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Melissa Hoelting is a director in the Financial Due Diligence Division of VMG Health in the Dallas office, where she provides consulting and transaction advisory services to buy-side and sell-side clients within the healthcare services industry.
Melissa received a Bachelor of Administration in Finance from the Mendoza School of Business at the University of Notre Dame. Before joining VMG Health, she worked at American Airlines in International Finance and Fixed Assets Accounting. Melissa is currently a licensed Certified Public Accountant (CPA) in the state of Texas.
Jeffrey Piehl, MAI, based in Denver, CO, serves as the Managing Director of the VTAS Real Estate division at VMG Health. With over 30 years of expertise in healthcare real estate, Jeff specializes in handling real estate valuations for FMV compliance purposes and acquisitions/dispositions, rental rate disputes, and portfolio valuation and financial reporting. His experience spans all 50 states and includes hospitals, MOBs, cancer centers, imaging centers, and ASCs.
Before joining VMG Health, Jeff held leadership roles across the United States, leading healthcare real estate–focused teams at Cushman & Wakefield and HealthCare Appraisers, Inc. His work has centered on leading diverse teams that specialize in healthcare real estate valuations that require experience in understanding the nuances and intricacies of healthcare operations and their impact on real estate.
Jeff earned his Bachelor of Arts in economics from the University of Colorado – Boulder.
Vincent M. Kickirillo is the leader of Valuation and Transaction Advisory Services at VMG Health and is based in the Dallas office. He has over 30 years of experience providing financial, valuation, and transaction advisory services and solutions to clients in the healthcare industry. His clients include corporations, boards of directors, “C-level” executives, and legal counsels for entities such as hospitals, health systems, ambulatory surgery centers, imaging centers, radiation therapy centers, physician practices, risk bearing entities, and other healthcare entities. He also has extensive experience serving Private Equity backed healthcare entities.
Prior to joining VMG Health in 2005, Kickirillo has held director roles at FTI Consulting, Inc. and at KPMG’s valuation and litigation practices. He has also worked in the financial advisory services practice at Ernst & Young.
Kickirillo has provided professional services for the purposes of merger, acquisition, divestiture, management planning, restructuring, tax planning, bankruptcy, and litigation. Kickirillo has provided testimony regarding valuation and other financial issues. He has extensive experience in valuation of businesses; financial securities, including common stock, preferred stock, and derivatives; intellectual property, such as patents, trademarks, and trade names; and other specific assets.
He received a Bachelor of Business Administration from The University of Texas at Austin, and a Master of Business Administration from Southern Methodist University. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Valuation Analyst (CVA).
Ben Ulrich is a Managing Director in the Compensation Division at VMG Health and is based in the Dallas office. His focus is providing valuation and consulting services for contractual service arrangements within the healthcare services industry. He has particular expertise in valuations relating to provider employment, on-call coverage, physician administrative and executive services, telemedicine, hospital-based coverage, management / billing, and quality initiatives. Ulrich also developed and manages VMG Health’s FMV Tools service line providing expedited, cost-effective valuation solutions to clients nationwide.
Prior to joining the Compensation Division, Ulrich worked in VMG Health’s Business Valuation division where he provided valuation services related to hospitals, specialty/surgical hospitals, ambulatory surgical centers, diagnostic imaging centers, and single and multi-specialty physician practices.
Ulrich graduated summa cum laude and holds a Bachelor of Business Administration in Financial Consulting from the Edwin L. Cox School of Business at Southern Methodist University. He is currently designated as a Certified Valuation Analyst (CVA) and is a member of the National Association of Certified Valuation Analysts.
Chance Sherer is a Managing Director at VMG Health and is based in the Denver office. He specializes in providing financial, valuation, and transaction advisory services to the firm’s healthcare clients. Chance’s clients include health systems, ambulatory surgery centers, surgical hospitals, oncology centers, diagnostic imaging centers, dialysis centers, physician groups, and numerous other ancillary healthcare service businesses. In addition to extensive valuation experience for transaction planning and financial reporting purposes, he has consulted on numerous development, feasibility, and recapitalization analyses for joint venture, restructuring, and de novo business development purposes.
