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Healthcare Valuation: The Financial Appraisal of Enterprises, Assets, and Services, Volume 2 by Robert James Cimasi

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CHAPTER 10

Planning and Process for Healthcare Valuation Engagements

10.1 Defining the Engagement

10.1.1 Identifying the Parties to the Engagement, Conducting an Appropriate Conflict Search, and Maintaining Privilege

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

10.2.2 Preparing the Analysis

10.2.3 Developing the Valuation Report

10.2.4 Post-Engagement and Record Retention

10.3 Conclusion

10.4 Key Sources ...

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