Transaction Readiness A Different Kind of Transaction Advisory Firm

Transaction Readiness Assessment (TRA)

A practice sale transaction can be an exhaustive and resource-intensive process. Knowing what to expect and preparing for an orderly sale process in a healthcare transaction is an essential first step. 

Our proprietary Cultivate™ TRA has been developed over many years through direct involvement in dozens of healthcare transactions and will include the following primary analyses:

Our proprietary Cultivate™ TRA has been developed over many years and through involvement in dozens of healthcare transactions and will include the following primary analyses:

  • Seller goal and objective review
  • Prospective buyer profiling
  • Multi-year financial and “volume driver” trend analysis
  • Identification of appropriate normalization adjustments
  • Preparation of multi-year projections and key assumptions
  • Preliminary market pricing guidance
  • Information “gap” analysis
  • Guidance on legal representation
  • Identification of action items and preparation of the TRA Plan

Learn more about our Transaction Readiness Assessment by calling (888) 464-8175 or by filling out our online contact form.

Certain Principals of Root Partners are licensed investment banking agents, offering securities related services through M&A Securities Group, Inc., an unaffiliated broker-dealer. Member FINRA/SIPC4151 N. Mulberry Drive, Suite 252 Kansas City, MO 64116

Smart Healthcare Advisory. Reliable Knowledge.

Our Values Inform Our Approach

Root Partners levels the playing field for healthcare providers with expert transaction advisory services, ensuring seamless, strategic, and successful deals.

  • Do What's Right

    We believe in honesty and integrity, stewardship and accountability to our clients, our staff, and the communities we serve.

  • Solution-Oriented

    We help clients find objective, defensible solutions for transactions and financial arrangements involving the Stark Law and Anti-Kickback Statute.

  • Constant Learning

    We maintain deep expertise through ongoing education, research, and active involvement in healthcare trade organizations.

  • People First

    We prioritize the human element in everything we do, acting with kindness, respect, and appreciation in our interactions.

  • For Hospitals, Health Systems, Physicians, & Health Lawyers Resources & Insights Recent Articles & Presentations

    We’ve compiled valuable resources to simplify your search for solutions, including FAQs, presentations, and articles.

  • We Know Our Clients By Name Who We Serve Trusted Valuation and Transaction Advisory Services

    Root Valuation provides tailored valuation and advisory services to healthcare organizations nationwide, with flexible fees to ensure compliance and stay within budget.

  • Your Trusted Transaction Advisory Firm Why Choose Us What Sets Root Partners Apart?

    Our mission is to offer a unique experience through a consultative approach and a business ethos grounded in our four core values.

Serving Healthcare Organizations Nationwide

Almost 20 Years In the Industry
  • Davita
  • Dispatch
  • Foley
  • Geisinger
  • GW Medical
  • Hall Render
  • Polsinelli
  • Genesis
  • SurgCenter
  • SCL Health
  • Merritt
  • HCA Healthcare
  • Indiana University Health

    Healthcare Deals Done Right

    Experience You Can Trust

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