Transaction Advisory Services

Transaction Advisory


Haverford Healthcare Advisors’ professionals bring an experienced and unbiased perspective to help physicians and healthcare business owners successfully complete transactions and achieve their objectives.

Our team has a deep understanding of the economics and the operations of hospital- and office-based specialty physician practices and healthcare services companies.

We have assisted our clients in the completion of over 100 transactions involving healthcare service companies over the past 35+ years representing billions of dollars of transaction value.

Our clients are located throughout the United States and our transaction values typically range from $5 million to $250 million.

We can help you understand the value of your specialty physician practice or healthcare services company and what a transaction with a national consolidator or private equity firm means for you and your partners.

We guide our clients through the entire transaction process, including:

  • Educating owners regarding all aspects of a potential transaction
  • Assisting owners in defining their objectives
  • Developing a marketing strategy
  • Preparing a confidential information memorandum
  • Conducting a business / practice valuation
  • Identifying and qualifying potential buyers
  • Evaluating proposals
  • Orchestrating due diligence
  • Negotiating and closing the deal

FAQs on Healthcare Business Valuation

Transaction Advisory Services are professional services provided to clients during mergers and acquisitions (M&A) and other types of transactions. These advisory services typically include financial services, strategic and operational support, due diligence, negotiation, and related transaction support to help our clients achieve their objectives.

Haverford Healthcare Advisors (HHA) is a transaction advisory and business valuation firm that provides transaction advisory services to specialty physician practices and healthcare services companies.

Our team of experienced professionals has a deep understanding of the economics and operations of hospital and office-based specialty physician practices and healthcare services companies.

‍A potentially simpler way to understand HHA is as a team of healthcare M&A advisors.

HHA works with specialty physician practices and healthcare services companies of all sizes located throughout the United States. Our clients typically have transaction values ranging from $5 million to $250 million. If your healthcare company fits into this demographic, we’d be happy to help.

Haverford Healthcare Advisors offers healthcare transaction advisory services and business valuation services for specialty physician practices and healthcare services companies.

We guide our clients through the entire transaction process including educating owners regarding all aspects of a potential transaction, assisting owners in defining their objectives and developing a marketing strategy, preparing a confidential information memorandum, and negotiating and closing the deal.

HHA can help a physician or healthcare business owner understand the value of their company by conducting a business/practice valuation. This process involves analyzing historical and projected trends in financial statements, key operating performance metrics, assets, liabilities, market potential, and numerous other factors to determine the business/practice’s fair market value.

A Confidential Information Memorandum (CIM) is a document prepared by HHA that provides potential buyers with a detailed overview of the healthcare business that is available for sale.

The CIM includes information such as the company’s history, financial performance, market position, competitive landscape, and growth prospects. The CIM is shared with a potential acquirer only after they have signed a confidentiality agreement.

We help negotiate and close a deal by working with our clients to develop a strategy that aligns with their objectives. Our team can also assist with evaluating proposals and identifying potential risks associated with the transaction.

The benefits of using a transaction advisory manager include the following:

 Having an experienced and unbiased expert’s perspective on the transaction.

 Receiving guidance and support throughout the process.

 Increasing the probability of successfully completing the transaction.

Due Diligence is the comprehensive assessment of a business undertaken by a prospective buyer. The due diligence process involves investigating and verifying the information provided by the seller during a transaction. This process is designed to identify any potential risks or issues that may affect the value of the business or the transaction itself. HHA assists our clients to successfully navigate all aspects of the due diligence process.

HHA can assist with business strategies by providing strategic and operational support throughout the deal process. We can also help identify potential growth opportunities and develop a customized strategy to achieve the client’s objectives.

HHA has a proven track record of effectively providing various transaction advisory, advice, and business valuation services to various healthcare service organizations.

We also have specialized knowledge and experience in providing transaction advisory and business valuation services to a variety of specialty physician group practices.

HHA provides transaction advisory and business valuation services to various healthcare services companies and specialty physician group practices.

This includes companies in operating in areas such as clinical laboratory and diagnostic imaging services, as well as specialty physician practices including pathology, anesthesiology, and radiology practices among others.

Haverford Healthcare Advisors’ clients include small, mid-sized, and large healthcare enterprises throughout the United States, and our professionals have completed hundreds of projects involving healthcare services companies nationwide.

If you are one of the many healthcare business owners asking this question, that means you likely have thought about selling your practice. Once you have made the decision that you want to explore selling your practice, you should reach out to a member of our team for the next steps to help guide you through the sale process.

You can reach out to one of our specialists either by email or through the contact form found on our contact page. We are ready to help you achieve your goals whether that be to maximize your practice’s value or maximize relationships with the best new managing director of your practice.

Contact us today

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