Health Care

Capital and Facility Planning

Analyze, optimize, and implement capital and facility planning with strategic business decisions.

As a high growth organization within an ever-changing healthcare landscape, it's likely that you are challenged by questions, such as:

  • Should we add a new service line?
  • Should we build a new facility?
  • What services should the new facility house?
  • Should we merge with a larger health system or acquire a smaller, specialty practice?

We utilize a combination of market, financial, and reimbursement data to support strategic business decisions. By exploring business decisions from these perspectives, we can be confident that our recommendations to you are thoroughly supported by evidence-based data.

Some of the specific areas we cover include:

Financial Services

  • Financial affordability studies
  • Debt capacity studies
  • Reimbursement impact studies
  • Financial examined forecasts
  • Feasibility studies
  • Lender selection facilitation
  • USDA and HUD financing
  • Strategic financial planning
  • Valuation and transactions

Are you concerned about the market challenges/opportunities related to new services or new markets? Are you addressing the dynamics of healthcare reform with a well-coordinated plan to address the "quadruple aim" from a strategic, service delivery, and operational perspective?  We can help. Contact us to share your questions and concerns. We can tell you how we've helped similar healthcare organizations and how we can help you.

Featured Thought Leader

John Dao, MHA

John Dao is a partner in Wipfli’s health care facility and capital planning service line. With over a decade of consulting experience, John has worked across the country assisting health care clients plan and finance new facility developments and renovations.

Karen Lloyd, CPA

Karen Lloyd has over 15 years of experience in the health care industry, providing a wide range of capital planning and financial forecasting services to hospitals and health systems nationwide. She has extensive experience in evaluating and examining her clients’ operational and strategic plans to enable them to make informed strategic decisions about their facility’s future and to enable creditors and investors to make informed financing decisions. Karen has assisted more than 50 client organizations in planning for and successfully obtaining financing for capital projects ranging from $10 million to $350 million.

Did you know...

Wipfli's health care team has completed more FHA HUD feasibility studies than any other firm.

We have provided over $600MM in application assistance and feasibility studies for USDA financings.

Wipfli is the firm-of-choice for Cal-Mortgage.

St. Luke's Health System
Matt Bell, VP of Strategic Planning

"Wipfli Health Care Consulting has been an extremely valuable resource in planning new facility development projects for St. Luke's Health System. Wipfli's customized planning approach was instrumental in helping us thoroughly understand the markets we serve and identify the appropriate facility needs to serve our patients. They are creative, resourceful, accessible and provide excellent value."

Read Kelly Arduino's quarterly columns featured on Healthcare Financial Management Association's website.