Health care organizations operate in a complex environment shaped by reimbursement pressure, regulatory change, technology risk, workforce demands, consolidation and private equity investment. PKF O’Connor Davies provides accounting, assurance, tax and advisory services to hospitals, health systems, managed care organizations, skilled nursing facilities, diagnostic and treatment centers, home health agencies, physician groups, specialty providers and other health care organizations. We help leaders strengthen financial reporting, manage compliance, improve performance and evaluate growth and transaction decisions.
Health Care Advisors for Complex Organizations and Transactions
Our Health Care practice works with both for-profit and not-for-profit organizations across the provider and payor landscape. We bring industry perspective to the financial, tax, reimbursement and operational issues that affect sustainable performance, governance and access to capital.
For organizations pursuing acquisitions, consolidation or private-equity-backed growth, our professionals coordinate financial, tax and advisory capabilities to support informed decisions before, during and after a transaction.
Meet Our Professionals
Keith Solomon
Dorothea A. Russo
Kerry A. Serritella
David J. Goodman
Vincent Abbruzzese
Patricia Ciardullo
Scott Edison
David Marks
Accounting, Tax and Advisory Services for Health Care Organizations
Accounting and Assurance
Our accounting and assurance services for health care organizations include:
- For-profit and not-for-profit audits
- Financial reporting and budgeting support
- Internal control assessment and remediation
- Preparation of Medicaid and Medicare cost reports
- Conversion and analysis of reimbursement data
- Project cost certification
- Governance support for audit committees and boards
Tax Planning and Compliance
Our tax professionals help health care organizations address:
- Federal, state and local tax compliance and consulting
- Tax planning for for-profit and tax-exempt organizations
- Unrelated business income analysis
- Compensation, employee benefits and qualified plan reviews
- Tax considerations for acquisitions, consolidations and restructurings
- Entity and transaction tax planning
Advisory Services
Our advisory services support operational improvement, transactions and long-term growth through:
- Strategic planning and operating performance improvement
- Outsourced finance and CFO-level support
- Transaction due diligence and acquisition support
- Private equity and platform-growth advisory
- Consolidations and post-transaction planning
- Valuations and feasibility studies
- Technology risk management and cybersecurity advisory
- Distressed health care organization advisory
- Litigation support and risk mitigation
- Certificate of Need support
Health Care Experience Across Providers, Payors and Platforms
Our professionals serve organizations throughout the health care ecosystem, allowing us to understand how reimbursement, regulation, financial reporting, technology and transaction activity affect different operating models.
- Hospitals and health systems
- Skilled nursing facilities
- Diagnostic and treatment centers
- Managed care organizations and other payors
- Home health care agencies
- Medical and dental practices
- Specialty providers and ambulatory organizations
- Private-equity-backed platforms and portfolio organizations
Explore our dedicated Medical Practices and Dental Practices pages for practice-specific services.
Health Care Transactions and Private Equity
Health care transactions require careful attention to financial quality, reimbursement, tax structure, operational risk and integration. PKF O’Connor Davies supports health care organizations, investors and private-equity-backed platforms with due diligence, valuation, transaction planning and operational advisory services designed to clarify risks and opportunities.
Learn more about our Transaction Advisory, Valuation and Private Equity capabilities.
Discuss Your Health Care Organization’s Priorities
Whether your organization is strengthening reporting, navigating reimbursement and compliance, improving operations or evaluating a transaction, contact our Health Care team to discuss how we can help.
FAQs
What types of health care organizations does PKF O'Connor Davies serve?
The Health Care practice serves for-profit and not-for-profit organizations, including hospitals, health systems, skilled nursing facilities, diagnostic and treatment centers, managed care organizations, home health agencies, medical and dental practices, specialty providers and private-equity-backed platforms.
What accounting, tax and advisory services are available to health care organizations?
Services include accounting and assurance, financial reporting, tax planning and compliance, reimbursement support, operational improvement, cybersecurity, outsourced finance, transaction due diligence, valuations and private equity advisory.
Can PKF O'Connor Davies support health care acquisitions and private equity transactions?
Yes. The team supports health care organizations, investors and private-equity-backed platforms with financial and tax due diligence, valuation, transaction planning, risk assessment and operational advisory services.
Can the team assist with reimbursement and health care regulatory matters?
The current service scope includes Medicaid and Medicare cost reports, reimbursement-data analysis, hindsight reviews, Certificate of Need support and related financial and compliance considerations. Specific needs should be discussed with the Health Care team.