Healthcare Advisory Services

The healthcare industry is undergoing significant transformation driven by regulatory changes, evolving care delivery models, increasing consolidation, and intensified competition.

VALCOR Advisors, LLC partners with healthcare organizations—including hospitals, health systems, physician groups, ambulatory surgery centers (ASCs), and private equity investors—to navigate these complexities and unlock strategic opportunities.

Our Healthcare Advisory Services are designed to address the diverse needs of industry stakeholders. Below, we outline our two core service areas: M&A Advisory Services and Valuation Advisory Services.

Healthcare M&A Advisory Services

Mergers, acquisitions, and strategic partnerships in healthcare require precision, in-depth industry insight, and a thorough understanding of regulatory frameworks. VALCOR’s M&A Advisory Services offer end-to-end support throughout the transaction lifecycle, ensuring that each transaction aligns with your strategic objectives while minimizing risk and maximizing value.

Key Offerings

Buy-Side Advisory:

  • Target Identification & Analysis: Leverage market intelligence and our healthcare industry expertise to identify acquisition targets aligned with your strategic goals.
  • Due Diligence: Perform comprehensive financial, operational, and compliance evaluations to uncover risks and opportunities.
  • Valuation Analysis: Utilize proprietary methodologies to establish fair and actionable valuations complying with all regulatory guidance.
  • Deal Structuring & Negotiation: Develop agreements that maximize value while addressing liability and protecting stakeholder interests.

Sell-Side Advisory:

  • Strategic Preparation: Optimize business operations, financial transparency, and growth potential to appeal to buyers.
  • Marketing & Outreach: Engage a network of strategic and financial buyers to ensure competitive bidding and visibility.
  • Transaction Management: Streamline processes to achieve timely and efficient closings.

Joint Ventures & Partnerships:

  • Strategic Structuring: Create partnerships between hospitals, physician groups, and management companies, ensuring compliance with Stark Law and the Anti-Kickback Statute.
  • Governance & Compliance: Establish frameworks that align with regulatory requirements while promoting operational efficiency.

Private Equity & Investment Advisory:

  • Market Entry Strategies: Identify promising healthcare sectors and opportunities for investment.
  • Portfolio Valuations: Track performance and position within the market.
  • Exit Planning: Develop strategies to maximize returns upon divestiture.

Who We Serve:

  • Hospitals & Health Systems
  • Physician Groups & Specialty Practices
  • Ambulatory Surgery Centers (ASCs)
  • Urgent Care, Home Health, Hospice, and Long-Term Care Providers
  • Private Equity & Venture Capital Firms
  • Healthcare IT Companies

Why Choose VALCOR for Healthcare M&A?

  • Specialized Expertise: Deep knowledge of healthcare regulations, reimbursement structures, and compliance.
  • Tailored Strategies: Customized transaction approaches to meet unique organizational objectives.
  • Proven Results: A track record of successful transactions across the healthcare continuum.

Healthcare Valuation Advisory Services

Accurate and defensible valuations are essential in the regulated healthcare environment. VALCOR’s Valuation Advisory Services provide meticulous, data-driven analyses that meet regulatory, compliance, and market standards.

Fair Market Value (FMV) Opinions:

Tax Compliance Valuation Services:

  • Regulatory Compliance: Ensure valuations adhere to Stark Law, the Anti-Kickback Statute, and IRS regulations.
  • Physician Compensation: Evaluate professional service agreements, administrative services, call coverage, and management fees.
  • Service Agreements: Provide FMV assessments for real estate and equipment leases.

Business Valuations:

  • Mergers & Acquisitions: Deliver robust valuations for buyers, sellers, and investors.
  • Partnership Buy-Ins & Buy-Outs: Assess equity interests using income-, market-, and asset-based approaches.
  • Hospitals & Health Systems: Analyze service lines, market position, and financial performance.
  • Physician Practices & ASCs: Consider case mix, reimbursement trends, and operational efficiency.

Intangible Asset Valuations:

  • Trade Names & Brands: Assess brand equity and its impact on market position.
  • Proprietary Technologies: Quantify the value of telemedicine platforms, software solutions, and other healthcare innovations.
  • Certificates of Need (CON) & Licenses: Evaluate the economic benefits of regulatory approvals required for operations.

Transactional Valuations:

  • Pre-Transaction Valuations: Support negotiations with defensible, data-backed valuations.
  • Purchase Price Allocations (ASC 805): Allocate purchase prices among tangible and intangible assets, ensuring U.S. GAAP compliance.

Industry Applications:

  • Hospitals & Integrated Health Systems: Valuations for expansions and acquisitions.
  • Physician Groups & Clinics: Business valuations for strategic partnerships and acquisitions.
  • Post-Acute Care Providers: Appraisals for long-term care, home health, and hospice facilities.
  • Healthcare Technology: Valuation of digital platforms and other innovative assets.

Why Choose VALCOR for Healthcare Valuation?

  • Regulatory Precision: Adherence to federal and state healthcare guidelines.
  • Methodological Rigor: Employ best-in-class valuation models and benchmarks.
  • Transparency & Defensibility: Deliver detailed documentation accepted by regulators and auditors.

Contact us today to learn how VALCOR Advisors, LLC can support your healthcare organization with expert M&A and valuation services. Together, we’ll navigate the complexities of this dynamic industry and achieve your strategic goals.

CONTACT US: Thom Cuccia, Managing Director | tcuccia@valcoradvisors.com