Chance is a Certified Valuation Analyst (CVA) and is currently a member of the National Association of Certified Valuation Analysts (NACVA). He is also a member of the American Bar Association (ABA) Health Law Section and is a Subject Matter Expert in the Business and Transactions Interest Group. Chance received a Bachelor of Business Administration in Finance from the Cox School of Business at Southern Methodist University.
Colin McDermott is a Managing Director with VMG Health and is based in the Dallas office. McDermott leads a team of professionals performing fair market value studies, fairness opinions, and fair value analyses used for financial reporting, financial advisory services, and management consulting. McDermott has particular valuation experience with health plans, hospital systems, ambulatory surgery centers, pharmacies, imaging centers, laboratories, home health and hospice agencies, and physician groups.
Additionally, McDermott often serves as a trusted financial advisor to clients and provides strategic advisory services as they contemplate a transaction. In this capacity, his experience includes financial advisory on behalf of buyer or seller, preliminary due diligence and support for evaluating transaction opportunities, merger or acquisition financial integration, divestiture planning, and feasibility or research studies.
McDermott frequently presents at industry conferences and publishes on healthcare and valuation-specific issues. He is also a contributor to VMG Health’s blog and healthcare valuation insights. McDermott serves on the planning committee for the AICPA Healthcare Industry Conference.
Prior to joining VMG Health, McDermott was Director in the Forensic and Litigation Consulting Group of FTI Consulting, Inc. and was an associate in KPMG’s Forensic and Litigation Consulting Group. In those roles, McDermott provided valuation and advisory services to firms in various industries, including healthcare, manufacturing, energy, and telecommunications.
McDermott received a Bachelor of Business Administration in Accounting and a Master of Science in Finance from Texas A&M University. He is a licensed Certified Public Accountant (CPA) in the state of Texas and holds both the Chartered Financial Analyst (CFA) and Accredited in Business Valuation (ABV) designations.
Cordell J. Mack is a Managing Director at VMG Health based in the Minneapolis office with over 19 years of experience in healthcare management and consulting. He specializes in helping provider clients with strategic and financial needs.
Mack has served a variety of clients across the country in various capacities related to health system positioning, capital/capacity availability, strategic planning, mergers and acquisitions, physician–health system partnerships, asset optimization, and performance improvement. He has served in a variety of leadership and administrative roles including owner/director of a sports medicine rehabilitation facility and administrator for a multispecialty clinic. Prior to joining VMG Health, Mack was a Partner at Health Care Futures.
A frequent author and speaker, Mack is a regular participant in regional and national HFMA and MGMA events on the topics of physician integration, service line joint ventures, and group performance.
Mack graduated with a bachelor’s and master’s degree in physical therapy from the University of North Dakota and a master’s degree in business from the University of Iowa.
Jaysen Park, based in Riverside, CA, is the Director in the Cybersecurity, Risk & Disputes division at VMG Health. He is an expert in data privacy, governance, and forensic technology, and he helps organizations respond to data breach incidents using artificial intelligence, analytics, and strategic stakeholder collaboration. He excels in providing actionable insights on forensic technology, cyber investigation, and eDiscovery.
Prior to joining VMG Health, Jaysen held national leadership roles at KPMG and BDO, where he drove technical innovation and pioneered emerging technologies. His experience includes spearheading technology initiatives at KPMG’s Washington DC Ignition Center, creating comprehensive technology strategies, and leading offshore virtual hosting services. He also played a key role in the firm’s forensic technology and eDiscovery services.
Jaysen earned his bachelor’s degree in biology from the University of California, Santa Cruz.
Brian Wilson, based in Chicago, IL, serves as the Managing Director in the Cybersecurity, Risk & Disputes division at VMG Health. With over 25 years of experience, Brian specializes in providing forensic accounting, cyber investigations, dispute, litigation, and risk advisory services. His global expertise spans corporate investigations, digital and mobile forensics, eDiscovery, and cyber investigations, offering organizations scalable, technology-driven solutions.
Before joining VMG Health, Brian held leadership roles across the United States, Asia, Europe, and the Middle East. He founded Dominion Cyber Forensics & Investigations and previously served as Managing Director and Global Head of Data Breach Advisory Services at BDO, as well as Partner at Deloitte China, and KPMG in both the U.S. and China. His work has focused on cyber incident responses, data breaches, and forensic investigations for major global firms.
