Mergers, Acquisitions & Practice Sales
In healthcare transactions the regulatory file drives the deal value and the closing timeline. We run the compliance-side due diligence, prepare the change-of-ownership filings, and plan the transition so that licences, certifications and payer contracts survive the sale.
What is included
- Regulatory due diligence: licensure status, survey history, corrective action history, exclusion screening and enrollment integrity
- Payer contract review — assignability, change-of-control provisions and rate quality
- Change-of-ownership analysis and filing strategy for Medicare and Medicaid
- State licensure change and transfer applications
- Provider enrollment transition planning to avoid a billing gap at closing
- Policy, personnel and credentialing file integration for buyers
- Sell-side preparation: cleaning the regulatory file before a buyer looks at it
- Post-closing compliance integration
How the engagement runs
- Engagement scoping and confidentiality arrangements.
- Diligence — a documented review of the regulatory posture of the target or of your own organization if you are selling.
- Risk report — what will delay closing, what will reduce value, and what is correctable before either happens.
- Filing plan — the sequence and timing of change-of-ownership and licensure filings relative to the closing date.
- Transition — execution through closing and into the first post-closing billing cycles.
Who this is for
Buyers acquiring therapy practices, home health agencies, ABA companies or clinics; owners preparing an exit; and organizations consolidating multiple entities or locations.
Frequently asked questions
Do payer contracts transfer automatically in a sale?
Frequently not. Many agreements contain change-of-control or anti-assignment provisions requiring consent, and some networks treat a change of ownership as a new participation request. This is one of the most commonly missed items in healthcare deal diligence and it can leave a buyer out of network on day one.
What is the risk of getting the change-of-ownership filing wrong?
Depending on structure and provider type, an incorrect or late filing can interrupt billing privileges or create an unexpected assumption of the seller’s liabilities. The filing strategy needs to be decided with counsel before the structure is final, not after.
We are selling in about a year. When should we start?
Now. The items that most reduce value — open corrective actions, lapsed credentialing, stale contracts, undocumented compliance programs — take months to clean up and are visible to any competent buyer.
Related
Start this engagement
Tell us your provider type, your timeline and what has already been filed or attempted. That is usually enough for a scoped answer.