Overview

90% of physician practice merger and acquisition transactions fail to reach their financial goals (for either side). The reasons vary: 

  1. Unrealistic expectations of practice value by the physician
  2. Underestimation of cost and financial performance by the purchaser
  3. Integration of EMRs and technology infrastructure
  4. Inadequate operation optimization
  5. Overvaluation of physician accounts receivable
  6. CPT coding issues

Learn from medical M&A experts how to avoid the pitfalls and maximize your profit potential.  

Learning Objectives

  • The regulatory constraints covering a practice sale and personal services agreement
    (PSA)
  • Maximizing practice or personal value
  • Implications of a transaction on office leases and staff
  • Evaluating fair market value  

Faculty

David Audibert, CPA/CVA/MBA

Mr. Audibert’s healthcare experience spans a broad spectrum of healthcare service providers, operators, and investors. He is the former CFO at Origin Healthcare Solutions (a revenue cycle management organization) and has been an investor in numerous healthcare companies across the country. 

Brad Mondschein, J.D.

An attorney in private practice for more than 25 years, Mr. Mondschein has represented numerous entities in the purchase of businesses, the sale of assets, and in the complex transactions that arise in the course of these activities. He has represented a number of health care providers in transactions involving practices and ASCs.

Audibert and Mondschein are principals in akiro, a national consulting firm that helps facilitate complex medical transactions and acquisitions. www.akiroconsulting.com  


Fine Print

Internet Explorer (version 9.0 and above) is the minimum supported browser for Pri-Med Online eCME activities. Your Internet settings should be set to accept cookies and JavaScript. If cookies and/or JavaScript are disabled, the site may not function properly. A high-speed Internet connection (DSL, cable modem, or LAN-based) is not required; however, it is recommended for faster download times.

The opinions, ideas, and recommendations expressed in this educational activity are those of the faculty only and are not necessarily endorsed by, nor do they necessarily reflect, those of their affiliated institutions, Pri-Med Institute, Pri-Med Institute Advisory Boards and Consultants, DBC Pri-Med, LLC.

Clinical judgment must guide each clinician in weighing the possible risks, benefits, or contraindications of any diagnostics, interventions or treatments discussed. Clinicians should review manufacturers’ product information and consider these with the recommendations of other authorities when applying the assessment and/or clinical management strategies discussed in this activity to the care of their patients.

Pri-Med Institute educational activities are developed and conducted in accordance with the ACCME's Essential Areas and Policies. It is the mission of Pri-Med Institute to develop and present educational activities that are timely, fair-balanced, scientifically rigorous, and that serve to improve patient outcomes. To that end, we welcome your comments about how to better serve your needs.

Pri-Med Institute Accredited Provider
Pri-Med programs are owned and operated by DBC Pri-Med, LLC, a division of Diversified Communications, Inc. Pri-Med Institute, the accredited division of Pri-Med, is accredited with commendation by the ACCME and approved as a provider of continuing education by the AANP. Pri-Med Institute is the accredited provider for this activity.

Disclosures and Conflict of Interest
Pri-Med Institute requires all individuals in a position to influence educational content for Pri-Med Institute-certified CME/CE activities to disclose relevant personal financial relationships with commercial interests prior to contributing to its educational activities. Pri-Med Institute assesses disclosed relationships and follows a defined process to resolve real or implied conflicts to ensure, to the best of its ability, that all educational content is free of commercial bias. Financial disclosures are listed in the activity syllabus and will also be printed on the slides and announced at the start of each presentation.

Discussion of Off-Label Uses and Investigational Products
During the course of their presentations, the faculty may mention uses of products that have not been approved in the United States for the indication(s) being discussed. All presenters are instructed to notify participants when they are discussing unapproved uses or investigational agents. In addition, specific slides will include notation of the off-label use or investigational agent being discussed. Views presented related to unapproved uses of products are solely those of the presenter(s) and are not endorsed by Pri-Med Institute or DBC Pri-Med, LLC.

Questions? If you have questions about this activity, please email support@pri-med.com or call (877) 477-4633.