007 | Vendor | Pinnacle Waste Management Services, Inc. | Consent | 2024-03-25 | BKP / C
V-007 | Vendor | Pinnacle Waste Management Services, Inc. | Consent | 2024-03-25 | BKP / CPI | Pending | N | Regulatory compliance — must maintain medical waste services | Consent expected.
V-009 | Vendor | Mountainview Food Services, Inc. | Consent | 2024-03-25 | BKP / CPI | Pen
V-009 | Vendor | Mountainview Food Services, Inc. | Consent | 2024-03-25 | BKP / CPI | Pending | N | Dietary services disruption; $2.75M annual value | Consent expected to be routine.
V-011 | Vendor | TrueNorth Laboratory Services, LLC | Consent | 2024-03-25 | BKP / CPI | P
V-011 | Vendor | TrueNorth Laboratory Services, LLC | Consent | 2024-03-25 | BKP / CPI | Pending | N | Lab services transition disruption; $1.95M annual value | Primary lab vendor.
V-013 | Vendor | Harmon Medical Equipment Leasing, LLC | Consent | 2024-03-25 | BKP / CPI
V-013 | Vendor | Harmon Medical Equipment Leasing, LLC | Consent | 2024-03-25 | BKP / CPI | Pending | N | Lease acceleration risk; $2.2M annual value | Equipment lease across 12 locations.
V-015 | Vendor | Summit Fleet Management, Inc. | Consent | 2024-03-25 | BKP / CPI | Pendin High
⚑ Penalty / liquidated damages
V-015 | Vendor | Summit Fleet Management, Inc. | Consent | 2024-03-25 | BKP / CPI | Pending | N | Fleet lease disruption; $680K annual value | 22 vehicles under lease. IT-001 | IT/Software | Meridian Cloud Hosting, LLC | Consent | 2024-03-18 | BKP / CPI | Pending | Y — Recommended | Hosts PeakConnect platform; service disruption risk to all 37 clinics | HIPAA BAA must also be assigned or reissued. IT-002 | IT/Softwar