Together we’ll create opportunities
We know you face distinct hurdles in your effort to serve your residents. Work hand-in-hand with advisors who really understand your business, the senior living field, and the challenges you face now and in the future.
We’re committed to addressing what matters most to you:
- Accessing capital in a turbulent market
- Creating operational excellence to maintain and fund current and future strategies
- Determining whether to renovate, replace, reposition, or divest aging physical facilities
- Responding quickly to evolving consumer trends and changing reimbursement models
We assist a variety of client types, including:
- Assisted living facilities
- Affordable housing and housing authorities
- Continuing care retirement communities (CCRCs)
- Home and community based services
- Independent living facilities
- Life plan communities
- Post-acute care providers
- Seniors housing (assisted living, memory care, independent living)
- Skilled nursing facilities (SNFs)
Experience our client-focused approach
Develop a personal connection with a team of people dedicated exclusively to the senior living field. You can benefit from original research, statistics, and techniques developed specifically for aging services providers. Committed to helping shape the future of health care, our professionals have offered valuable insights to organizations like yours for more than 60 years.
Senior living and care services
- Accounts receivable support and training
- Affordable Care Act (ACA) reporting and compliance
- Audit, tax, and reimbursement
- CLA Clarity: SNF Data Analytics and Consulting
- CLA Intuition® financial strategic planning
- Continuing care at home program development
- Cybersecurity
- Data analytics and insights
- Employee benefit plan audit, tax, and consulting
- Enterprise risk management
- Fair market value and fair market opinions
- Feasibility studies and market research
- Finance department assessment
- Fixed asset and cost segregation study
- Forensic accounting and fraud investigation
- Forensic auditing
- Fraud risk management
- Grant compliance
- HIPAA risk assessment
- ICD-10 training, planning, and implementation
- Interactive financial, capital, and strategic modeling
- Internal audit
- Inventory management
- Investment management
- Litigation support
- Long-term care demand analysis and modeling
- M&A advisory and investment banking
- Master planning
- Marketing and sales consulting
- MDS 3.0 training and education
- Operations and clinical performance improvement
- Outsourced accounting
- Patient-Driven Payment Model (PDPM) assessment and compliance
- Post-acute network integration
- Project management
- Recovery audit contractors (RAC) readiness and response
- Senior services strategies for health systems
- SSAE 18 and system and organization controls (SOC) reporting
- Strategic planning
- Sustainability and ESG
- Talent solutions
- Transaction support
- Wealth advisory
- Work Opportunity Tax Credit (WOTC)
- 340B drug pricing program services
Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.
