FOR ATTORNEYS
Independent healthcare valuations prepared for scrutiny.
Healthcare valuation in legal settings requires technical discipline, clear documentation, and independence.
Étalon provides valuation work designed to support attorneys handling healthcare-related financial matters.
Legal matters where Étalon can help
Estate planning & admin.
FMV of a practice interest for IRS Form 706; defensible under estate tax audit or challenge
Gift tax matters
FMV for IRS Form 709; minority and marketability discount analysis where applicable
Marital dissolution
Valuation of practice assets, enterprise goodwill, and personal goodwill — with clear analysis of transferable vs. non-transferable value
Shareholder & partner disputes
Independent valuation of a contested or dissenting interest; oppression or breach of fiduciary duty matters
Buy-sell & buy-in / buy-out
Independent FMV with Stark Law and Anti-Kickback compliance considerations addressed
Regulatory & compliance
Fair market value opinions for physician compensation arrangements, Stark Law, and Anti-Kickback matters
Disability & insurance claims
Valuation of a practice interest in connection with a disability claim or income loss matter
Succession & business planning
Valuation support for ownership transfer structures, FLPs, and charitable giving strategies
A note on goodwill
In healthcare legal matters — particularly marital dissolution and shareholder disputes — one of the most contested issues is the distinction between enterprise goodwill and personal goodwill. Because that distinction can materially affect value, it requires analysis informed by how healthcare practices actually operate. Étalon brings that perspective through firsthand clinical ownership experience.