The RCM Deal Playbook: Strategies for Successful Transactions - 2025 Fall Conference - HBMA Store

The RCM Deal Playbook: Strategies for Successful Transactions Presented by Mark Cunningham 

As presented at HBMA's 2025 Fall Conference October 6th-8th, 2025.

During this session, attendees will learn how to strategically navigate the sale or purchase of a revenue cycle management (RCM) company, with a focus on addressing key legal, industry, and regulatory considerations. They will gain insights into evaluating market trends, learning make-or-break due diligence and compliance risks, and understanding factors that influence valuation, such as contractual obligations, client diversity, and regulatory requirements. Attendees will learn strategies to strengthen operations, value, and legal readiness for an upcoming sale. The session will address challenges like outdated technology, staffing issues, and data privacy compliance, while highlighting the role of health care M&A advisors in facilitating legally sound and successful transactions. By the end, participants will leave equipped with practical knowledge to navigate the dynamic RCM market confidently and compliantly.

Learning Objectives
Course participants will be able to:

• Course participants will be able to evaluate key legal and financial factors influencing the valuation and market positioning of RCM companies, including regulatory compliance and contractual obligations.
• Course participants will be able to identify strategies for optimizing operational and legal readiness when preparing an RCM company for acquisition or integration.
• Course participants will be able to navigate legal challenges in RCM transactions, such as data privacy compliance, employment agreements, and transition planning, while leveraging the expertise of health care M&A advisors.