Pinnacle’s team of accredited valuation professionals provide business valuation opinions and financial advisory support to our clients for their various transactions and operations. Our team consists of an experienced and credentialed staff who work with clients on numerous arrangements which range from purchasing a business to reviewing leases, equipment, and assets. Pinnacle’s valuation team also regularly assists clients with matters related to financial reporting to further decision-making, performance, and compliance with regulatory requirements. As a leading business valuation firm, our fair market value opinions withhold scrutiny from the most challenging regulatory bodies enforcing healthcare and private benefit laws.
Transactions within the healthcare industry often involve factors such as physician ownership or not-for-profit entities. These types of issues frequently necessitate a fair market value determination to comply with numerous requirements such as the Stark Law, Anti-Kickback Statute, and IRS regulations. As the industry faces considerations such as growth in patient demand and regulatory changes, Pinnacle’s team of accredited valuation professionals supports our clients by providing business valuation opinions for transactions including mergers, acquisitions, and joint ventures. As part of this process, Pinnacle’s team works with our clients on matters ranging from valuing the entirety of business operations to appraising individual components such as fixed assets, inventory, and intangible assets. Pinnacle also provides clients with valuable insights on options to buy or sell business interests, securities, and off-balance sheet arrangements.
Our experienced team applies years of knowledge and experience in the healthcare industry to value and assess unique transactions and business arrangements. We assist clients on matters ranging from analyzing investment opportunities to performing the necessary appraisals for acquisition, licensing, or other arrangements. Pinnacle’s experienced team consistently provides a variety of transaction-related services for our clients, including:
The process of financial reporting is a critical component for documenting and communicating financial activities and performance. To ensure our clients have the necessary tools to make informed decisions, Pinnacle regularly assesses quality of earnings, which includes factors such as revenue cycle, payor contracts, and more. This type of analysis, performed during the transaction process, demonstrates an organization’s ability to sustain earnings with new ownership or management. Following the completion of a transaction, Pinnacle also advises clients on allocating the arrangement to the appropriate components on the purchaser’s balance sheet. Our team of experts bring years of experience valuing tangible and intangible assets for accounting allocation consistent with FASB Accounting Standard Codification. These financial reporting services before, during, and after transactions enable our clients to effectively assess financial health, make informed decisions, and ensure transparency.
Our team of Chartered Financial Analysts (CFAs) and Certified Public Accountants (CPAs) bring years of experience performing financial reporting and accounting allocation services consistent with FASB Accounting Standard Codification. Pinnacle assists our clients throughout the transaction process with projects that include:
Each year, the Pinnacle team performs hundreds valuation assessments which fall into the broad categories of (i) business valuation, (ii) real estate valuation, and (iii) fixed asset valuation. Our business valuation services are related primarily to transaction support requests, as discussed in the corresponding sections. Pinnacle’s property valuation services are provided by our real estate team, comprised of experts who work exclusively in the field of commercial property and real estate. Our fixed asset appraisal services involve assessing tangible assets (e.g., equipment and inventory) in various settings. Our clients and other healthcare organizations regularly invest significant capital in medical equipment used to provide and improve patient care. Pinnacle’s experienced professionals routinely support this process by performing capital equipment appraisals on machinery required in healthcare services.
Pinnacle’s team of professionals understand the complexities of the industry and can provide clients with necessary information to make informed decisions. As healthcare technology continues to develop, our clients often require assessment of the equipment necessary to stay competitive and provide patient services. As we work with clients on these matters, we often work in the context of numerous healthcare arrangements, including: