Spectrum Healthcare Partners, P.A. v. Bean

CourtSuperior Court of Maine
DecidedMarch 31, 2022
DocketCUMcv-21-327
StatusUnpublished

This text of Spectrum Healthcare Partners, P.A. v. Bean (Spectrum Healthcare Partners, P.A. v. Bean) is published on Counsel Stack Legal Research, covering Superior Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Spectrum Healthcare Partners, P.A. v. Bean, (Me. Super. Ct. 2022).

Opinion

STATE OF MA1NE SUPERIOR COURT CUMBERLAND, ss. CIVIL ACTION DOCKETNO. CV-21-0327

) SPECTRUM HEAL TH CARE PARTNERS, P.A. ) ) Plaintiff ) ) v. ) ORDER ON DEFENDANTS MOTION ) TO DISMISS COUNTERCLAIM JEFFREY BEAN ) ) Defendant ) ) ) )

Before the Court is Plaintiff Spectrum Healthcare Partners, P.A.'s ("Spectrum") Motion to

Dismiss Defendant Jeffrey Bean's ("Bean") nine count counterclaim. For the reasons set forth

herein, Spectrum's Motion is GRANTED IN PART AND DENIED IN PART.

FACTUAL BACKGROUND

When reviewing a Defendant's Motion to Dismiss a Plaintiffs counterclaim, the Court

views the factual allegations contained in the counterclaim in a light most favorable to the non­

moving party. Accordingly, the Court finds the following facts for the purposes of deciding the

instant Motion.

Dr. Jeffrey Bean, D.O. is a former employee and shareholder of Spectrum Healthcare

Partners, P.A. He began his employment at Spectrum after a number of years as an employee

turned shareholder of Orthopedic Associates ("OA"). OA was an Orthopedic specialty practice

that, on January 1st, 2015, merged with Spectrum. After the effective date of the merger, Bean became a shareholder and practicing physician at Spectrum in their Southern Maine Orthopedic

Division ("Ortho South").

During Bean's tenure with Ortho South, two series of events occurred which led to

Spectrum's complaint and Bean's counterclaim: (1) Bean's purported agreement with Spectrum

to execute a promissory note providing a security interest for a lease of the 33 Sewall Street

property in exchange for shares of Class B stock held in OA's various capital assets; and (2)

Bean's purported non-compliance with the goodwill buyout and non competition provisions of

his employment agreement with Spectrum. Because these two separate and distinct events serve

as the bases for Bean's counterclaim, a summary of each is provided below:

I. Security for Shares Arrangement

In 2015, when QA merged with Spectrum, many QA shareholders were issued both Class

A and Class B stock, while others were issued only Class A stock. 1 Bean received Class A stock

only and alleges that, after the merger, he was promised Class B stock by Spectrum leadership.

In October of 2019, Spectrum began to consider proposals for issuance of Class B shares to those

shareholders who had not yet received them - including Bean.

On November 12th, 2019, Spectrum's Board of Directors authorized the distribution of

951 shares to those shareholders working in the Ortho South division who had yet to receive

Class B stock. In return for the issuance and distribution of these shares, shareholders would be

required to execute a promissory note securing Spectrum's obligations on a five-year lease for

Ortho South's primary location at 33 Sewall Street in Portland, Maine. On June 29th, 2020, Bean

1 Class A stock consisted of shares in Spectrum's organization itself, while Class B stock consisted of shares in OA's existing capital assets at the time ofmerger, including the facility's ambulatory surgery center, its Magnetic Resonance Imaging ("MRI") machine and its physical therapy practice.

2 signed a Letter of Interest ("LOI") evidencing his intent to follow through with this agreement.

Spectrum, nor any of its representatives, signed the LOI.

Prior to the execution of the security agreement and the distribution of Class B stock, On

September 5th, 2020, Bean gave notice of his intention to leave Spectrum in March of 2021. 2

Soon after, in late fall of 2020, Spectrum entered negotiations for the sale of OA's Magnetic

Resonance Imaging ("MRI") service line, which promised a financial benefit to those Ortho

South shareholders who held Class B shares. Bean never took part in these discussions nor did he

execute a promissory note granting security for the lease of the 33 Sewall Street premises. The

sale of the MRI service line occurred in early 2021, and Bean received no benefit.

II. Breach of Employment Agreement and Deferred Compensation Plan

Bean's employment with Spectrum was governed by an employment agreement

("Agreement") which contained two contractual provisions central to Spectrum's complaint and

Bean's Counterclaim: (i) a goodwill buyout provision; and (ii) a non-interference provision.

Bean's relationship with Spectrum was also governed by the provisions of a deferred

compensation plan ("Plan").

The Agreement's goodwill buyout provision prevented Bean from practicing the same

clinical specialty within thirty miles of Spectrum for two years following his departure from the

company. In the event of a breach, the provision required Bean to pay Spectrum the lesser of (a)

an amount equal to 50% of the average a1111ual cash compensation paid by Spectrum to Bean

during the twenty four month period of employment ending on his last day of employment; or (b)

$250,000. On December 19th, 2019, Spectrum's Board of Directors voted to lower this buyout

2 Pursuant to section 1 l(a) of Bean's employment agreement, Bean could not give "less than 180 days" notice of his

intention to leave. Because he gave his notice on September 5th, 2020, his date of departure would have been March 4th, 2021.

3 amount from $250,000 to $100,000 for the 2020 calendar year, returning the amount to $250,000

on January 1st, 2021. Minutes of that December 19th meeting obtained soon after it occurred

suggest that this reduced buyout amount was applicable to Bean. Later representations by

Spectrum and its leadership, however, suggest it was not.

The non-interference provision of the Agreement prohibited Bean from soliciting or

hiring persons employed or otherwise engaged with Spectrum, assisting in the hiring of persons

employed by or otherwise engaged with Spectrum, encouraging any person employed or

otherwise engaged by Spectrum to terminate their employment or engagement with the

Spectrum, and soliciting, encouraging or inducing any person to refrain from entering into an

employment or other engagement or relationship with Spectrum.

The deferred compensation plan ("Plan") entitled Bean to receive compensation he had

accumulated prior to his departure that had not been paid out to him. The Plan provided that any

employee who violates the noncompetition or goodwill buyout provisions of their Employment

Agreement is not entitled to receipt of deferred compensation.

III. Bean's Departure and Spectrum's Lawsuit

In March of 2021, Bean left Spectrum and joined another Maine based healthcare

provider at one of its offices in Windham. There, Bean practices a similar clinical specialty to

that which he practiced at Spectrum. Bean's new office is located within the thirty mile

restrictive zone contemplated by the goodwill buyout provision.

After multiple failed attempts to obtain payment of the requisite goodwill buyout amount,

on September 1st, 2021, Spectrum filed a one count complaint in the Cumberland County

Superior Court against Bean, alleging breach of contract. On September 20th, 2021, Bean timely

answered the complaint and brought a nine count counterclaim. On October 25th, 2021,

4 Spectrum filed a Motion to Dismiss Bean's counterclaim. Bean then filed his opposition on

January 25th, 2022, and Spectrum filed their reply on February 8th.

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Spectrum Healthcare Partners, P.A. v. Bean, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spectrum-healthcare-partners-pa-v-bean-mesuperct-2022.