Transaction Advisory Services (Mergers & Acquisitions)

Navigating healthcare M&A requires specialized expertise. We guide you through every stage of buying or selling a practice or facility, ensuring a smooth and advantageous transaction.
Strategic Planning: Advising on market trends, valuation drivers, and identifying potential targets or buyers.
Due Diligence Support: Comprehensive financial and operational analysis to uncover risks and opportunities, ensuring informed decision-making.
Valuation Services: Expert assessment of your practice's or target's worth, providing a fair and defensible valuation.
Deal Structuring & Negotiation: Crafting optimal deal terms, including purchase price allocation, and assisting with negotiations to secure the best outcome.
Post-Merger Integration Planning: Support in integrating financial systems and operations to realize synergies and maximize transaction value.

Expert Bookkeeping Services for Healthcare

Maintain pristine financial records essential for compliance, operational efficiency, and strategic decision-making in your healthcare practice.
Healthcare-Specific Transaction Recording: Accurate tracking of patient revenues, insurance reimbursements, operational expenses, and payroll.
Accounts Receivable & Revenue Cycle Management Support: Streamlining billing, collections, and reconciliation processes to optimize cash flow from patient services.
Vendor & Expense Management: Efficient handling of accounts payable, ensuring timely payments and accurate expense categorization for medical supplies, equipment, and staff.
Financial Reporting & Analysis: Providing clear, real-time financial statements (P&L, Balance Sheet, Cash Flow) tailored to healthcare operations, aiding in performance monitoring and compliance.
Chart of Accounts Customization: Setting up and maintaining a chart of accounts specifically designed for the nuances of healthcare accounting.

Strategic Business Tax Planning & Preparation

Minimize your tax burden and ensure compliance within the complex healthcare regulatory environment.
Healthcare Tax Incentives: Identifying and leveraging industry-specific tax deductions, credits, and incentives for practices and facilities.
Proactive Tax Planning: Developing year-round tax strategies to optimize your entity structure and minimize your overall tax liability.
Accurate Tax Preparation & Filing: Meticulous preparation and timely filing of all federal, state, and local business tax returns, including partnership, corporate, and employment taxes.
Compliance Monitoring: Keeping your practice updated on evolving tax laws and healthcare regulations that impact your financial obligations.
IRS & State Audit Support: Professional representation and guidance in the event of any tax authority inquiry or audit.