2. RS&F Healthcare Advisors
(RSFHA) Overview
Boutique healthcare and business consulting services
firm that caters to hospital and physician organizations
Joint venture between RS&F and SHR
Associates, Inc.
Services provided throughout the United States, with
an emphasis on the Mid-Atlantic region
Firm profile
Three Maryland offices: Owings Mills, Annapolis, and
Lanham
Human capital: 55+ employees, including 50+
4. Specialized Healthcare
Services
Coding, Medical Record Audits, and Compliance Plans
Fee Schedule and RVU Analyses
Third Party Provider Credentialing and Negotiations
ACO and NCQA/PCMH Recognition and Support
Community Health Center/FQHC Operational and Billing Support
Patient Satisfaction Surveys and Customer Service Training
CLIA/OSHA/HIPAA Compliance Review, Training, and Implementation
Outsourced Practice Management
5. Strategic Advisory
• Deal Negotiation
• Practice Integration
• Transaction Due Diligence, Structuring, and Tax Impact Analysis
• Operations Review
• Risk Mitigation
M&A Advisory
(Buy-Side &
Sell Side)
• Corporate Structure Analysis
• New Practice or Department Start-Up
• Strategic Planning, Partnerships, and Business Plan Development
• Long-Range Forecasting
• Organizational Restructuring
Business
Planning
• Institutional
• Private Capital
• Refinancing
• Alternative Financing
Capital
Formation
6. Practice and Organization
Consultation
• Coaching
• Corporate Culture
• Succession Planning
Executive
Advisory
• Growth Strategy
• Demographics
• Value Proposition Identification
• Marketing and Practice Promotion Programs
Sales &
Marketing
• Incentive Plans – Bonus, Deferred Compensation, Phantom Equity
• HR Forms, Job Descriptions, and Personnel Manuals
• Physician and Staff Recruitment and Performance Evaluations
• Personnel Training and Education
Human
Capital
• EMR Evaluation, Implementation, and Meaningful Use
• Process Efficiencies
• Internal Controls
• Information Technology
Systems
7. Accounting & Tax
• Financial Statements – Audits, Reviews, Compilations, Internal Reports
• Projections and Forecasts
• Management Reporting and Dashboards
• Analytical Review and Key Indicator Benchmarking
• Revenue Cycle Management, Overhead Analysis ,and Budgeting
Accounting
Services
• Tax Planning
• Deal Structuring
• Estate Planning
• Short and Long-Term Tax Liability Mitigation
• High Net Worth Family Services
Tax
Services
• Valuations
• Litigation Support
• Shareholder Disputes
• Fraud Investigation, including Medicare and Medicaid
Forensic
Accounting
8. Our Clients Include…
Independent medical practices and physician
networks
Hospital-affiliated medical practices
Community health centers and FQHCs
For-profit and non-profit hospital organizations
Public health-related agencies
9. Differentiators
Dedicated to best practice
implementation in
healthcare organizations
Team has extensive
healthcare industry
experience
Growing base of
knowledge
Clients include
organizations of all size
Organizational and
financial matters are not
mutually exclusive
Resource for financial and
non-financial questions
Our network supports
clients
Complementary services
yield successful outcomes
Healthcare-Focus
Comprehensive Suite of
Services
10. Why Choose RSFHA?
Comprehensive suite of services to address the strategic,
organizational, and financial/accounting needs of healthcare
organizations
Proactive planning for short and long-term organization
needs
Emphasis on client engagement and lifecycle management
Think and act as extension of management team
Discuss what clients need to hear, not just what they want to
hear
11. Contact Information
RS&F Healthcare Advisors LLC
Results-oriented Healthcare Solutions
300 Red Brook Blvd., Suite 200 130 Admiral Cochrane Dr., Suite 102
Owings Mills, MD 21117 Annapolis, MD 21401
410-581-0800 (Balto) 301-470-7476 (DC) 410-897-9888 (Annapolis)
Website: http://bit.ly/rsfhallc
LinkedIn: http://linkd.in/rsfchart Twitter: http://bit.ly/rsfchart
Contact: Jeffrey S. Rosen, CPA, CGMA, MBA jeffreyr@rsfchart.com
Editor's Notes
What keeps them up at night?What are their current challenges? When customers or employees complain, what are their issues?Generally speaking, what is the short and long-term plan – growth, succession, etc.Who runs the business and its various divisions/departments?Who do they turn to for business advice and guidance?What services are they getting from their current accountants?How proactive are they with tax strategies and planning?
M&A Advisory – Take advantage of strategic opportunities with prudence and cautionWe have done over 30 M&A transactions and provide various type of support for these transactions – due diligence, structuring, negotiation, etc.Business Planning – Develop the road map for where you’re going given where you are and where you’ve beenWe have helped companies enter new lines of business - created/evaluated business plans and developed forecastsCapital Formation – Ensure you have the capital needed to execute your plan.
Executive Advisory – help busy managers solve business problems and take business to next levelSales & Marketing – help focus and improve company efforts to grow the top lineHuman Capital – get the right people on the bus into the right seats and proactively keep them thereSystems – make sure the plumbing is installed correctly
M&A Advisory – Take advantage of strategic opportunities with prudence and cautionWe have done over 30 M&A transactions and provide various type of support for these transactions – due diligence, structuring, negotiation, etc.Business Planning – Develop the road map for where you’re going given where you are and where you’ve beenWe have helped companies enter new lines of business - created/evaluated business plans and developed forecastsCapital Formation – Ensure you have the capital needed to execute your plan.
To RS&F, the compliance reports are a means to an end – not the end. We seek to help our clients grow through various financial and non-financial services. Rather than being historical in nature, we are proactive and prospective with clients to help them meet their goals and objectives.
