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Mergers and Acquisition
Plante Moran’s transaction advisory services team offers you the support necessary to evaluate, mitigate risk, and understand the opportunities that exist with a particular merger or acquisition.

 

FLEXIBLE AND SCALABLE APPROACH TO THE UNIQUE DYNAMICS AND RISKS OF EACH TRANSACTION
Pursuing the right target organization or joint venture saves time and money. The earlier your team can assess the viability of the target, the sooner you can determine your next step in the acquisition process. Plante Moran can help.

Our “flash assessment” offers a quick, affordable, high-value assessment of a target’s strategic, financial, and operational strengths, weaknesses, and opportunities. Plante Moran’s transaction support team can help you reduce the risk of pursuing nonviable deals and offer you a fast read on very attractive opportunities.  If you like what you see, our experienced healthcare valuation team can develop a preliminary value range for the target entity.

Once the “real” due diligence starts, Plante Moran offers a multi-disciplined, collaborative approach. This dynamic, value-added service delivery model results in much deeper assessments and enhanced complexity of analysis, all with one single point of contact – Plante Moran.  As part of this process, the preliminary valuation analysis can be finalized in a valuation report to ensure you have adequate support for the purchase price.

OUR DEDICATION TO SERVICE WILL EXCEED YOUR EXPECTATIONS
We realize each client is unique, which is why we give individualized attention and service. When trends, economic factors, or regulations relate to your situation, we will know about them.
We give you more than facts – we study the data and offer alternative solutions. To facilitate communication, we provide a primary contact to coordinate all services.  We offer phenomenal response time; we will get you where you want to be on a transaction quickly without jeopardizing the quality of our analysis.

DUE DILIGENCE – STRATEGIC, FINANCIAL, TAX, REIMBURSEMENT, AND OPERATIONAL
We evaluate the attractiveness of the market segments your target serves and its strategic alternatives for the future.  We identify the key risks and opportunities with each transaction so your team can focus on post-transaction integration and execution of cost-saving steps and synergies.

We assess the financial position of the target by looking at revenue history, cash flow, future revenue potential, quality of assets and liabilities, working capital, purchase price allocation, and tax compliance.
We review third-party payer contracts, Medicare and Medicaid cost reports, tax returns (both not-for-profit and for-profit), and open correspondence with federal and state regulators to identify reimbursement and compliance risks and opportunities.

In the area of operations, we assess the target management team, look at its relationship with key stakeholders and investigate its performance improvement systems and opportunities for savings.

If the situation calls for it, we will also provide due diligence in the areas of information technology, clinical and admissions, and facilities.

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“Plante & Moran’s feasibility study was excellent. I was very impressed with their ability to communicate with all of our stakeholders. They were professional, concise, understanding and had a great deal of in-depth knowledge of our industry. They saved us a lot of money and potential agony, and were more than willing to listen to our ideas and suggestions. I recommend any health system considering new construction bring Plante & Moran in from day one before they spend a dollar.”

Michael Perel, Kauai Region - Chief Financial Officer
Hawaii Health Systems Corp., Kauai, HI