Medical Practices

Our Expertise

Managing change for whatever's next

Whether you’re a private equity firm searching for comprehensive transaction advisory, integration, and strategy and operations consulting services, or an independently owned practice that’s growing, considering an exit, or in need of a next-level service provider, you share a common challenge: keeping up with the speed of change.

In today’s healthcare environment, change is everywhere, and it’s happening at breakneck speed. Whether you’re scaling your infrastructure, maximizing revenue capture, managing risk, or staying current with the complexities of the tax, regulatory, and reimbursement environment, you can’t keep up on your own — and that’s how we can help.

Our medical practices team has the expertise to be your professional services partner. Our comprehensive services are designed to help you meet your goals — from preparing for a transaction, providing compelling data analytics, and assisting you in revenue cycle management, to audit and tax compliance — regardless of where you fall in the practice life cycle.

We’ve served medical, dental, veterinary, gastro, dermatology, behavioral, and other related organizations for over 60 years. Many of 200-plus specialists have first-hand industry experience as well as specialized expertise and hold prestigious industry certifications such as Certified Healthcare Financial Professional (CHFP), Certified Revenue Cycle Professional (CRCP), Nurse Executive Board Certified (NE-BC), and Doctor of Nursing Practice (DNP).

If a transaction is on your horizon, we come ready with resources and real-world experience to help throughout the process. We partner with clients on over 350 transactions annually, providing due diligence, entity structure guidance, tax planning, and pre- and-post integrations services, and developed long-term relationships following the transaction.

Having provided services in 42 states, our practice is truly national in scope. We’re actively involved in many national and state industry associations, ensuring you have the benefit of timely advice, peer insights, and access to trending topics. Whether you’re building a larger healthcare portfolio, operating an established practice, or looking to improve your operations, together as your partner, we can help you reach your goals.

Solutions to address your challenges today and meet your goals tomorrow

We can support you with:
Capitalize on mergers and acquisitions
Are you planning a transaction? Our transaction advisory services team has extensive experience and expertise to structure transactions for maximum benefit, mitigate risks, validate quality of earnings, and conduct buy- and sell-side due diligence. We understand transactions happen quickly, and balancing accurate information with speed of delivery can be the difference between success and deal-failure.  We’re the partner that can help you get the deal done.
Elevate your revenue cycle management
Is your revenue cycle optimized for maximum recovery? We’ll analyze your managed care contracts and point-of-service collections and help improve back-end management including credit balances, denied and underpaid claims, cost to collect, and revenue integrity. We’ll help boost your revenue and improve data integrity with a complete revenue cycle assessment, optimize your front- and back-end revenue cycle management, assist with credit balance remediation and diagnostic analysis, and provide a review of your AR reserve/revenue recognition model.
Enhance your tax position
Is your tax position optimized to maximize opportunity during times of change? Our tax team covers every area, including tax structuring, due diligence, risk and liability assessments, waterfall calculations, state and local nexus assessments, transaction cost analysis, and private equity transactions. If you operate an independent practice, we’ll help you optimize tax savings today while structuring your position for the future.
Improve your audit and financial strategy
Does your current auditor address all areas of risk? Our comprehensive audit and assurance services provide actionable insights that give you the confidence you need to act decisively. Our medical practices team will help you with your financial statement compliance, audit your employee benefit plan, navigate ever-changing regulations, and ensure your internal controls are functioning correctly. Our outsourced accounting solutions team can support your business with daily finance and accounting tasks, assume a CFO-level role, or help upgrade your accounting systems to keep pace with your growth.
Manage your wealth
Is there a liquidity event on your horizon? Early planning will help maximize the financial benefits. Our wealth management team will walk you through the process, including optimizing after-tax net worth, and estate and legacy planning to build informed investment and wealth strategies that meet your financial independence goals.
Optimize your risk management strategy
Is your risk management strategy evolving fast enough to protect you in a constantly changing risk environment? Our experts will help you strengthen your internal controls and reduce risk in every category. We’ll assess operations and capabilities, suggest processes to strengthen controls, and improve revenue, or provide financial accounting assistance where needed. We can add bench strength by providing resources as you integrate or grow new practices.
Strengthen newly acquired practices
Does your business plan include strategies for organic growth or integrating new practices acquired through a merger or acquisition? Our team has provided integration services to dozens of organizations to ensure success. With the goal of reducing costs and risk, our services range from integration planning and execution, including patient management systems, IT evaluation and centralization, finance and accounting, labor productivity and HR, to overall organizational design, including central services such as practice management systems.
Upgrade your data management capabilities
Is your data optimized to drive better decision-making? Disparate data sources and unstructured data lead to inaccurate reporting and eliminate the possibility of informing better decisions using data. Our business analytics team will help you consolidate and improve confidence in your data to see trends and make informed decisions that maximize revenue and profitability.


Reimagining the future of healthcare systems

Reimagining the future of senior care


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Client Experience

The right partner to guide you through change

Our clients see us as a trusted advisor working with them as a partner, helping them adapt — and transform — in the rapidly evolving business, technical, and regulatory environment.

We provide a personal touch to each engagement and work as a partner with you to deliver meaningful services that keep your business — and your goals — as the highest priorities.

We’re alongside you — helping you enact real change to see real results.