Healthcare M&A is not for the faint of heart.

Commercial Reasonableness. Fair Market Value (FMV). Anti-kickback and Stark Laws. Letters of Intent (LOI). PHI Security. HIPAA Compliance. Information Technology Integration. The process of merging or acquiring a medical practice is a potential minefield. One misstep could prove fatal to the transaction… or your organization.


Our six-step process is seamlessly deployed under a single contract, allowing potential buyers and sellers to optimize communication and maximize outcome.

Transaction Planning

Internal Transaction Decision Making

Review and assist with internal selection of acquisition targets and drafting of selection decision and documentation

Preliminary Commercial Reasonableness Review

Analyze target to determine if potential transaction will meet a threshold qualitative commercial reasonableness standard before proceeding with the transaction

Pre-LOI Deal Negotiation and Due Diligence

Pre-LOI Deal Negotiation and Due Diligence

Pre-LOI Deal Negotiation and Due Diligence

Pre-LOI Deal Negotiation and Due Diligence

Quantitative Evaluation

Perform quantitative valuation of target to determine fair market value and commercial reasonableness

CPT Coding

Review target’s coding practices to evaluate risk, review third party payor contracts

Integration Costs

Perform a preliminary integration cost analysis including an IT evaluation and office procedures of target

Offer and Negotiation of LOI


Work with internal and external resources to structure a transaction that will meet legal, financial and policy requirements and expectations of the parties

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Businesswoman Paperwork

Post-LOI Due Diligence and Deal Consummation


Engage in confirmatory due diligence of target


Advise internal and external resources based on due diligence findings relating to transaction value, structure, risks and post transaction requirements

IT Plan

Provide a post-transaction technology integration plan


Provide a post-transaction administrative plan


Complete CPT coding diligence and evaluate 60-day notice requirements

Post-Transaction Integration

Administration Implementation

Administrative plan implementation

IT Implementation

Technology Integration plan implementation

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Post-Transaction Monitoring


Ensure ongoing fair market value and commercial reasonableness


Assist with ongoing IT integration issues