Nevada guide
Nevada Care Home Valuation Preparation Checklist
A useful confidential valuation begins with records that show how the care home actually operates. Preparing the items below helps separate verified performance from assumptions and makes the personal review more efficient.
Financial and operating records
Use complete periods and records that can be reconciled. Note unusual or one-time items rather than removing them without an explanation.
Profit and loss statements for the last three years and current year to date
Business tax returns and supporting bank statements for the same periods
Monthly census history showing occupied and licensed beds
Current resident rate schedule and a summary of payer mix
Payroll registers, staffing roster, agency use and overnight coverage
A list of owner-performed duties and personal or one-time expenses in the accounts
Licensing and facility records
These records help a reviewer understand the licensed operation, its condition, and any matters a buyer would need to investigate.
Current Nevada facility licence, licensed capacity and applicable endorsements
Recent survey and inspection records, including corrective actions
A schedule of furniture, fixtures, equipment and vehicles included in a sale
A summary of recent repairs, improvements and known deferred maintenance
Real estate or lease records
The operating business and the real estate are analyzed separately. Supply the records that match whether the property would be sold, retained and leased, or is already leased from another owner.
Property deed and available property details when the real estate is included
Current lease, amendments and renewal options when the property is leased
Property tax, insurance and recent capital-expenditure records
Any available building, fire, accessibility or zoning documentation relevant to the facility
This guide is general information about Nevada care home transactions and is not legal, tax or licensing advice. Confirm current requirements with the State of Nevada and your own advisers.
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