Our Core Values: At the Root of All We Do
We realize our clients have many choices when selecting a healthcare valuation firm. Our mission is to provide a unique client experience through our consultative approach to valuation and a business ethos focused on our four core values.
- Our daily mindset is oriented to recognize the human element at the center of everything we do. From our client engagements to our internal interactions, we approach each situation with kindness, respect, and appreciation.
- We’re committed to maintaining deep subject matter expertise through continuing professional education, independent research, conference attendance, and involvement in healthcare trade organizations and committees.
- We help clients find objective, defensible solutions to business transactions and financial arrangements that implicate the Stark Law and Anti-Kickback Statute.
- We believe in honesty and integrity, stewardship and accountability to our clients, our staff, and the communities we serve.
Our Consultative Process
- Obtain & Review Data
- Engage with Stakeholders
- Explore & Challenge Assumptions
- Finance & Operations
- Market Data
- Qualitative Elements
- Explain Theory/Methods
- Walk through Models
- Synthesize Value
The Root Valuation Difference
I founded Root Valuation based on my belief that a valuation firm can and should be different. Drawing from my experiences as a partner in some of the leading healthcare valuation firms, I recognized that there was a need for a more personalized, hands-on approach to valuation and transaction advisory services. I developed a valuation philosophy that focuses on understanding the goals and objectives of healthcare organizations in order to develop tailored solutions that are not only defensible, but also practical in an ever changing regulatory and commercial landscape. We believe this is the right way to provide valuation and transaction advisory services, and we hope that you will give us the opportunity to show you how the Root Valuation difference can help your organization.
What Our Clients Are Saying
A Few of the Healthcare Organizations We've Served
Almost 20 Years in the Industry
