Mergers + Acquisitions Support

The term Mergers & Acquisitions (M&A) is most commonly used to describe the consolidation of companies, or assets, through various types of financial transactions. When the parties are negotiating the terms of the deal and are seeking a fair financial solution, both parties rely on a consistent and honest assessment of the value of the business.

Accurate assessments to support M&A initiatives are essential in every industry sector, in companies large and small, whether privately-owned or publicly-held, and we are proud to have a well-earned reputation for having cultivated a robust range of valuation capabilities.

Monica Kaden, Managing Director Forensic + Valuation Services, brings her broad and deep experience in the healthcare area to enhance and expand the firm’s existing real estate and machinery and equipment expertise. Monica specializes in:

  • Valuing medical practices for acquisition and sale, including private equity offers
  • Preparing valuation reports that comply with specific health care laws specific to healthcare transactions, agreements and compensation, including the Federal Anti-Kickback Statute and Stark Law
  • Serving as a financial expert in litigation matters regarding health care matters; has qualified as an expert in healthcare litigation matters
  • Valuing pharmacies, dental practices, imaging centers, and more
  • Valuing urgent care centers and ambulatory surgery centers for acquisition and sale purposes
  • Valuing management service agreements and professional service agreements, and physician compensation for compliance with laws and to ensure at fair market value
  • Reviewing private equity offers received to consult whether a good deal or not for physicians

Our valuation professionals are well versed across all sectors and are prepared to help every client with all of their valuation needs. 

Related Resources
Nonprofit + Social Services   Articles
Preparing for an Audit
An audit takes place annually when your nonprofit’s professional auditors conduct a careful and structured process to confirm that…
Nonprofit + Social Services   Articles
Black Friday, Small Business Saturday, and….Giving Tuesday: Looking Forward to One of the Most Generous Times of the Year
In the nonprofit space, Giving Tuesday is one of the most important times of the year in terms of…
Nonprofit + Social Services   Articles
Internal Controls – Moving Forward
As the world moves from a COVID-environment to a post-COVID environment, nonprofit organizations need to consider how their financial…
Related Services View All
Data Analytics + Managerial Reporting
We leverage our analytical skills and knowledge to take clients from “what is” to “what’s to come,” and importantly, “what to do next.” We advise you on how smart, data-driven decisions can help you improve performance efficiency, control inventory, adapt to marketplace disruptions, and gain meaningful competitive advantages.
Mergers + Acquistions
Our “cradle-to-grave” philosophy puts SobelCo in an advantageous position to assist your business in key transitions at any stage of its lifecycle. From due diligence to deal structure and agreements, our objective is always to help you find the best fit for M&A consideration.
HR Consulting
At SobelCo, we know it’s people who make any business successful. Our consultants work with HR departments reguardless of your industry to plan and implement employee-related solutions that align with your business strategy.
Related Industries
Entrepreneurial + Family-Owned Business
We build legacies, guiding and supporting clients throughout their business lifecycle with strategic insights, cutting-edge technology, and responsive personal attention.
Financial Services
With the advice from our experienced team, decision-makers can leverage change and illuminate opportunities to drive profitably.
Manufacturing + Distribution
In today’s shifting landscape, count on our industry experts for objective advice and innovative solutions to increase operational efficiency and gain a competitive edge.

Next Up

INDUSTRIES WE SERVE

INDUSTRIES WE SERVE