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

Determining Your Options

Moving Forward

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

Publication Date: Thursday, July 31, 2014