Merger and Acquisition Strategies and the HRSA Successor-in-Interest Process | Webinar

Stronger Together: Merger and Acquisition Strategies and the HRSA Successor-in-Interest Process

As health centers respond to financial pressures, seek economies of scale, and aim to expand the reach and scope of their services, many are exploring consolidation strategies—including mergers and acquisitions—as a path to greater sustainability and impact.

In the context of federally-funded FQHCs, consolidation presents unique HRSA Health Center Program requirements, including rules on service area, aligning scopes of project, and the transfer of H80 awards through the Successor-in-Interest (SII) process. This session will unpack different consolidation models, guide participants through the SII process, and explore considerations essential for a smooth and compliant transition.

Participants will also gain practical, real-world tips for building a successful merger or acquisition and will learn how to spot and identify the most common pitfalls that can derail integration and SII efforts.

Participants will learn to:

• Distinguish mergers from acquisitions
• Understand the implications of consolidation on the health center scope of project
• Identify and implement strategies to begin the planning process
• Navigate HRSA’s Successor-in-Interest (SII) process
• Recognize and avoid common pitfalls that can undermine approval

Audience:

This session is designed for FQHC leadership teams, including CEOs, CFOs, COOs, board members, and HR professionals considering or preparing for a merger, acquisition, or consolidation, as well as those supporting operational and compliance transitions.

Presenters:

• Carrie Riley