LOI to Integration: Key Corporate and Operational Considerations in Post-Acute Care Transactions and Affiliations

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Date: 06/23/26
Time: 2:00-3:00 PM ET

* Please Note: registration closes at 11:59 PM ET the day before the live event. No further registrations will be accepted once registration has been closed *

Live closed captions are available.

Overview: This presentation applies a legal and financial approach to the lifecycle of hospice, home health, and other post-acute care transactions. The presentation identifies key legal and regulatory considerations for transaction structure, such as the 36-Month Rule, recent enforcement of CMS Periods of Enhanced Provider Oversight, structuring deals to comply with Medicare Conditions of Participation, and regulatory filings triggered by healthcare transactions. It also reviews all aspects of healthcare transactions—from due diligence, closing, and post-closing integration—from a financial and operational perspective to provide tips for ensuring financial sustainability and strengthen overall financial performance.

Learning Objectives: 

  • Understand workstreams and key issues in post-acute care transactions.
  • Identify key regulatory filings triggered by post-acute care transactions.
  • Gain familiarity of operational considerations for post-closing integration in post-acute care deals.

Speaker Information:

Adam Royal, Partner, Husch Blackwell, LLP

Brian Mills, Senior Vice President - Growth, Pennant Services

Jessica Stack, M&A Advisor and Valuation Consultant, TriCurve


Continuing Education:

CLE: IMPORTANT CHANGE REGARDING CLE CREDIT: We are now working with ABA CLE for our accreditation needs. To earn credits during a live webinar, attendees must be logged into the webinar for at least 75 minutes (of a 90-minute webinar) or 55 minutes (of a 60-minute webinar). Then, they will receive a personalized CLE affidavit from mcle-ahla@americanbar.org. Watch for this email within 7-10 business days. If you do not receive it, please check your spam or junk folders as these emails often end up there. Please note you will fill out one affidavit for the full event. Once you complete the affidavit, you will be able to download your certificate(s) of attendance, and certificates will be emailed to you from mcle-ahla@americanbar.org.

CPE: AHLA 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. For further information, please visit our Continuing Education Page.

AHLA is seeking CPE credits for live webinars. The maximum number of credits available is 1.80.


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