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Healthcare & Medical
Medical, dental, clinics. Provider credentials, payer mix, HIPAA compliance.
90 day typical timeline4-7x EBITDA
Document categories
The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.
Financial Statements
Tax Returns
Legal & Corporate
Licensing & Credentialing
Insurance & Malpractice
HR & Payroll
Billing & Coding
Patient Records Policy
Leases & Real Estate
Contracts & Payer Agreements
Compliance & Regulatory
Technology & EHR
Industry-specific documents
These are the documents that matter most for healthcare & medical — things you'd miss with a generic checklist.
- 📄State medical/dental licenses for all providers
- 📄DEA registration certificates
- 📄Malpractice insurance certificates and claims history
- 📄Payer contracts (Medicare, Medicaid, commercial insurance)
- 📄HIPAA compliance documentation
- 📄Billing and coding audit reports
- 📄Provider credentialing files
- 📄EHR/practice management system data export
- 📄Accounts receivable aging report
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- Medicaid/Medicare exclusion or audit history
- Malpractice claims above industry average
- High provider turnover rate
- Non-transferable payer contracts
- HIPAA violations or data breach history
- Accounts receivable days above 60
- Key physician ownership/departure risk
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Revenue per Provider
Patient Visit Volume
Payer Mix %
AR Days Outstanding
Collections Rate %
Provider Utilization %
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