SimiTree aligns companies for key objectives and peak performance after closing.

With full post-close integration services, including interim management and operational design, SimiTree enables companies to remain competitive during times of transition and move quickly to align performance with strategic goals and company mission.

A full complement of financial, clinical and organizational resources positions SimiTree to bring exceptional value to all M&A transitions. 

By providing well-qualified interim leadership, guidance and services, SimiTree offers structure that supports continuity, minimizes risk and disruption, promotes best practices and maximizes value.

David Berman Managing Principal, EVP Professional Services

“We help clients protect assets and value with full post-close integration services to maintain continuity and maximize profitability.”

Managing Principal, EVP Professional Services David Berman, CPA, CGMA, CVA

20+ years of experience 

SimiTree offers interim management services, technology consulting, outsourcing and more.

SimiTree works with clients to establish specific integration goals and timeframes, set up fully compliant and efficient operational structures, and position people, procedures and technology resources for sustained growth and profitability.

Whether the need is interim staffing or assistance in choosing and implementing new technology, SimiTree has the experience and resources to help.  

SimiTree leads the way.


  • Qualified and experienced interim management. SimiTree managers know the market and understand key performance drivers. They bring the expertise and leadership necessary for post-close success and they’re supported by SimiTree’s full roster of specialty teams.
  • IT consulting. Full project planning and execution services help companies manage projects that entail the merging of systems, migration of data and more.
  • Compliance strengthening and risk mitigation training. Compliance experts can protect value by putting into place operational processes with staff training and work plans to mitigate future risk.
  • Outsourcing. From billing and collections to full revenue cycle management services, SimiTree quickly deploys the resources and services needed for seamless transitions and peak performance.

Services include:

  • Quality of Earnings/Financial Due Diligence
  • Clinical Compliance Due Diligence
  • Business Valuation
  • Market Referral Due Diligence
  • Hospice Cap Due Diligence
  • Post-Close Integration
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SimiTree transforms businesses.

At SimiTree, every solution is a strength. Clinical, financial and operational expertise provides a comprehensive foundation to help companies quickly and confidently move forward during post-close transitions.

SimiTree’s expertise in post-close leadership and guidance can insulate companies against integration challenges that threaten value, helping them stay on track for performance and profitability.

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