We provide detailed financial reviews, validating revenue, margins, and cash flow while identifying risks in billing practices, payor mix, and growth assumptions. Our analysis equips buyers with confidence and gives sellers a clean, defensible financial story.

Our team conducts structured chart reviews and outcome assessments to evaluate coding accuracy, documentation standards, and compliance with CMS regulations. This ensures clinical quality, reduces audit risk, and highlights opportunities for improved patient outcomes.

We assess day-to-day workflows, staffing models, and technology utilization to identify inefficiencies and scalability risks. By reviewing scheduling, intake, and branch structures, we highlight where operations may hinder or accelerate growth.

We evaluate agency adherence to federal and state requirements, survey readiness, and HIPAA safeguards. Our review uncovers regulatory exposure and gives both buyers and sellers a clear understanding of compliance strengths and gaps.