Date: Tuesday, August 27, 2019
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Featuring  (click image for bio)

Jessica Bailey-Wheaton
Health Capital Consultants
Todd Zigrang
Health Capital Consultants

About This Program

With the emergence of value-based reimbursement, such as accountable care organizations (ACOs), clinically integrated networks (CINs), and bundled payment models, which rely on achieving the “Triple Aim” of healthcare at lower cost, U.S. hospitals and other service providers are increasingly looking to change how services are being delivered by seeking more collaborative relationships with physicians. The rise of these emerging healthcare organizations (EHOs) to address value-based reimbursement initiatives has led to a growing number of complex transactions in the healthcare delivery marketplace, accompanied by increased federal and state regulatory scrutiny regarding the legal permissibility of these arrangements. Now, more than ever, conducting a level of due diligence appropriate to the scope and complexity of a given assignment is critical to the transactional risks (financial, operational, and regulatory) that may impact the development and defensibility of the valuation opinion. Join valuation expert Todd Zigrang and attorney Jessica Bailey-Wheaton for a discussion of the due diligence process of a healthcare transaction within the Four Pillars of Healthcare Valuation (i.e., regulatory, reimbursement, competition, and technology). They'll also provide participants a wealth of tips on publicly available resources to facilitate the process, as well as how to work with clients to obtain the requisite entity-specific data.


  • Unique Characteristics of the U.S. Healthcare Industry
  • Overview of Due Diligence Process
    • General Research
    • Specific Research
  • Due Diligence in the Context of the “Four Pillars”
    • Regulatory
    • Reimbursement
    • Competition
    • Technology
  • Conclusion

Learning Objectives

  • Describe the regulatory and compliance issues arising from healthcare transactions that are necessitating the increased importance of the due diligence process
  • Define the two distinct classes of information required for the due diligence and explain its applicability to the healthcare valuation process
  • Identify sources of information that will allow for the appropriate level of analysis required of a transaction in the changing healthcare industry and of the development of a credible valuation opinion

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Accounting Technical)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.

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