Mergers and Acquisitions

A shared vision for successful mergers and acquisitions

When working on mergers and acquisitions or going through the due diligence process, it helps to have an experienced team at your side. Our audit, compliance, due diligence, consulting, and business valuation experience with healthcare businesses makes us uniquely qualified to help you navigate a merger or acquisition. 

Mergers and acquisitions: Healthcare strategy
BerryDunn provides expertise during periods of transition, working with key decision makers to help identify a shared vision, facilitate the negotiation, and promote the execution of a sustainable business arrangement. Our services include:

• Integration services (due diligence, compensation analysis for fair market value, negotiation, and post-integration practice alignment and development)
• Credentialing
• Compliance plan effectiveness review
• Feasibility studies
• Financial modeling
• Black box comparison and contracting assistance
• Business evaluations
• Compensation modeling 
• Electronic Health Records (EHR) project management
• Strategic planning and development
• Transition management
• Business planning and review
• Re-engineering patient experience
• Solutions for improving organizational culture
• Conflict resolution

Mergers and acquisitions: Compliance due diligence
BerryDunn works with both buyers and sellers to assess compliance risks prior to a transaction. This work helps inform go/no-go decisions, establishes a post-transaction workplan, and ensures sufficient escrow. When conducted at an early stage, our compliance-focused due diligence review allows the investors and buyers to make informed adjustments to the transaction terms. Our healthcare compliance subject matter experts can help you review the:

• Effectiveness of the seller’s compliance program
• Claim audits
• Clinical documentation assessments
• Financial relationships with physicians
• Applicability of Stark Law exceptions
• Anti-kickback safe harbors

We can also work with you to explore other common compliance due diligence concerns through targeted billing and coding reviews, clinical documentation reviews, HIPAA privacy and security risk assessments, penetration testing, and vulnerability scans.

Healthcare due diligence
When small- and middle-market private equity firms, investment banks, and boutique investors seek opportunities to finance or acquire a healthcare business, our experts provide the guidance and deep analysis needed to identify opportunities as well as potential risks. BerryDunn’s healthcare due diligence services include:

• Review of an organization's regulatory compliance and business practices
• Verification of credentials and exclusion status
• Evaluation of payer mix
• Probe-level audits of claims and medical records
• Analysis of the revenue cycle process
• Payer contract reviews
• Assessment of client/patient demographics
• Participation and leadership in investor calls
• Succinct reporting and a clear presentation of our review

Understanding the intent to fuel growth and build value, BerryDunn’s participation in the due diligence process helps clients judge feasibility and make informed decisions about what the next step might be in the investment, acquisition, merger, or sale process.

BerryDunn has joined forces with the VantagePoint Healthcare Compliance and Credentialing team to expand the services we provide to healthcare organizations. Contact us to learn more about our M&A advisory team.