Category: advisory

A sale transaction can be an exhaustive and resource-intensive process. The right preparation is key, and investing in expert guidance may mean the difference between a smooth and successful transaction and one that fails to meet your goals. Root Partners’ Transaction Readiness Assessment (the TRA) has been designed and built based upon years of physician practice purchase and sale transaction experience to help ensure that your practice is ready. With us, you can expect:

Valuable Insights

Since the early 90s, we have worked with physician groups all over the country, navigating transactions across the spectrum of size and specialty without compromising quality or care. These insights have been honed through multiple “lenses.” Specifically, our principals have navigated transactions as consultants to large physician practice management (“PPM”) company buyers (even before PE entered the space); as in-house business development to an orthopedic PPM, growing it from a concept to a nationally recognized specialty “roll-up” with practices across multiple states; as valuators to dozens and dozens of physician practice acquisitions; and as “sell-side” investment bankers to PE-backed specialty platforms.

Identifying Areas of Improvement

Our experience has taught us firsthand where practices typically struggle to produce important financial and operational data. We can help you gather everything you need to clearly communicate with prospective buyers throughout the transaction process.

Roadmaps to Improvement

Not only can we identify gaps and deficiencies, but also, we will provide solid strategies to address issues before you ever go to market.

Healthcare-Focused Experience

Our professionals aren’t just investment bankers. We have decades of experience directly within the healthcare industry and related disciplines, including (but not limited to) managed care, value-based care, physician practice management, expert witness/litigation support services, healthcare valuation, and healthcare consulting and advisory.

Through layers of review and analysis, we help you prioritize your organization’s values and objectives, streamline the preparation and presentation of your practice’s most important financial and operational data, and “tell your story” by painting a stronger picture for prospective buyers.

Don’t miss out

Coming soon, Root Partners’ proprietary TRA screening tool will also be available as a resource. Want to see where your practice stacks up in terms of its readiness for a transaction? A free web-based initial screening tool will provide you with valuable insight into your level of preparedness.

To start your Assessment journey, contact us today: https://root-partners.com/contact-us/

If you are a physician pondering this question, then please read on.

Oftentimes we are approached by physicians who think that they need a valuation of their practice. Typical reasons include but may not be limited to buy-out of a retiring physician, buy-in for a new partner, or the potential sale of the practice.

The term “valuation” has different meanings to different individuals. Those with valuation credentials, understand “valuation”, or “appraisal” as it’s often referred to, to mean any process designed to determine the value of an investment, asset or security. In any hospital/physician transaction involving the sale of assets or equity or the provision of a service by physicians to the hospital, the hospital is requiring a valuation to support Fair Market Value under the transaction. While the details behind this are beyond the scope of this article, suffice it to say that it has to do with regulatory compliance.

In our experience, more often than not; however, physicians need advisory services, as opposed to a valuation. This is not to say that advisory services wouldn’t include some level of analysis related to pricing or value; however, advisory services are generally more consultative and flexible to adapt to the particular needs of the physician (practice).

Notwithstanding, there are legitimate reasons when a valuation is required. Examples include but are not limited to the following: to comply with the terms of buy/sell provisions in governing documents, estate taxes, marital dissolution, or even to “counter” a valuation provided by a potential buyer (e.g., hospital).

Whatever the circumstances, our experts at Root Valuation and Root Partners understand the nuances and complexities of both and can help you navigate the process.