Brian earned his Bachelor of Science in Business Administration from Valley City State University and pursued graduate studies in accounting at North Dakota State University.
Don Barbo is a Managing Director with VMG Health and leads the firm’s Litigation & Disputes valuation practice. He has performed valuations exclusively for the healthcare industry for over 23 years involving mergers and acquisitions, divestitures, partnership transactions, leasing arrangements, financial reporting matters, divorces, diminution of value, and commercial damages. His extensive healthcare valuation engagements have included hospitals (acute care, long-term care, critical access, behavioral health, and surgical), physician practices (variety of primary care and hospital-based), ambulatory surgery centers, diagnostic imaging centers, cardiac catheter labs, pathology and clinical labs, cancer treatment centers, and dialysis centers. Barbo has also performed engagements for various contracts between hospitals and physicians, including medical director agreements, on-call agreements, lithotripsy service agreements, professional services agreements, and management services agreements.
Barbo also serves as an expert witness in litigation matters for his clients and has an extensive testifying experience in various state and federal courts. His testifying experience involves a wide range of issues including whistle-blower actions, breach of contracts, shareholder disputes, bankruptcy and distressed businesses, and marital divorces. He has spoken extensively to various legal and valuation organizations and has published articles regarding healthcare business valuation issues. Prior to his valuation career, he served as the chief financial officer for a physician practice management company that provides management services to a variety of physician practices. Before that, he served as the controller/financial officer for various emerging companies. He began his professional career as an auditor with a Big 4 national accounting firm.
Barbo is a CPA, holds the Accreditation in Business Valuation from the AICPA, is a member of the Medical Group Management Association (MGMA), and is a member of the Healthcare Financial Management Association (HFMA). He also served on the Technical Advisory Board for the AICPA’s Forensics & Valuation Section Consulting Digest and the Financial Valuation and Litigation Expert newsletter. He holds a BBA in Accounting from Texas Tech University, and an MBA from the Cox School of Business at Southern Methodist University.
- Certified Public Accountant (CPA)
- Accreditation in Business Valuation (ABV)
In addition to being designated as an expert witness in several cases that were resolved prior to his testimony, Mr. Barbo has provided deposition and/or trial testimony in the following cases:
- Cooper Clinic, P.A., Plaintiff, vs. Mercy Health, et al., Defendants; In the Circuit Court of Sebastian County, Arkansas Fort Smith Division, No. CV 2013-766(I); Deposition given on February 23, 2017
- Nephrology Associates of Upland and Pomona, Plaintiff, vs. HLA M. Myint Maung Hwang, M.D., Defendant; In the Superior Court of the State of California, County of Los Angeles – East District, Case No. KC067036; Deposition given on July 28, 2016
- Stephen F. Emery, M.D., et al., Claimants, vs. Meridian Surgical Partners, LLC, et al., Respondents; American Arbitration Association, Case No. 65-20-1400-0026; Testified at arbitration hearing on June 17, 2016
- Dr. Sang Wu, Plaintiff, vs. ProPath Associates, ProPath Services, L.L.P., Rosemary E. Detweiler, et al., Defendants; In the District Court of Tarrant County, Texas, Cause No. 352-270639-14; Deposition given February 10, 2016
- Stratus Anesthesia Associates Fort Worth PLLC f/k/a Ascendant Anesthesia Fort Worth, PLLC, Plaintiff, vs. Aaron Shiraz, M.D. and Trinity Anesthesia Professionals, PLLC, Defendants; In the District Court of Tarrant County, Texas, Cause No. 153-280253-15; Testified at arbitration hearing on December 21, 2015
