Examining Mergers, Acquisitions, and Corporate Consolidations for Health Centers

October 8, 2025

In the midst of impending cuts to the Medicaid program and uncertainty around reduced revenue from smaller patient pools, many health centers are examining their options for consolidating with other clinic operators in their communities.  Done effectively, corporate consolidation has many advantages.  It allows health center to expand their scope of services, achieve economies of scale , and enhance financial stability during uncertain regulatory time.  

Navigating consolidation transactions, however, can be a daunting task.  During this webinar attendees will learn about the key aspects to mergers and acquisitions, including whether and when the subsidiary model is permissible. Important non-legal aspects to consolidation transactions will also be discussed so health centers are fully informed of a team-wide approach needed to bring a transaction to a successful close.

The presenters, Partners with the Firm, will draw upon their deep experience to describe key steps, including approaching a potential partner, executing a confidentiality agreement, developing a letter of intent, conducting due diligence and determining whether to proceed with the transaction. Attendees will also learn about when Health Resources and Services Administration (HRSA) approval is required, with a focus on changes in scope of project to grant transfers through the successor-in-interest process.  The presentation will also explore alternative transactions, such as joint ventures, which can align multiple health centers’ missions and increase economies of scale without consolidating the organizations.


Please note: This webinar is offered at a discounted rate to all Health Center Compliance Training Plan subscribers. For more information on any of our subscriptions, contact us.


The on-demand version of this webinar will be available for purchase after the conclusion of the live webinar. 

Target Audience

  • Health Center Executive Staff (CEO and COO)
  • Chief Strategy Officer
  • Compliance Officer
  • In-House Legal Counsel

Learning Objectives

After this webinar, you will be able to:

  • Identify key terms for a Letter of Intent to Consolidate
  • Identify the key features to a merger and acquisition
  • Understand the key elements of due diligence and common pitfalls
  • Describe the HRSA approval requirements relevant to corporate consolidation strategies
Course summary
Available credit: 
  • 1.00 Certificate of Attendance
  • 1.20 CPE
Course opens: 
09/09/2025
Course expires: 
01/01/2028
Event starts: 
10/08/2025 - 1:00pm EDT
Event ends: 
10/08/2025 - 2:00pm EDT
Cost:
$185.00

Gabriel S. García

Gabriel is a Partner in the firm's Health Care practice group. With over 20 years of experience, Gabriel regularly counsels clients on Medicare/Medi-Cal enrollment, managed care contracting, provider reimbursement, and nonprofit governance. A former founder of a boutique law firm in Sacramento, he brings deep insight into the operational and legal needs of health care organizations and federally funded entities across California and beyond. [Full Bio]

Marcie H. Zakheim

Marcie Zakheim is a Partner in the firm's Health Care practice group, specializing in the areas of federal grants, grant-related requirements and grants management related to the federal health center program. Health centers turn to Marcie as a resource for knowing not only the letter of the law, but also the likely interpretation of requirements by federal policymakers, including the Health Resources and Services Administration (HRSA). [Full Bio]

Participants can earn up to 1.20 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.

ATTENDEE REQUIREMENTS FOR CPE CREDIT

If you purchase CPE credit for this webinar you must satisfy the following conditions in order to receive your certificate:

  1. Answer at least 3 of the polling questions during the webinar
  2. Complete the evaluation survey after the conclusion of the webinar or in the follow-up email

Upon completion of these requirements, we will email you your CPE Certificate within two (2) weeks.

ADDITIONAL INFORMATION

  • Prerequisites: None 
  • Target Audience: Health Center Executive Staff (CEO and COO), Chief Strategy Officer, Compliance Officer, and In-House Legal Counsel
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group Internet Based

Feldesman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org (formerly www.learningmarket.org).

Available Credit

  • 1.00 Certificate of Attendance
  • 1.20 CPE

Price

Cost:
$185.00
Please login or register to take this course.

Access to the recorded version of this webinar is included in your purchase.

You will have access to the recordings for 180 days after enrollment. Once posted to your account, you can view each webinar anytime on-demand during the access period identified in your purchase confirmation. For additional information on viewing and accessing webinars, view our full terms and conditions here.


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