Grassi Healthcare | Investor Support | Representative Engagements
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Services

Investor Support

  • Multi-state Specialty Medical Provider (Greater than Ten States)

    Project Description: Provided technical advisory services for the selection and implementation of lock-box deposit solution for the enterprise, and the proper fund flow in processing receivables.

    Results / Value Proposition: Improvement of processes with standardization and assurance of compliance requirements met.

  • Private Equity Purchasing Health Staffing Agency

    Project Description: Provided limited due diligence with focus on human resource requirements and staff credential file completeness.

    Results / Value Proposition:
     Understanding of risk associated with acquisition and development of operational improvement priorities for post-sale.

     

  • National Multi-state Specialty Medical Provider 

    Project Description: Provided technical advisory services for processing of revenue and relevant accounting across the enterprise, including review of revenue cycle in two remote processing locations.

    Results / Value Proposition: Improvement of processes with standardization and assurance of compliance requirements met.

  • Commercial Real Estate Broker (Regional Office of National Firm)
     

    Project Description: Provided assistance in the targeting of potential acquisitions of healthcare related enterprises in support of their clients seeking to make investments.  Targeting included initial review of financial and operational aspects of the business, and facilitation of introduction of owner to prospective purchaser.

    Results / Value Proposition: Identified and evaluated a number of opportunities and made introductions.

  • Home Health Agency Quality of Earnings Review
     

    Project Description: GHA provided the quality of earnings analysis and review of the target’s compliance plan in support of a transaction analysis and valuation performed by Grassi & Co. CPAs.

    Results / Value Proposition: Purchaser was able to make an appropriate offer based on information provided by this engagement.