Our Capabilities

Our offerings in practice transformation, physician brokerage services, and healthcare advisory services deliver tailored, efficient and integrated care to help physicians manage Value Based Care in a shifting healthcare landscape.

Practice Asessment

Analysis Conducted

We will conduct a detailed analysis of the following components:

Practice Revenue drivers (service mix/volume, membership counts, performance and payment data),
Payor/MSO/IPA contracts,
Cost structure (fixed and variable expenses, including debt and financing costs/strategies),
Staffing Ratios/Metrics,
Profit Margin,
Growth/Marketing Strategy, and
Technology and Processes.

Standard Process

The Standardized Process we implement involves four (4) primary steps:

Due Diligence Request List and Data Room set-up: Practice to provide data from request list via data room.
Practice Questionnaire: Practice to participate in weekly meeting with AHA during Assessment Phase.
Live “Diligence” Meetings: Template agenda with recurring weekly meetings.
Access to Data: Practice to provide AHA access to certain tools (like EMR, Accounting System, etc.) where AHA can pull recurring reports.

Typical Timeline

Typical duration: 4-6 weeks

Market Asessment

Analysis Conducted

We will conduct a detailed analysis of the following components:

Identify Payors, MSOs and IPAs with largest market share, consistent quality scores, and who offer PMPM PCP Caps and Quality Bonuses, offer % of Shared Savings, and offer path to full risk,
Identify Commercial Payors with largest market share and who offer Commercial ACO with PCP Cap and/or Shared Savings,
Identify Payors who offer ACA or Medicaid products with PCP Cap and/or Shared Savings,
Identify ACOs with similar characteristics as above,
Identify Patient count, Patient Cohorts and Demographics within targeted drive times from Medical Center(s),
For each Patient Cohort, identify the sales/marketing channels that are the most effective,
Analysis of relevant competition

Standard Process

The Standardized Process we implement involves two (2) primary steps:

Build Payor, MSO, IPA, ACO, analysis via CMS and vendor data and market intel/research,
Load practice’s patient and location data into proprietary software system to complete Patient Cohort Demand/ Supply, Marketing, Hospital and Competition analysis

Typical Timeline

Typical duration: 4 weeks

Practice Transformation Strategy

Analysis Conducted

We will conduct a detailed analysis of the following components:

Identify Payors, MSOs and IPAs with largest market share, consistent quality scores, and who offer PMPM PCP Caps and Quality Bonuses, offer % of Shared Savings, and offer path to full risk,
Identify Commercial Payors with largest market share and who offer Commercial ACO with PCP Cap and/or Shared Savings,
Identify Payors who offer ACA or Medicaid products with PCP Cap and/or Shared Savings,
Identify ACOs with similar characteristics as above,
Identify Patient count, Patient Cohorts and Demographics within targeted drive times from Medical Center(s),
For each Patient Cohort, identify the sales/marketing channels that are the most effective,
Analysis of relevant competition

Standard Process

The Standardized Process we implement involves three (3) primary steps:

Develop Practice Transformation Strategy as based on the knowledge gained during the Practice Assessment and Market Assessment processes,
Document Practice Transformation Strategy into a Timeline and Project Management Tool, highlighting highest ROI activities,
Present Practice Transformation Strategy to Practice for feedback and buy-in

Typical Timeline

Typical duration: 2 weeks

Practice Assessment

Develop understanding of practice’s operations, financial results, performance drivers, and location analytics.

Market Assessment

Develop understanding of market opportunities, competitive threats, payor landscape, health system landscape, patient dynamics and service demand.

Practice Transformation

Strategy

Develop and document the Practice Transformation Strategy and Business Plan and present to practice for implementation.

Practice Transformation Installation

Execute the Practice Transformation Strategy developed during the Practice Assessment and Practice Transformation Strategy phases.

Practice Transaction Brokerage Services

Support the practice through a sale while maximizing economics & deal terms. Coordination with legal advisors.

Analysis Conducted

We will conduct a detailed analysis of the following components:

Identify Payors, MSOs and IPAs with largest market share, consistent quality scores, and who offer PMPM PCP Caps and Quality Bonuses, offer % of Shared Savings, and offer path to full risk,
Identify Commercial Payors with largest market share and who offer Commercial ACO with PCP Cap and/or Shared Savings,
Identify Payors who offer ACA or Medicaid products with PCP Cap and/or Shared Savings,
Identify ACOs with similar characteristics as above,
Identify Patient count, Patient Cohorts and Demographics within targeted drive times from Medical Center(s),
For each Patient Cohort, identify the sales/marketing channels that are the most effective,
Analysis of relevant competition

Standard Process

The Standardized Process we implement involves these components:

Review the Transformation Strategy timeline and project management tool on a weekly basis
Recurring Analysis of KPIs and Financials
VBC Performance KPIs
Focus on high margin/ROI Services and Patient Cohorts
Renegotiate and enter into Payor, MSO, IPA, ACO, Etc. Contracts
Implement VBC Management Tools and Processes
- EMR and HCC Coding Solutions
- Quality and Care Management Protocols
- Referral and Pharmacy Management

Typical Timeline

Typical duration: 6 to 9 months

Practice Transaction Brokerage Services

Analysis Conducted

We will conduct a detailed analysis of the following components:

Identify Payors, MSOs and IPAs with largest market share, consistent quality scores, and who offer PMPM PCP Caps and Quality Bonuses, offer % of Shared Savings, and offer path to full risk,
Identify Commercial Payors with largest market share and who offer Commercial ACO with PCP Cap and/or Shared Savings,
Identify Payors who offer ACA or Medicaid products with PCP Cap and/or Shared Savings,
Identify ACOs with similar characteristics as above,
Identify Patient count, Patient Cohorts and Demographics within targeted drive times from Medical Center(s),
For each Patient Cohort, identify the sales/marketing channels that are the most effective,
Analysis of relevant competition

Standard Process

The Standardized Process we implement involves these components:

Develop Confidential Information Memorandum (CIM) and Teaser,
- Clearly demonstrate practice’s historical growth, pro forma EBITDA,
- Capture EBITDA adjustments based on changes to contractual rates if applicable,
Build Data room during Practice Transformation Process,
Shop Transaction (Distribute Process Letter, Teaser and NDA to PCP Aggregators (buyers),
- Negotiate LOIs and select best overall deal (weighing economics, deal terms and ability of buyer to complete transaction),
Manage Transaction Process
- Communicate with buyer during weekly calls,
- Communicate with 3rd party due diligence providers,
- Move deal documents forward,
- Provide guidance on tax efficiency of transaction in conjunction with seller’s tax/financial advisor
- Develop transition / integration plan upon deal close

Typical Timeline

Typical duration: 5 Months

(2 months for go-to market and LOI, 3 months to complete transaction)