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SovDoc healthcare M&A advisors discussing assisted living facility mergers and acquisitions strategy around a conference table, with ALF building visible in background - representing medical practice transaction advisory services.

Selecting the Right Auditor for Your Assisted Living Facility Practice Transaction

When buying or selling an assisted living facility practice, you need an auditor who understands the unique regulatory complexities and operational nuances of senior care. A specialized ALF auditor brings critical expertise in Medicaid compliance, multi-site operations, and healthcare-specific valuation methodologies that general practice auditors often lack. Your choice of auditor can directly impact deal valuation, identify hidden risks, and ultimately determine whether your transaction closes successfully.

The due diligence process is where many practice sales encounter unexpected challenges. View our Transaction Support Services →

Top Auditor Firms Specializing in Assisted Living Facilities

1. Plante Moran

Headquarters: 3000 Town Center, Suite 3200, Southfield, MI 48075
Service Area: National
Website: https://www.plantemoran.com

2. BerryDunn

Headquarters: 100 Middle Street, Portland, ME 04101
Service Area: National
Website: https://www.berrydunn.com

3. AssuranceLab

Headquarters: Global (via Drata platform)
Service Area: International
Website: https://drata.com/auditor/assurancelab

How to Select the Right Auditor for Your Assisted Living Facility Practice Transaction

Choosing an auditor for your ALF transaction requires evaluating their direct experience with senior living facilities, regulatory due diligence capabilities, and understanding of Medicaid/Medicare reimbursement structures. Look for firms that offer comprehensive services beyond traditional financial audits, including operational benchmarking, compliance reviews, and post-transaction integration support. Expect to invest between $40,000 and $120,000 for a thorough audit of a mid-sized, multi-location ALF practice, with costs varying based on the number of facilities, complexity of ownership structures, and depth of regulatory review required.

Your specific goals and timeline should drive your practice transition strategy. Schedule a Goals & Timeline Consultation →

Frequently Asked Questions

Why is it important to choose a specialized auditor for assisted living facility practice mergers and acquisitions?

Choosing a specialized auditor is critical because they have expertise in senior care regulations, Medicaid compliance, and healthcare-specific valuation techniques. This expertise can directly impact deal valuation, uncover hidden risks, and influence the success of your transaction.

Which auditing firms are recognized as top auditors specializing in assisted living facility mergers and acquisitions?

The top auditing firms mentioned for assisted living facility practice mergers and acquisitions are Plante Moran, BerryDunn, and AssuranceLab.

What criteria should I consider when selecting an auditor for my assisted living facility practice transaction?

You should consider the auditor’s experience with senior living facilities, ability to perform regulatory due diligence, understanding of Medicaid/Medicare reimbursement, and their capacity to provide services beyond financial audits, such as compliance reviews and post-transaction integration support.

How much should I expect to invest for a comprehensive audit of a mid-sized, multi-location assisted living facility practice?

The investment typically ranges between $40,000 and $120,000. The cost varies based on the number of facilities, complexity of ownership structures, and the depth of regulatory review necessary.

What additional services beyond traditional financial audits do specialized auditors offer for assisted living facility transactions?

Specialized auditors often provide operational benchmarking, compliance reviews, and support for post-transaction integration, which are essential for ensuring a smooth transition and regulatory compliance during assisted living facility mergers and acquisitions.