# Discovery Call: Life Care Planning Business Unit Acquisition Review

**February 13, 2026 at 10:01 AM** · 7m 36s · Participants: James Adcock, Brent Sitarski, Matt Sheakley

This call is a discovery session to discuss a business unit that was acquired as part of a February 2024 acquisition of four entities. The main business of interest was a TPA (third-party administrator), but this life care planning and forensic vocational business came as a side acquisition. The business has 22 people total (8 in forensic voc, 13 in life care planning, including 7-8 contractors on 1099 status, plus one salesperson). The business operates on a T&M (time and materials) structure with billable rates plus margin.

The company has struggled with direction since acquisition. They initially pursued a permanent disability placement service line that proved non-viable (affecting only 1 in 1,000 cases), which Larry eventually shut down last summer. There's high customer concentration and unclear go-to-market strategy. The business uses Clio for time tracking (upgraded from PC Law). The primary objective of this call is to understand what deliverable the clients need, establish parameters for documentation, and understand the compilation process to ensure accuracy.

Speaker A (James) is trying to gather information about how the business came into their possession, current operations, and what the ideal deliverable looks like. Speaker C (Brent) and Speaker B (Matt) are providing background on the acquisition and current challenges, while acknowledging they don't fully understand the two main service lines (life care plans and forensic voc work).

### Action Items
- [ ] Provide org chart for the 22-person team — @Brent Sitarski `high`
- [ ] Explain the compilation process and sources for documentation to avoid hallucinations — @James Adcock or JD `high`
- [ ] Define dream deliverable and desired outcomes from the documentation — @Brent Sitarski and Matt Sheakley `high`
- [ ] Provide better explanation of the two service lines (life care plans and forensic voc) — @Brent Sitarski `high`
- [ ] Clarify exact breakdown of personnel between forensic voc (8) and life care planning (13) with specificity on 1099 vs full-time — @Brent Sitarski `medium`

### Topics
February 2024 acquisition of TPA and associated life care planning business, Business structure: 22 people split between forensic voc (8) and life care planning (13), T&M billing model with 1099 contractors and billable rate margins, Failed permanent disability placement service line discontinued last summer, High customer concentration issues, Technology migration from PC Law to Clio, Lack of clear go-to-market strategy and business understanding, Two main service lines: life care plans and forensic vocational services, Documentation deliverable requirements and compilation process

**Sentiment:** neutral

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*Generated by Call Assistant on 2026-04-09 13:16*