FOR ACCOUNTANTS
Professional Healthcare Valuations for CPAs
Independent, NACVA-standard analyses for every healthcare practice matter you handle.
Precise reporting is vital for medical clients facing regulatory review. Étalon delivers specialized Healthcare Valuations for CPAs, offering objective analysis for M&A, taxation, and succession needs. Our defensible reports are backed by clinical leadership and real-world medical practice ownership.
Estate & gift tax planning
Fair market value of a practice interest for IRS Form 706 or 709, with minority and marketability discount analysis where applicable
Buy-in / buy-out
Fair market value of the interest being transferred, with Stark Law and Anti-Kickback compliance considerations addressed
When Étalon can help your clients
Business sale or acquisition
Independent FMV to support transaction pricing and protect your client’s negotiating position
Charitable giving
FMV of a gifted practice interest for charitable deduction or donor-advised fund purposes
Buy-sell agreements
Baseline valuation and a defined methodology for future updates built into the agreement
Succession & exit planning
Pre-transaction valuation and value gap analysis, integrated with your client’s broader tax and estate strategy
Why Étalon?
Étalon is led by a physician with firsthand practice ownership and transition experience. Every engagement follows NACVA professional standards, with independent conclusions grounded in documented methodology. Advanced training in finance and financial planning helps ensure valuation work remains aligned with the broader tax and planning context.