How to Value a Healthcare Company

Our Healthcare Valuation Process

Phase 1 Valuation:

• Our healthcare team understands your business and can complete a valuation report with minimal effort on your part.
• We will need income statements for the past two years. We will also need your most recent balance sheet.
• Phone conversation with the owner to understand the current business and future opportunities.
• Analysis of the financial statements and any adjustments necessary to compare the company to similar businesses.

Phase 2 Valuation (Phase 1 steps plus the following):

• Phone conversation with the owner to assist in projecting three years of EBITDA and capital needs.
• Additional information on the company and the industry.
• Includes a compressive financial model to support the valuation.

Phase 3 Valuation (Phase 1 and 2 steps plus the following):

• Valuation content is generally determined by the company's attorney or the court.
• Report involves information from the Phase 2 valuation as well as extensive research.
• Each party in the lawsuit submits a valuation which is then negotiated by the company's attorney or our expert witness.