- United States of America, Plaintiff, ex rel., Thomas Reed Simmons, Relator, vs. Meridian Surgical Partners, LLC, et al., Defendants; In the United States District Court Middle District of Tennessee of the Honorable Judge Campbell, Civil Action No. 3:11-cv-00439; Deposition given March 28, 2014
- Clifford Barry Jones, M.D., Plaintiff vs. Holly Kiyomi Hirai, Defendant; In the Kent County Circuit Court of the Honorable Patricia D. Gardner, Kent County, Michigan, No. 12-00447-DO; Deposition given April 25, 2013
- John McConnell, M.D., Plaintiff vs. Liberty Mutual Insurance Company, Coventry Health Care National Network, Inc., and First Health Group Corp. et al., Defendants; In the District Court of Dallas County, Texas, 298th Judicial District, No. 11-09509; Deposition given March 27, 2013
- Harish Chandna, M.D., Dakshesh “Kumar” Parikh, M.D., and Ajay Gaalla, M.D., Plaintiffs vs. Citizens Medical Center, David P. Brown; et al., Defendants; In the United States District Court, Southern District of Texas, Corpus Christi Division, Civil Action No. 6:10-CV-00014; Deposition given August 9, 2012
- Denver NMR, Inc., Plaintiff vs. Catholic Health Initiatives Colorado, d/b/a Centura Health – St. Anthony North Hospital, James F. Dover and Total Healthcare, Defendants; In the District Circuit, City and County of Denver, Colorado, Case No. 2006CV8454; Deposition given November 9, 2011; Trial testimony given December 8, 2011
- Joe Samuel Bailey, Laserscopic Spinal Centers of America, Inc.; et al., Plaintiffs vs. James S. St. Louis, D.O., Michael W. Perry, M.D., E.F.O. Holdings, LP; et al., Defendants; In the Circuit Court of the Thirteenth Judicial Circuit of the State of Florida, in and for Hillsborough County, Civil Division, Case No. 06-08498 Division L; Deposition given June 24, 2010; Trial testimony given May 2011
- Steven Hebert, M.D., Plaintiff vs. Ameripath DFW 5.01(a) Corporation, Defendant; In the District Court, Collin County, Texas, 199th Judicial District, No. 199-03680-2009; Testified at Arbitration Hearing January 11, 2010
- Philip Bronowitz, M.D., Plaintiff vs. MedicalEdge Healthcare Group, P.A., MedicalEdge Healthcare Group, Inc., Carl Soderstrom and Clay Heighten, M.D., Defendants; In the District Court, Dallas County, Texas, 160th Judicial District, No. 06-06160-H; Deposition given January 29, 2009
- Patrick Roughneen, M.D., Plaintiff, v. Srinivas Paranandi, M.D., Bob Lumpkins, Texas Health Resources, Harris Methodist HEB, and COR Specialty Associates of North Texas, P.A., and David Carter, M.D., Defendants; In the District Court, Dallas County, Texas, 14th Judicial District, No. 06-05004; Deposition given July 17, 2008
- In the Matter of Bradley J. Bergquist and Angela Kendrick, et al., Petitioners, v. Commissioner of Internal Revenue, Respondent; United States Tax Court, Docket Nos. 17530-06, 17535-06, 17537-06, 17541-06, 17545-06, 17549-06; Trial testimony given September 2007
- Arcadian Health Plan, Inc. d/b/a Texas Community Care, Plaintiff, v. PSO Health Services, LLC d/b/a Physicians Health Choice, et al. Defendants; United States District Court Dallas, Western District of Texas, Austin Division, Civil Action No. 1:06-CV-01005-LY; Deposition given September 2007
- Southwest Florida Heart Group, P.A., Debtor, and Louis X Amato, as the Chapter 11 Trustee for Southwest Florida Heart Group, P.A., Plaintiff, v. Henderson, Franklin, Starnes & Holt, P.A., d/b/a/ Henderson Franklin and Guy E. Whitesman, Defendants; United States Bankruptcy Court, Middle District of Florida, Fort Myers Division, Case No.: 9:05-bk-17167-ALP; Deposition given June 2007
- In the Matter of the Marriage of W.E. Burns and Linda Burns; 300th Judicial Court, Brazoria County, Texas, Cause No. 26887; Report issued July 2005; Deposition given November 2005; Trial testimony given December 2005
- Dwayne V. Smith, M.D., v. Preferred Surgical Care, P.S.C.; Commonwealth of Kentucky, Kenton Circuit Court; Case No. 02-CI-2290; Deposition given June 2004; Trial testimony given June 2004; Report issued October 2003
- Steve Moody Micro Services, Inc., v. Kristina Rucker d/b/a MoldLab, et al; United States District Court, Northern District of Texas Dallas Division; Case No. 3:02-CV-02560-D; Deposition given March 2004; Report issued January 2004
- ProPath Services, L.L.P. v. Quest Diagnostic Clinical Laboratories, Inc.; Federal Court, Northern District of Texas, Case No. 3-00-CV2391-H; Deposition given January 2002; Report issued October 2001
- American Health Lawyers Association
- Medical Group Management Association
- Healthcare Financial Management Association
- American Institute of Certified Public Accountants
- Webinar: “Working with Expert Witnesses: Best Practices” – ABA Health Law, June 14, 2022
- Fair Market Value in Today’s Healthcare Transaction Environment: FMV’s Gone Wrong and the Government’s Attempts to Expand Liability, Co-Presenter, Texas Health Lawyers Association, Dallas, TX, November 28, 2017
- Hospital Valuations: Insights and Perspectives, Co-Presenter, Business Valuation Review’s Webinar Special Series on Healthcare Valuations, November 11, 2017
- Horror Stories from the Field – Maintaining Balance to Get the Deal Done, Co-Presenter, Healthcare Dealmakers Conference 10th Annual Meeting, Dallas, TX, May 17, 2017
- Ways and Costs to Align: The Valuation of Physician Practices, Hospitals, ASCs and Other Healthcare Providers, Co-Presenter, Becker’s Hospital Review 8th Annual Meeting, Chicago, IL, April 18, 2017
- Key Valuation Issues for Healthcare Leadership, Co-Presenter, Healthcare Financial Management Association Maryland Spring Conference, Annapolis, MD, March 13, 2017
- Hot Legal and Valuation Issues For Transactions Between Health Systems and Physicians, Co-Presenter, Healthcare Financial Management Association Conference, Chicago, IL, December 13, 2016
- Dancing Between the Raindrops: Managing Close Calls in Healthcare Acquisition Diligence and Documentation, Co-Presenter, Healthcare Deal Makers Conference, Dallas, Texas, May 26, 2016
- Healthcare Consulting, Valuation and Compensation with Case Study, Co-Presenter, Financial Consulting Group University 2016, Atlanta, Georgia, May 24, 2016
- Strategy: Thinking 5 Years Into the Future, Co-Presenter, Becker’s Hospital Review 7th Annual Meeting, Chicago, Illinois, April 28, 2016
- Healthcare Industry Update Regarding Regulatory, Valuation and & Financing Trends, Co-Presenter, Alliance of Merger And Acquisition Advisors, Dallas, Texas, September 24, 2015
- The Impact of Health Reform on the Valuations of Healthcare Provider Business Models, Moderator and Co-Presenter, Healthcare Dealmakers Conference, Dallas, Texas, May 28, 2015
- Friend or Foe: Will Health Reform Improve or Destroy the Value of Hospitals and Other Providers?, Co-Presenter, Healthcare Financial Management Association Lone Star Chapter Spring Institute, Irving, Texas, May 15, 2015
- How the Affordable Care Act Affects Healthcare Appraisals, Co-Presenter, American Society of Appraisers, Webinar professional continuing education course, February 12, 2015
- Hospital Valuations in the Health Reform Era, Co-Presenter, Business Valuation Review’s Online Symposium on Healthcare Valuation series, July 31, 2014
- Key Damages and Valuation Issues in Healthcare Litigation, Panelist, Healthcare Litigation Conference, McGuireWoods, Chicago, IL, April 8, 2014
- Fair Market Value in Health Care Transactions: Advanced (and Thorny) Issues, Part III: Commercial Reasonableness in Contrast with Fair Market Value: What’s the Difference and Who Makes the Call?, Panelist, American Health Lawyers Association, Webinar March 6, 2014
- Health Reform: Where are we? What’s next?, Speaker, Texas Association for Healthcare Financial Management Annual Fall Symposium, San Antonio, Texas, September 2013
- Health Reform: Where are we? What’s next?, Speaker, Texas Association for Healthcare Financial Management’s Seminar Series: Keep Informed, The Hospital you Save May be Your Own, Dallas, Texas, June 2013
- Hospitals Mergers & Acquisitions: Opportunities & Challenges, Instructor, Deloitte internal continuing professional education course, Dallas, Texas, May 2013
- The Impact of Health Reform on Health Systems, Speaker, The Texas Insurance Institute Conference, Dallas, Texas, May 2013
- The New Valuation Frontier: Fair Market Value in New Payment and Delivery Models: A Panel Discussion, Moderator, Southwest Healthcare Transactions Conference, Dallas, Texas, May 2013
- The Ongoing Evolution of Physician Alignment Strategies, Co-Presenter, Webinar hosted by Deloitte Financial Advisory Services LLP and Winstead PC, May 2013
- Challenges in Estimating Cost of Capital in Healthcare, Co-Presenter, Business Valuation Review’s Online Symposium on Healthcare Valuation webinar series, April 2013
- Payer-Physician Alignment Strategies: Prevailing Legal, Valuation, and Industry Perspectives, Co-Panelist, American Bar Association Health Law Section webinar, January 2013
- New M&A Accounting Rules for Not-for-Profit Entities: What Not-For-Profit Buyers Need To Know About The Changing Landscape, Co-Speaker, National Healthcare Industry Conference, American Institute of CPA’s, Las Vegas, Nevada, November 2012
- Mergers & Acquisitions: An Outlook on Industry Trends for Healthcare Providers, Co-Speaker, Deloitte client webinar, November 2012
- Navigating the Practice Acquisition Jungle: A Panel Discussion, Co-Panelist, Medical Office Today webinar, June 2012
- The Future of Physician Practices: A Panel Discussion, Moderator, Southwest Healthcare Transactions Conference, Dallas, Texas, May 2012
- Hospital Valuations in the Health Reform Era, Co-Presenter, Business Valuation Review’s Online Symposium on Healthcare Valuation series, February 2012
- Hospital-Physician Alignment Strategies: A Legal and Fair Market Value Analysis, Co-Presenter, Healthcare Financial Management Association Lone Star Chapter 2012 Winter Institute, Irving, Texas, January 2012
- Hospital Acquisitions of Physician Practices: A Legal and Fair Market Value Analysis, Co-Presenter, Dallas Bar Health Law Section, Dallas, Texas, May 2011
- Positioning for Accountable Care: Strategic, Regulatory and Operational Considerations, Panelist, ACO Seminar, Deloitte LLP and Locke Lord Bissell & Liddell LLP, Chicago, IL, May 2011
- Conference co-chair and moderator for panel discussions, including: Deal Surge: Strategics – Humana’s Acquisition of Concentra; and Accountable Care Organizations, Southwest Healthcare Transactions Conference, Dallas, Texas, April 2011
- Healthcare Business Valuation & Financial Health under Health Reform – Focus on Providers, Co-Presenter, Dallas Bar Health Law Section, Dallas, Texas, April 2011
- Physician Alignment: Achieving Strategic and Operational Value, Co-Presenter, Healthcare Financial Management Association (HFMA) Texas State Conference 2011, Austin, Texas, March 2011
- Hospital Acquisitions of Physician Practices: A Legal and Fair Market Value Analysis, Co-Presenter, Hospitals and Health Systems Law Institute Conference, American Health Lawyers Association, Las Vegas, Nevada, February 2011
- Transactions – Compensation and Valuation, Co-Presenter, Fulbright & Jaworski L.L.P.’s Seventh Annual Health Law Symposium, Houston, Texas, February 2011
- Healthcare Reform: One Year After, Co-presenter, Business Valuation Review Webinar, January 2011
- Healthcare Business Valuations Under Health Reform, Presenter, 2010 Business Valuation Conference, Missouri Society of CPAs, December 2010
- Healthcare Reform and Its Impact on Valuation, Co-presenter, Business Valuation Review Webinar, June 2010
- New M&A Accounting Rules Under SFAS 164 for Not-for-Profit Entities: What not-for-profit buyers need to know about the changing landscape, Co-Speaker, Southwest Healthcare Transactions Conference, Dallas, Texas, May 2010
- Healthcare Reform Update, Keynote Speaker, Bernstein Investment and Research, Dallas, Texas, May 2010
- BVR’s Healthcare Teleconference Series (Part 3 of 3): Valuation of Hospitals, Joint Ventures, and Clinical Co-Management Arrangements, Co-presenter, Business Valuation Review Webinar, December 2009
- Is There A Doctor in the House? Practical Solutions to Making the Correct Diagnosis in a Healthcare Industry Valuation, Co-presenter, AICPA National Business Valuation Conference, San Francisco, California, November 2009
