Acquisition and Affiliation Toolkit – Home

Introduction

This toolkit is a companion to HFMA’s Value Project report on Acquisition and Affiliation Strategies. Consolidation is a rapidly evolving strategic focus for health care organizations. As the report suggests, new forms are continually appearing.
This toolkit offers tools for assessing your organization’s situation, determining acquisition and affiliation options, and moving toward finalizing an agreement with an acquisition or affiliation partner. It also provides three example scenarios to illustrate how these tools might be put to use in setting a course for your organization.

Toolkit Directory

We encourage first-time users of this toolkit to review the sections in the order listed below. You can then use this directory to navigate to particular sections of interest.

Assessing Your Situation

• Organizational assessment
• Market assessment
• Common acquisition and affiliation goals

Determining Your Options

• Common acquisition and affiliation approaches
• Identifying potential partners
• Educating your board

Moving Forward

• Communicating your strategy internally
• Key steps in finalizing an agreement

Example Scenarios

1. A stand-alone hospital determines its consolidation approach
2. An academic medical center aims for long-term sustainability
3. A multi-hospital pursues a regional strategy and system-wide economies of scale

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