CHAPTER 10
Planning and Process for Healthcare Valuation Engagements
10.1.2 Establishing and Maintaining Attorney-Client Privilege
10.1.3 Executing a Confidentiality/Nondisclosure Agreement
10.1.4 Identify Parties Who May View and Discuss Draft and Final Report
10.1.5 Establishing and Maintaining Valuator Independence
10.1.6 Identify the Objective, Purpose, and Use of the Appraisal
10.1.7 Identify the Scope of the Valuation Assignment
10.1.8 Define the Property to Be Appraised
10.1.9 Identify Any Conditions or Restrictions of the Appraisal Assignment
10.1.10 Valuation “As of Date,” Effective Date of the Valuation Analyst's Opinions and Conclusions
10.1.11 Standard of Value to be Used in the Appraisal
10.1.12 Premise of Value to Be Utilized in the Appraisal
10.1.13 Obtain Preliminary Legal/Organizational and Transaction Documents
10.1.14 Development of Preliminary Summary of Relationships/Transaction Schematics
10.1.15 Prepare and Submit Document and Information Request
10.1.16 Budget Required for Completion of the Engagement
10.1.17 Draft the Engagement Agreement
10.1.18 Identify the Project Team for the Engagement
10.2 Developing the Valuation Opinion
10.2.1 Conducting Appropriate Due Diligence
10.2.3 Developing the Valuation Report
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