Financial Advisory & Valuation Solutions
Wellspring+Stockamp is a leading provider of strategic, financial and valuation advisory services specifically tailored to the healthcare industry. Our Financial and Valuation Advisory Services group provides established expertise in transaction due diligence and valuation, corporate compliance, financial reporting, and strategic analysis.
What Sets Us Apart
Wellspring+Stockamp is committed to providing clients with an independent and objective view of the merits and risks of transactions. Our advisory group is a full-service valuation firm with a professional staff that includes a full complement of financial, real estate, and equipment consultants. We have the ability to value all types of healthcare organizations and their underlying assets.
Our clients include hospitals, physician practices, health systems, ambulatory surgery centers, diagnostic imaging centers, laboratories, dialysis centers, long-term care facilities, medical office buildings, and all types of ancillary operations. Over the past few years, we have consulted on more than 500 engagements in the healthcare industry.
Our services are typically provided for compliance purposes, as part of a transaction or joint venture, for tax and financial reporting purposes, or for litigation support. We work as a collaborative team with accountants, attorneys, investment bankers, and senior management.
A Comprehensive Approach
Our teams have extensive transaction expertise and resources to ensure transactions are accretive, compliant, and strategically supported. We assist management, boards of directors, special committees, and other fiduciaries to determine whether a transaction is within market and fair market value parameters.
Our approach includes thorough due diligence, analysis of synergies (if any), detailed financial scenario analyses, valuations, an assessment of transaction implications, reverse due diligence, and ROI assessments and recommendations. Our strategic planning services assist clients in valuing business enterprises, equity, debt, and derivative securities for planning and decision-making.
Our team possesses significant experience with relevant financial reporting issues, including intangible asset valuations in accordance with FASB ASC 805 (formerly SFAS 141R) and FASB ASC 350 (formerly SFAS 142), accounting pronouncements related to business combinations, and other tangible assets. We also provide valuation services related to SEC reporting. Our transaction advisory services include objective advice in both the sell-side and buy-side scenarios.
Specific services include:
- Business enterprise and securities valuations
- Real estate and equipment valuations
- Intangible asset valuations
- Transaction due diligence studies
- Cost segregation studies
- Facility life analysis
- Mergers & acquisitions advisory services
- Strategic alternatives
- Merits & risks
- Intellectual property
- Joint ventures
- SWOT analysis
- Pro Forma analysis
- Sensitivity/Scenario analysis
- Synergy assessments
- Physician compensation
- Services & management agreements
- Litigation support
- Real estate tax appeal