Section II: Organizing for Success
9. Partnership Roadmap – Navigating Successful Health System Integration
By Ethan Rii, Caitlin Podbielski and Jordan Shields
10. Assessing Independence
By James Burgdorfer
11. Preparing Hospital or Health System for Sale or Partnership Transactions
By Rex Burgdorfer, Jordan Shields, John Callahan, Megan Rooney and Krist Werling
12. Mergers, Acquisitions and Strategic Partnerships in the New COVID-19 Era
By Isaac Squyres
13. Developing a Hospital Transaction Strategy and Process
By Rex Burgdorfer, Jordan Shields, John Callahan, Megan Rooney and Krist Werling
14. The Role of the Non-Profit Hospital Board in Consolidation Transactions
By Michael Peregrine, Megan Rooney, Krist Werling, Rex Burgdorfer and Jordan Shields
15. The Board’s Role in the M&A Process: Meeting Fiduciary Obligations
By Michael Peregrine and David Gordon
16. The Strategic Alignment Committee: A Ready Response to Reform
By Michael Peregrine and David Gordon
17. Non-Profit Boards and the Merger Market: Preparation, Organization, & Approach Part I
By James Burgdorfer
18. Non-Profit Boards & the Merger Market: Preparation, Organization & Approach Part II
By James Burgdorfer
19. Retaining and Incenting Management
By David Gordon and Jordan Shields
20. Three Compensation Structures for a More Successful Transaction
By Jordan Shields, David Gordon and Jeffrey Peterson
21. Parallel Paths to Realignment
By Jordan Shields, James Burgdorfer and Stephen Morrissette
22. Public Hospitals and Partnerships
By Jordan Shields and Ken Marlow