Health Care & Life Sciences

• Provided valuation and consulting services to the owners/physicians of a family medical practice for a buy-sell transaction between current and prospective partners.
• Determined fair market value of a specialty physician management company that manages, operates and develops cardiac catheterization labs and ambulatory surgery centers.
• Engaged by the potential buyer for the appraisal of a specialty compounding pharmacy located in a medically underserved area for buy-sell negotiations with current ownership.
• Analyzed a large block of shares of a publicly-traded clinical-stage gene therapy company that is focused on developing a new approach to treat cancer. Determined an appropriate blockage discount related to Rule 144 restrictions and trading volume of the stock.
• Performed complex engagement for estate tax purposes that involved several entities holding interests in various operating businesses related to one of the largest U.S. closely-held providers of assisted living, independent living, and memory care (or continuing care retirement communities), their operators, owners, and developers.
• Valued medical clinic chain with locations in three states for estate purposes. Successfully prevailed in defending our value conclusion in mediation against two other valuation firm opinions.
• Determined the value of an endodontics/dental practice for mediation purposes, which included taking into consideration the allocation of personal goodwill and corporate goodwill.
• Appraised several premium, Class A assisted living facilities with considerably complex organizational structures.