Targeting Reports for Mergers & Acquisitions and Market Expansion – All Phases

Whether you’re looking for merger & acquisition targets in a given geography, trying to determine where to target your market expansion efforts, or conducting due diligence, we have three different report sets that can help:

Know where you are targeting?

The Provider Listing Reports include all the providers in that marketplace and contain key information about each one.  The reports give you all the information you need to conduct an exploration on your own and contact the prospect – without the involvement (and consequently higher cost) of a broker.

Key information included:

  • Organization size in terms of activity, revenues and employees by discipline
  • Contact information including address, phone and Medicare contact
  • Organizational status, such as part of multi-site organization, non-profit, governmental governance or facility-based
  • Applicability of three year rule for HH agencies
  • Fiscal year end
  • Deficiency and accreditation status
  • Corporate affiliation
  • Key contact name, phone and job title for better targeting

See a Sample Report:

Need to narrow it down geographically?

The Market Screening Reports provide an overview on the post-acute market for your selected geographies, giving you a jump start on your market investigation.  Find our which markets are attractive for expansion from a market dynamics and competitive perspective, before you waste your time going down a blind alley.  You can also compare one market to another to determine which markets to target.

Key information included:

  • Market Share
  • Visit Activity
  • Demographics
  • Diagnosis Info
  • Referral Sources
  • Discharge Info
  • Medicare Episodes
  • Market Size
  • Facility versus Free-standing
  • Competitors (number of)
  • Managed Care Percentage
  • Re-cert Rate
  • Average Case Weight
  • Penetration Rate

See a Sample Report:

Don’t want to make a mistake?

The Market Profile Reports are particularly useful in assessing the viability of specific providers during the acquisition due diligence process or before.  These reports provide detailed information on the home health, hospice and skilled nursing elements of the marketplace of interest, so you can accurately assess which markets offer the most potential for expansion and growth.  They are also useful in the pre-Letter of Intent stage to identify issues which could impact the purchase price.  And, the reports can highlight anything which could be a “red flag” from a compliance perspective.  Once the due diligence process is underway, this information could help assess the prospects for organic growth and highlight areas of investigation for the chart review.

Key information included:

  • Market Share
  • Visit Activity
  • Demographics
  • Diagnosis Info
  • Services Type
  • Discharge Info
  • Billing Code

See a Sample Report: