Physician transactions require a deliberate and definitive process and approach to managing and maneuvering through the healthcare industry’s complex clinical, operational, financial and legal/regulatory environment. Thus, this deep dive presentation will outline and present a health system’s executive insider perspective toward effectively managing through the environment by delineating the key drivers and rationale on physician affiliation and transactional options, effective and essential steps toward effective due diligence of physician transactions, and the key and essential roles of internal and external executives, financial, valuation and legal team members, and advisors toward getting it right.
• To present the key driving factors behind why physician-health system alignment is crucial to any health system’s service delivery and operational performance now and in the future;
• To identify and outline the clinical, operational, financial/valuation, regulatory/legal due diligence steps and requirements to properly evaluate each type of physician transaction and option;
• Use of an “integrated project management and decision-matrix approach” toward managing physician transactions and options; and,
• Delineation of the roles and responsibilities of the essential due diligence team of health system executives and project sponsors and the essential use and utility of financial, valuation, legal/regulatory and other technical advisors and consultants toward getting it right.
MS, CPA/ABV, ASA, SMPE,
System Vice President,
Mercy Health Physicians