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Pre-Close Diligence

Clinical integration risk is the risk financial diligence does not price. We price it before you sign.


Overview

Financial diligence establishes whether reported earnings are real. It does not establish whether the clinicians who produced those earnings will stay, whether their workflows survive a new owner's systems, or whether the payer mix behind the revenue holds through a change of control. In behavioral health those questions decide the return.

Aluria runs the clinical, operational, and reimbursement layer of diligence alongside your financial advisors. We do not perform quality of earnings. We provide the operational overlay that sits on top of it, written by someone who has run the integration that follows.

Findings arrive as a memo covering clinical integration risk, provider retention exposure, reimbursement and payer risk, and operational readiness — formatted to drop into an IC memo.

What This Involves

  • Clinical model and workflow review. Care model, documentation practice, supervision structure, and how much of the delivery model depends on individuals rather than systems.
  • Provider retention exposure. Compensation structure, non-competes, referral dependence, and the concentration of revenue in clinicians who may not stay.
  • Reimbursement and payer risk. Payer mix, contracted rates, credentialing and enrollment exposure, authorization patterns, and revenue cycle performance.
  • Operational readiness. Staffing ratios, scheduling and utilization, intake conversion, multi-site management depth, and licensure and accreditation standing.
  • Operational review of deal mechanics. Whether term sheet, earn-out, and equity rollover assumptions are achievable by the operation as it actually runs.
  • Integration cost and timeline view. What the first 100 days will require in people, systems, and money before the growth case begins.

Who This Is For

  • Private equity firms and family offices in diligence on an outpatient behavioral health platform.
  • Sponsors whose financial diligence is clean but whose thesis depends on clinical throughput or provider capacity.
  • Acquirers underwriting an earn-out or rollover that assumes operational change after close.

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Every engagement begins with a confidential conversation and a written scope. We typically respond within one business day.

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info@aluriaadvisory.com·LinkedIn·Jacksonville, Florida