Consultant Services

CLINICAL CONSULTING SERVICES

Our team now includes those professionals that can help you with starting a home health agency or a hospice agency from scratch or taking that license through its accreditation survey. We have developed key proprietary systems that in conjunction with your existing knowledge base can create results.

Our philosophy when it comes to consulting is to help you understand the mechanics and the theory behind creating the operational mandates. Our team would like to create a mentorship program with you so that all sides will have a positive long-term outcome.

Here is a list of items that we can do with you:

• Accreditation (CMS) (CDPH) (AO)
• Change of Location (CHOL) Applications (CMS) (CDPH) (AO)
• Change of Ownership (CHOW) Applications (CMS) (CDPH) (AO)
• Clinical Laboratory Improvement Amendments (CLIA) Initial
• Clinical Laboratory Improvement Amendments (CLIA) Update
• Education & Orientation
• Licensing (CDPH) (No HR) (No P&P)

• Licensing to Accreditation (CMS) (CDPH) (AO)
• National Plan & Provider Enumeration System (NPPES) Initial
• National Plan & Provider Enumeration System (NPPES) Update
• Plan of Corrections (Dependent on Survey Results)
• QA Patient Charts & QA HR Files
• Re-Accreditation Survey – Readiness
• Start Up – Office Set Up – P&P, Office Binders, Office Forms

Here is a list of items that we can develop together:

• Agency Bylaws
• Agency Valuation Fee
• Business License (City)
• Corporate Book (Order New Book/Update New Book)
• Corporate Meeting Minutes to Sell Entity
• Corporate Meeting Minutes for New Purchase
• Employment Development Department (EDD) Set-Up
• Education & Orientation (per hour)
• Fictitious Name Statement (FBN) Update

• Agency Logo Creation (Three Choices)
• Meeting Minutes to Sell Agency
• Plan of Corrections (Dependent on Survey Findings)
• S-Corp Election – Form 2553
• Secretary of State (SOS) – Statement of Information Update
• Social Media Account (Per Platform fee)
• SS-4 Set-Up / Obtain EIN
• Start Up – Office Set Up – P&P, Office Binders, Office Forms
• Surety Bond, Liability Insurance, Workers Compensation

BUSINESS VALUATION

The art of healthcare business valuation can take the form of many valuation models, assumptions, valuation tools that use sophisticated algorithms. We at Healthcare Biz Brokers will walk you through creating a business valuation based on a number of variables which would include your past financial performance, your goodwill, the marketplace and more.

Your past financial performance will be a good starting point for many investors looking at acquiring your business. We will use recasting and a set of grounded assumptions to help you create those variables that buyers are looking for when analyzing your financial statements. We take it a step forward by helping our clients to identify what is termed goodwill. Goodwill can take on many forms.

Some examples of goodwill will be:

• Agency Branding
• Agency Key Employees
• Agency Niche Markets
• Managed Care Contracts

• Agency Specific Referral Resources
• Positive Financial Ratios
• Agency Marketing
• Agency Social Media Presence

We at Healthcare Biz Brokers understand that valuing a healthcare business is not an easy task but we also understand that if we can help you to understand your worth, this will give you the tools needed to explain to buyers your true value.

TRANSACTION SALE DOCUMENTS

Every transaction is different. What Healthcare Biz Brokers is able to do is help you to figure out the right strategy to move forward to include the proper forms for coordinating the transaction, the timing of certain events, and the entrance/exit transition strategies. In our industry, not all agencies/facilities are created equal. It helps to have certain sale documents in place in case an issue arises. Let our team work with you and your professional team in ascertaining what direction is needed to create a healthy transaction.

If you are not being represented by a Broker and you would like to work with us on an a la carte basis, we can help.

Also, if you feel that your agency/facility would be eligible to qualify as an SBA 7a Business entity or you are a buyer looking for an SBA 7a entity, we can help.

Here is a list of items that we can develop together as a part of your specific sale:

• Bill of Sale
• Buyer Information Worksheet
• Buyer’s Disclosure
• California Consumer Privacy Act
• Deed of Trust & Note
• Due Diligence (+/- 25 Items) (Proprietary to HBB)
• Employee Estoppel Certificates
• FFE Worksheet
• Meeting Minutes to Sell Entity
• Membership Interest Purchase Addendum (Setting Specific) (Proprietary to HBB)
• Membership Interest Purchase Agreement (LLC Agreement)
• Owners Affidavit

• PRBS
• Pre-Due Diligence (+/- 25 Items) (Proprietary to HBB)
• Representative Capacity Signature Disclosure
• Request for Tax Transcripts (4506-T)
• Seller Information Worksheet
• Seller’s Disclosure
• Shareholder Authorization
• Stock Purchase Agreement (SPA)
• Stock Purchase Agreement Addendum (Setting Specific) (Proprietary to HBB)
• Transaction Due Diligence (+/- 40 Items) (Proprietary to HBB)
• Wire Fraud Advisory

We at Healthcare Biz Brokers are excited at being able to offer our services to you. Our mission is to help you succeed in your healthcare journey. We are excited at working alongside you! For more information on our consulting services, please feel free to call us at (888) 736-2911 or email us at Info@HealthcareBizBrokers.com.