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Private Equity Transactions in Healthcare: Stark, AKS, and Other Compliance Challenges

Structuring Purchase Price, Restrictive Covenants, Indemnities, Equity Rollovers, and More

Recording of a 90-minute CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Tuesday, September 12, 2023

Recorded event now available

or call 1-800-926-7926

This CLE course will guide counsel involved in structuring private equity transactions in the healthcare arena. The panel will discuss the nuts and bolts of structuring the transaction, including purchase price considerations, tax structures, deal terms, and indemnities. The panel will also address approaches to overcome regulatory problems.


Private equity firms play an active role in healthcare deals. The healthcare sector is seeking and drawing private equity firms' attention for investment in long-term care, urgent care, surgery centers, health IT companies, behavioral health, and dental practices. Many shifted their attention to telehealth when the COVID-19 pandemic hit.

Counsel must consider several factors when structuring private equity transactions, including purchase price issues, deal structure, and tax implications, as well as Stark, Anti-Kickback Statute, and other regulatory matters.

Listen as our authoritative panel examines the nuts and bolts of healthcare private equity transactions. The panel will discuss purchase price considerations, tax structures, deal terms, and indemnities. The panel will also guide in addressing regulatory issues in healthcare private equity transactions.



  1. Purchase price considerations
  2. Deal and tax structuring and the impact of legacy tax structures and the corporate practice of medicine
  3. Common deal terms and indemnities
  4. Regulatory issues
  5. Restrictive covenants
  6. Equity rollover considerations and structuring of governance, puts/calls, and tag-along/drag-along considerations


The panel will review these and other noteworthy issues:

  • What hurdles do counsel encounter when involving private equity firms in healthcare transactions?
  • What factors should counsel keep in mind when determining price and deal structure?
  • What best practices should counsel employ to ensure regulatory compliance in a healthcare private equity transaction?


Paterson, Scott
Scott W. Paterson, JD, LLM

Tax Principal
Withum Smith+Brown

Mr. Paterson is a member of the firm’s life science and professional services groups. He has 10 years of...  |  Read More

Prives, Glenn
Glenn P. Prives, Esq.

Epstein Becker & Green

Mr. Prives helps clients navigate the strict regulatory structure of the healthcare industry. Clients appreciate that...  |  Read More

Souter, Patrick
Patrick D. Souter

Of Counsel
Gray Reed & McGraw

Mr. Souter is known for his legal and educational experience in the healthcare industry, making him a sought-after...  |  Read More

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