- “Emerging Issues & Trends in Medical Practice Valuations”, Speaker, North Texas Healthcare Compliance Professional Association, Dallas, Texas, November 2009
- Healthcare Valuations in the Current Challenging Environment, Speaker, Pennsylvania MGMA & ACHE of Western Pennsylvania: 2009 Practice Operations Conference, Pittsburgh, Pennsylvania, July 2009
- The Art and Science of Communicating Value in Healthcare Transactions, Co-Speaker, Southwest Healthcare Transactions Conference, Las Colinas, Texas, May 2009
- Healthcare Valuation for Transaction Purposes, Co-presenter, AICPA Webinar, March 2009
- Building Value In & Making Financial Decisions For Your Medical Business, Speaker, The National Association of Portable X-Ray Providers, Orlando, Florida, October 2008
- Current Events in the Dynamic World of Healthcare Valuations, Co-presenter, AICPA/ASA National Business Valuation Conference, Las Vegas, Nevada, November 2008
- An Update of Key Healthcare Regulatory Issues and their Impact on Valuations, Co-Speaker, Southwest Healthcare Transactions Conference, Las Colinas, Texas, May 2008
- Building Value in Your Medical Practice, Speaker, The American Society of Breast Surgeons, New York, New York, April/May 2008
- Healthcare Valuation: The Insiders Edge, Panelist, National Teleconference, Business Valuation Resources, February 2008
- Healthcare Valuation Developments, Challenges and Solutions in 2007, Panelist, AICPA National Business Valuation Conference, New Orleans, Louisiana, December 2007
- Working with the IRS, Financial Consulting Group Fall Conference, New Orleans, Louisiana, December 2007
- Healthcare Valuation and the Impact of Recent Court Cases, Panelist, National Teleconference, Business Valuation Resources, February 2007
- 2006 Healthcare Valuation Update: Trends & Transactions, The Austin Bar Association – The Health Law Section, October 2006
- 2006 Healthcare Valuation Update: Trends & Transactions, The Dallas Bar Association – The Health Law Section, September 2006
- The Valuation of Privately Held Businesses, Austin Bar Association’s Business, Corporation and Tax Law Section, Austin, Texas, November 2005
- Medical Practice Valuations in Changing Times: A Discussion of Key Events and Market Trends Involving Physicians, Their Practices, and the Valuation of Their Business Interests, Doctors’ Referral Service of North Texas, Dallas, Texas, October 2005
- Medical Practice Valuations in Changing Times: A Discussion of Key Events and Market Trends Involving Physicians, Their Practices, and the Valuation of Their Business Interests, Client Conference Co-Sponsored by Bernstein Investment Research and Management and Hill Schwartz Spilker, Keller, LLC, Dallas, Texas, September 2005
- Valuation Services in Litigated Matters: A Discussion of the Nature, Requirements, and Common Challenges Regarding Expert Valuation Services, 2005 Valuation Symposium, HCAPS, Nashville, Tennessee, May 2005
- Healthcare Partnerships: Trends, Opportunities, and Pitfalls. Baker & McKenzie Law Firm (in-house presentation involving multi-offices), February 2005
- Current Valuation Trends and Hot Topics in Healthcare Partnerships, The Dallas Bar Association – The Health Law Section, January 2005
- Ambulatory Surgery Center Partnerships: Current Events and Valuation Issues, Hughes & Luce law firm (in-house presentation involving multi-offices), November 2004
- Ambulatory Surgery Centers: Industry Update and Valuation Issues, Locke Liddell & Sapp law firm (in-house presentation involving multi-offices), November 2004
- Ambulatory Surgery Center Partnerships: Discussion of Business Model and Current Events, Vinson & Elkins law firm, (in-house presentation involving multi-offices), November 2004
- Topic entitled “Ambulatory Surgery Center Partnerships: A Great Business Opportunity or Doomed Business Model?”, 2004 American Society of Appraisers National Advanced Business Valuation Conference, San Antonio, Texas, October 2004
- Topic entitled “The Anatomy of a Medical Practice Valuation”, 2004 Financial Consulting Group Annual National Business Valuation Conference, Houston, Texas, September 2004
Areas of Expertise
Financial Due Diligence