Senior Living
Work with advisors who really understand your business, the senior living field, and the challenges you face in the future. CLA provides you with a team of diverse professionals to guide you through today’s increasingly complex aging-services issues.
Who we serve
- Assisted living facilities
- Affordable housing and housing authorities
- Continuing care retirement communities (CCRCs)
- Home and community based services
- Independent living facilities
- Post-acute care providers
- Skilled nursing facilities (SNFs)
What’s on your mind?
- 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
A unique approach
You will develop a personal connection with a team of people dedicated exclusively to the senior living field. You’ll benefit from our original research, statistics, and techniques developed specifically for aging services providers. For more than 50 years, our professionals have offered valuable insights to organizations like yours — we are committed to helping shape the future of health care.
Services for senior living providers
- 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
- 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 auditing
- Fraud misconduct and investigations
- Fraud risk management
- Grant compliance
- Health care information security
- HIPAA risk assessment
- Human resources and search
- 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 implementation
- Payroll-based journal reporting
- Post-acute network integration
- Project management
- Recovery audit contractors (RAC) readiness and response
- Revenue cycle assessment and improvement
- Senior services strategies for health systems
- SSAE 18/SOC reporting
- Strategic planning
- Transaction support
- Wealth advisory
- 340B drug pricing program services
Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.
Recommended contacts
- Cory Rutledge
- Principal
- CLA Minneapolis
- Deb Freeland
- Principal
- CLA Indianapolis
- Mario Mckenzie
- Partner
- CLA Charlotte
- Michael Peer
- Principal
- CLA Milwaukee
- Michael Siegel
- Principal
- CLA Dallas
- Mike Slavik
- Chief Practice Officer, Northeast
- CLA Boston Quincy and Waltham
- Jeff Vrieze
- Managing Principal of Industry
- CLA Minneapolis