We pride ourselves on our ability to demonstrate a complete understanding of your needs and financial considerations. Our professionals use a problem-solving approach that recognizes valuation is part of a broader decision-making process, which in turn, requires an appreciation of the context in which advice is sought and an ability to foresee client needs and issues.
Healthcare industry companies require valuations of enterprises, equity interests, real estate, equipment and intangible assets including physician services agreements for a wide variety of transactions and compliance purposes. Clients served by our team include:
It is a common business practice for healthcare providers to enter into a Management Services Agreement (MSA) with a Management Service Organization (MSO) whereby the MSO provides accounting, bookkeeping, billing, collection, and management information systems to the healthcare providers.
Establishing a safe, compliant, profitable, and effective MSO includes the requirement to demonstrate that the MSA represents a fair market value agreement. Marshall & Stevens’ Healthcare valuation professionals have the skills, expertise, and industry knowledge to provide the required valuation and documentation.
Drawing upon the full range of our valuation and industry expertise, we consider multiple valuation methodologies to analyze each situation. When necessary, our analyses comply with our understanding of Stark and Anti-Kickback statutes, IRS regulations, FASB, IPEV, SEC and other standards.
Our specialists provide valuations of medical practices and facilities, contractual agreements, equity interests, real estate, and equipment. Visit our page at Practices & Facilities to learn more.
To discuss these or other matters with our Healthcare Valuation professionals, please contact one of the specialists listed below and see our recent success stories.
Our Business Valuation team collaborates with our internal multi-disciplinary professionals to provide the value analyses and fresh independent opinions to fiduciaries, financing sources and investors for public and private company transactions.
The accelerated depreciation benefits (tax savings) from a cost segregation analysis on acquired real estate (sometimes just tenant improvements) can typically pay for a material percentage of the transaction costs and/or multiple financing payments.
Financial reporting compliance requires a determination of fair lease rate.
A large percentage of transactions include lease agreements that are not at current fair market value. This is more often the case when the owner of the business is also the owner of the real estate.
In the acquisition of a medical practice, for instance, the acquiror must not pay a higher than market rate to acquire or lease the property from the seller.
Each audit firm has their preference for the way certain financial instruments should be valued. We initiate a call with the audit team before performing the analyses to reduce the potential for delays and surprises.
We review financial projections against past performance, comparable company performance, and industry forecasts. We ask for support from our clients, as necessary, to make us comfortable with their projections and to provide an explanation in our valuation report.
Marshall & Stevens provides Fairness and Solvency Opinions, valuation analyses, investigative accounting, and expert witness services to assist public and private clients with their important transactions and litigation matters.
Here are a few client success stories from public and private companies we’ve worked with
Boards of Directors and Trustees have a fiduciary responsibility for the way noncontrolling shareholders are treated in recapitalization, cash-out dividend, merger, acquisition, divestiture, and other material transactions.
The Healthcare Valuation professionals at Marshall & Stevens provide independent value opinions for healthcare enterprises, agreements, facilities and assets.
Marshall & Stevens is committed to providing innovative and highly specialized services to our clients while maintaining the highest industry standards. Our specialists are regularly engaged to provide insight into multiple facets of matters of dispute.
