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Case Study: Regional Healthcare System Optimized IT Costs and Operating Model to Support Financial Stabilization

Executive Summary The client engaged Withum to support its immediate cost optimization priorities across labor and non-labor categories and identifying actionable efficiency opportunities. The engagement was delivered within a condensed two-week timeline, with a focus on producing actionable, decision-ready insights. Withum collaborated with the client to validate assumptions, pressure test cost-reduction scenarios and conduct an…

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Case Study: Delivering Merger Integration Advisory Services for a Public University Merger

Executive Summary The merger of two public universities required the seamless integration of financial operations, technology platforms, compliance obligations and governance structures with the added pressures of ensuring there were no disruptions for students, faculty, staff and vendors. Withum’s Not-for-Profit and Education Services Team was engaged to provide merger integration advisory services, helping leadership navigate…

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Case Study: Medicare Underpayment Identification and Revenue Recovery

The Client An academic medical center operating multiple hospitals and specialized service lines. The Situation Following a recent conversion to a new electronic health record (EHR) platform (EPIC), the health system engaged Withum to perform a comprehensive Medicare underpayment audit to validate the accuracy and completeness of prior reimbursement. Given the complexity of Medicare reimbursement…

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Case Study: Fair Market Value Analysis of Cardiology Practice Enables Successful PSA/PLA Renegotiation and Margin Improvement

Learn how Withum helped a leading health system successfully implement updated professional service agreements, achieve a 35% margin improvement, and significantly improve alignment with organizational goals. Download a PDF of this case study Executive Summary Withum was engaged by the CFO of a leading health system in the northeast (the “System”) to provide insight and…

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Case Study: Strategic Tax Review Yields Major Refunds for Pre-Revenue Biotech

How targeted tax review and technical expertise delivered over $720,000 in refunds and credits for a pre-revenue life sciences company. Executive Summary The client engaged Withum to uncover and resolve significant tax compliance issues, including misapplied R&D capitalization and overlooked Foreign Derived Intangible Income (FDII) deductions. Through Withum’s deep technical expertise and proactive approach, the…

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Case Study: From Paper to Digital – How a Defense Contractor Modernized Document Management with SharePoint

Learn how Withum helped a defense contractor digitize paper records, leveraging SharePoint to improve audit readiness and document management. Executive Summary A Hawaiian-based defense contractor faced critical operational and compliance risks due to thousands of paper-based records stored across offices and off-site trailers. Withum’s Digital Solutions Team led a records digitization initiative leveraging Microsoft SharePoint,…

Case Studies

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