Ownership and ADP disclosures
Ownership and ADP disclosures, built to survive review.
SNF enrollment demands the deepest ownership disclosure in Medicare. We build the structure record once, prove it, and format it for every filing.
Nationwide intake and Medicare institutional-enrollment support. Medicaid, payer, licensing and certification availability is confirmed by state, provider type and service.
Skilled nursing facilities file the most demanding ownership disclosures in Medicare enrollment. Beyond direct owners, SNF reporting reaches indirect ownership through every tier, governing bodies, managing employees and a category most facilities meet late: additional disclosable parties, or ADPs. The obligation is real, the format is exacting, and the same facts must agree across every filing that uses them.
Structure determines the rules.
What you disclose depends on how you are built. Corporations generally report owners at the five percent threshold. LLCs report every member, regardless of percentage. Partnership disclosures reach both general and limited partners. ADPs extend further still: parties providing management or administrative services, consulting, clinical services, financial services or policies-and-procedures services; lessors of the facility's real property; and holders of mortgages or security interests that meet the five percent test. Current CMS form rules determine exact thresholds and definitions — we apply the current version at engagement, never a remembered one.
Three deliverables.
Every ownership engagement produces the same reviewer-ready set: an entity diagram of the complete structure; a full owner structure with direct and indirect percentages computed through every tier and tied to source documents; and per-ADP charts with plain-language narratives describing each disclosable relationship, drafted for your attestation.
Why facilities fail at this.
Rarely from concealment. Usually from scatter. The capitalization table lives with the accountant, the leases with the landlord's counsel, the management agreement in a drawer — and the filing gets assembled from memory. Percentages that disagree with operating agreements, relationships disclosed in one filing and missing from another, diagrams that contradict the schedules they accompany: these are what draw development requests and stall transactions.
How we reconcile.
We inventory every entity, person and relationship. We trace each percentage to its source document. We test the structure against the disclosure categories, then lock the ownership and ADP matrix under dual control before anything is drafted. Charts and narratives are generated from the locked matrix, so numbers cannot drift between documents. When your structure changes, the record changes first — then every filing that depends on it.