Know Exactly What
You're Buying Before You Sign.
Acquiring an assisted living facility is one of the most significant investments you will make. Most buyers discover compliance issues, operational gaps, and regulatory liabilities after the deal closes. We make sure you know everything before you sign.
Fill out the form and we will review your acquisition and get in touch.
Who This Service Is For
Our Acquisition Advisory is designed for investors, buyers, and ownership groups who need a clear picture of what they're acquiring before the deal is done.
Investors & Buyers
You are looking to acquire an assisted living facility and need a thorough assessment of what you're walking into before the deal closes.
Ownership Groups
You are expanding your portfolio and need due diligence, compliance review, and transition planning done right the first time.
Change of Ownership Operators
You are taking over an existing facility and need to understand its regulatory history, operational gaps, and compliance risks before assuming responsibility.
What's Included
A comprehensive assessment covering every angle of the acquisition, so you close with confidence and no surprises.
Due Diligence
A thorough review of the facility's operational history, current status, and any known issues before you commit to the acquisition.
Compliance Review
Assessment of the facility's regulatory history, survey citations, outstanding deficiencies, and compliance standing with MDH.
Financial & Operational Assessment
Review of the facility's financial performance, staffing structure, operational efficiency, and key business metrics.
Transition Planning
A structured plan for taking over operations smoothly — covering staffing, resident continuity, licensing, and day-one operational readiness.
Acquisition Risk Analysis
Identification of red flags, hidden liabilities, and regulatory risks that could impact the value or viability of the acquisition.
How It Works
A straightforward process from your first inquiry to a fully informed acquisition decision.
Submit Your Inquiry
Fill out the intake form with details about the facility you are looking to acquire and your timeline.
Discovery Call
We connect with you to understand the acquisition, scope the work, and confirm the engagement.
Assessment & Review
We conduct the full due diligence, compliance review, financial assessment, and risk analysis.
Report & Recommendations
We deliver a clear findings report with our recommendations so you can make a fully informed decision.
Frequently Asked Questions
What does the Acquisition Advisory cover?
It covers due diligence, compliance review, financial and operational assessment, transition planning, and acquisition risk analysis. The goal is to give you a complete picture of the facility before you close the deal.
How long does the assessment take?
Timeline varies depending on the complexity of the acquisition and the availability of facility records. We will confirm the expected timeline during the discovery call.
Do you work with buyers outside of Minnesota?
Our compliance expertise is focused on Minnesota assisted living regulations. If you are acquiring a facility in another state, contact us and we will discuss how we can support you.
Why does the price start at $15,000?
The scope of each acquisition advisory engagement varies significantly based on facility size, complexity, and the volume of documentation to review. Pricing is confirmed after the discovery call once we understand the full scope of work.
Can you help with the transition after the acquisition closes?
Yes. If you need support setting up operational systems after taking over, our Startup Systems & Compliance Setup service is designed exactly for that.
Helping assisted living owners, administrators, and healthcare professionals license, operate, and grow compliant facilities through consulting, education, and professional support.
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