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Financial Operations and Transactions

Valuations

When it come to valuations, choosing a trusted team of certified experts with extensive industry expertise and thorough understanding of changing regulations and legislations is key. With most transactions involving tax-exempt organizations, there are potential regulatory challenges to consider such as Medicare Fraud and Abuse concerns involving the Anti-Kickback Statute and Physician Self-Referral Law, as well as Internal Revenue Service concerns regarding private inurement issues and intermediate sanctions penalties for excess benefit transactions.

Our highly qualified valuations team has more than 25 years of experience preparing certified appraisal reports for healthcare entities. Our team includes accredited senior appraisers with the American Society of Appraisers, certified public accountants, certified valuation analysts (CVA) accredited by NACVA, and those accredited in business valuations by AICPA (ABV). Our reports also adhere to the requirements of the Uniform Standards of Professional Appraisal Practice (USPAP) and the guidelines set forth by the Internal Revenue Service for tax-exempt organizations.

We provide valuations of a variety of healthcare business entities including hospitals (acute and specialty), medical groups, independent practice associations (IPAs), surgery centers and other specialty clinics, health maintenance organizations, imaging centers, and intangible assets. We typically use income, market or cost approaches in determining valuations. In addition to preparing appraisals, our valuation team has transaction experience with litigation support, transaction structuring, and developing term sheets and offering documents.