Health Care Industry Valuation & Transaction Advisory Services

Health care is arguably the most complex of all industries as secular long-term demand meets an ever changing political, regulatory, technological and competitive landscape. With these constantly evolving complexities, having a partner you can trust is more important than ever. Weaver can help.

Weaver’s health care professionals bring extensive experience in industry operations and transaction advisory services. As established thought leaders in the market, we deliver thorough and accurate valuations and transaction advisory services you can rely on, whether for mergers & acquisitions, joint ventures, compensation matters or special projects. Every day, our goal is to transcend your expectations.

Knowledge is power. A quality engagement requires a team of professionals who understand health care — not just generalists. Weaver’s dedicated health care team provides services to numerous clients in the industry. Our work is more than following a checklist.

Our trusted professionals have served clients of all types, ranging from multi-billion dollar health care organizations to solo practitioners. We have performed hundreds of health care engagements for clients including, but not limited to: hospitals, ambulatory surgery centers, physician practices, management services organizations, imaging centers and urgent care centers. 

Traditional valuation services include:

• Fair market value (FMV) opinions for purposes of management planning or regulatory compliance (i.e. Stark Law and Anti-Kickback Statute)
• Valuations for control and minority level investments
• Intangible asset valuations of trade names, certificates-of-need, personal goodwill, Medicare licensure and intellectual property
• Complex capital structure valuations for multi-class shares or profit interests
• Real estate valuations and rent rate studies
• Equipment valuations and lease rate studies
• Fair value measurements for financial reporting purposes related to purchase price allocations or goodwill impairment testing

Valuation services for compensation arrangements include:

• Management services organizations (MSO) compensation
• Physician clinical compensation
• On-call compensation
• Value-based contractual arrangements
• Physician administrative compensation
  • Medical Directors
  • Board of Directors
  • Consultants to life science and medical device companies

Transaction advisory and consulting services include:

• Fairness Opinions
• Opportunity Assessments
  • Prospective investment review, valuation and executive presentation
  • Full scale feasibility studies
  • Market demand and service-line need assessments
  • Detailed competitive landscape review
  • Pro forma development, financial modeling and projections
• Transaction Advisory
  • Buy-side and sell-side assistance
  • Joint venture structuring
  • Decision support
  • Pre/post-transaction financial modeling
• Due Diligence
  • Quality of revenue and earnings
  • Third-party synergy calculation and estimates
  • IT diligence and integration
  • Tax planning and strategies
• CFO Advisory Services
  • Restructuring and turnaround strategies
  • Budgeting and strategic planning
  • Financial projects, decision support and support staff
  • Data analytics
  • IPO readiness

Our Experience

Modern health care is delivered using a wide range of business models. Weaver understands that each model presents its own unique challenges and benefits, and we know how to reflect those differences in each unique valuation.

Our experience with different types of health care businesses includes:

• Physician practices and ancillary carve-outs
• Ambulatory surgery centers
• Cancer centers (radiation therapy and medical oncology)
• Diagnostic imaging centers
• Acute care hospitals and service-line carve-outs
• Long-term acute care hospitals
• Inpatient rehabilitation facilities
• Urgent care centers
• Home health and hospice
• Dialysis centers
• Physical therapy centers
• Cath labs
• Diagnostic labs
• Infusion clinics
• Sleep centers
• Pharmacies
• Imaging centers
• Laboratory services
• Medical device, equipment and technology
• Free-standing emergency departments