Valuation Services

Cindy provides healthcare financial management and business valuation services to clients throughout the U.S. (see client map) Her professional consulting services focus on business valuation, due diligence prior to acquisition, purchase and/or sale of medical practices and hospitals, analysis of buy/sell agreements, and litigation support.
 

Cindy's clients include a variety of medical practices, medical device companies, healthcare technology companies, medical service providers, pharmaceutical and biotech companies, university and community hospitals, integrated delivery systems, professional associations, attorneys, consultants, and managed care payers. A variety of services are provided for various types of medical practices such as physician, dental, veterinarian, and other health care provider practices.


Click on the hyperlinks below for more information about services provided by Valuation Solutions.

  • Benefits of Professional Medical Practice Valuation
  • Valuation Services
  • Selecting a Valuation Expert
  • What Can We Do For You?

AICPA Professional Valuation Standards

Effective for valuation engagements beginning January 1, 2008, all AICPA members are required to comply with Statement on Standards for Valuation Services No. 1. See www.aicpa.org for additional information and resources.


Benefits of a Professional Medical Practice Valuation:

Why should you use a Medical Practice Valuation Expert?


In-Depth Specialized Knowledge

Establishing an accurate assessment of value for a medical practice, or any medical business or intangible asset requires in-depth, specialized knowledge. A complete understanding of the health care industry, specific medical specialties, and revenue and cost issues is essential to an accurate valuation.


Third-Party Objectivity

Most problems in business valuations arise from questions of independence and credibility when performed by biased advisors, and where personal and emotional issues influence decisions. The Certified Valuation Analyst, who is also a Certified Public Accountant accredited in Business Valuation, is committed to the highest ethical and professional standards ensuring an objective valuation.


Industry Leader and Experienced Professional in Purchases and Sales

Hiring an industry leader and experienced professional will save you money in the long term, and will allow you to identify important elements of value in your practice. If you are planning to sell your practice, you will know which characteristics of your practice to develop and market in the sale. If you are planning to purchase a practice, you will be able to identify elements of value in practices available for purchase. An experienced professional will help you ask the right questions and understand important information regarding the practice. Knowledge of the market on a national basis as well as local is critical.


Specialized Expert Works Well with Your Current CPA and Attorney

Medical practice valuation is a very specialized area in a CPA practice. It requires specialized education, training and certifications, and health care as well as business valuation industry experience and knowledge. A medical practice valuation expert should be able to work well with your current CPA and attorney.


Essential for Litigation Support

And speaking of attorneys, the best attorneys will be the first to advise you of the importance of hiring a qualified and experienced medical practice valuation expert for a variety of situations. A complete and thorough valuation reduces questions and ambiguities, which will minimize exposure to legal repercussions.

Particularly, in matters of litigation, the courts require experienced and qualified experts. Many individuals claiming to be experts have been disqualified by the courts and not allowed to testify in valuation cases. On the other hand, experienced medical valuation experts can provide invaluable insight into key issues and assist in the prompt and efficient settlement of many cases.


Peace-of-Mind

When valuing your medical practice or its assets it is important to have the assurance that the medical practice valuation expert considers all the relevant information and facts so you get the full economic benefit that you deserve. Using a qualified business valuator will give you confidence, peace-of-mind, and the advantage of knowing you will receive a professional product.


Types of Medical Practice Valuation Services:

What Type of Medical Practice Valuation Do You Need?


Business Valuations are necessary in a wide variety of situations of opportunity or adversity. Valuation Solutions provides services to meet many individual and business valuation requirements:

  • Adequacy of Life Insurance
  • Allocation of Acquisition Price
  • Buy/Sell Agreements
  • Bankruptcy and Foreclosures
  • Charitable Contributions
  • Estate and Gift Taxes
  • Fairness Opinions
  • Financing
  • Franchise Valuation or Evaluation
  • Gifting Programs
  • Initial Public Offerings (IPOs)
  • Lease vs. Buy
  • Litigation Support
    • Disruption of Business
    • Dissenting Shareholder Actions
    • Divorce
    • Economic Loss Analysis
    • Partner Disputes
    • Wrongful Death
  • Liquidation or Reorganization
  • Mediation and Arbitration
  • Mergers and Acquisitions
  • Purchase of a Business
  • Sale of a Business
  • Split-ups/ Spin-offs
  • Succession Planning


Selecting a Qualified Medical Practice Valuation Expert


What to Look For When Selecting A Medical Practice Valuation Expert

When selecting a Medical Practice Valuation Expert, you should take care to choose one with the qualifications and experience you deserve. Here are some important qualities to look for:

  • Reputation, trust and confidentiality
  • Certified Public Accountant accredited in Business Valuation (CPA/ABV)
  • Certified in Financial Forensics (CFF)
  • Certified Valuation Analyst (CVA)
  • Professional experience in Medical Practice Valuations, Hospital Valuation, and valuation experience with many different types of healthcare providers and specialties.
  • Participation in professional societies like the American Institute of Certified Public Accountants (AICPA), the National Association of Certified Valuation Analysts (NACVA), Medical Group Management Association (MGMA), Healthcare Financial Management Association (HFMA)
  • National recognition in the health care valuation industry
  • Specialized author and noted expert in the healthcare valuation industry, with faculty experience, and training in healthcare business valuation
  • Professional achievements and affiliations in the health care industry and the business valuation community
  • Medical practice management and medical center management experience


What Can Valuation Solutions Do For Me?

Depending on your individual circumstances, needs and objectives, Valuation Solutions can benefit you by providing:

  • A Qualified Estimate of Fair Market Value

Book value or investment value can be very different than Fair Market Value.

  • Expert Valuation

You can have confidence that the valuation is thorough and complies with accepted standards of professional practice.

  • Qualifications of the Medical Practice Valuation Expert

Hire an expert with over 25 years of experience in the health care industry, as well as a Certified Public Accountant (CPA) accredited in Business Valuation, and Certified Valuation Analyst (CVA), Master of Health Administration (MHA), who speaks nationally on the topic to industry groups, and has a background and foundation unequalled in the industry.

  • Confidentiality

Protect your personal and financial interests

  • Potential Litigation

A complete and thorough valuation reduces questions and ambiguities, which will minimize exposure to legal repercussions.

  • Third-Party Objectivity

Most problems in business valuations arise from questions of independence and credibility when performed by biased advisors, and where personal and emotional issues influence decisions. Professionals holding the Certified Valuation Analyst and Certified Public Accountant accredited in Business Valuation credentials are committed to the highest ethical and professional standards to produce an objective valuation.