February 20, 2008 Teleconference

Healthcare Valuation

Featuring Mark Dietrich, Don Barbo, Carol Carden, and J.D. Epstein
Telephone Dial-In Audio Conference
Wednesday, February 20, 2008

10:00am -11:40pm Pacific Time

Why Should You Attend?
Our panel of healthcare valuation experts is back and ready to provide their insights on the booming healthcare marketplace! This tele-conference will focus on key valuation issues & real-world transactions, including local market differences, medical practices, ASCs, imaging centers, cancer centers, physician-hospital joint ventures, and physician-employee compensation. This is a truly can’t miss tele-conference for all healthcare appraisers, transaction advisors, and hospital CEOs/CFOs/Development Officers. We’ll also discuss recent CMS’ proposed and final rules and other regulatory matters. 

Register for Conference for $249

Register for Conference and TC Pack for $339
BVR is going green and saving you money! The new TC Pack is a CD that includes audio recording, e-transcript (in PDF), conference presentation,and all ancillary reading materials for which BVR holds the copyright.  This new product is even more valuable for our attendees – as well as for those who can’t make the session! 

Presented by Business Valuation Resources, LLC. Earn TWO INTERACTIVE CPE credits for participating in this conference. Only $249.00 for a single dial-in connection. Use your conference room and the whole office can listen in. Two CPE credits are available for each additional listener sharing the same phone connection for only $49.00 per person.

Program Level: Basic
Prerequisites: None
Advance Preparation: None
Instructional Method: Group-Live

Learning Objectives:

  • Provide an overview of the hot healthcare transaction market
  • Understand recent and expected regulatory and reimbursement changes
  • Understand the impact of local market factors
  • Subsector analysis of current trends and issues
  • Discuss the outlook for healthcare valuation

Program Outline:

  • Introduction to Healthcare Valuation: The Insiders Edge
  • Setting the Stage: Regulatory Update and the Impact on Healthcare Valuations
  • All Healthcare is Local: Understanding the Impact of Regional Market Differences
  • Physician Practice transactions: Is the 2nd Time Around the Charm?
  • ASC, Imaging Centers, and Cancer Center transactions: Any end in sight?
  • Compensation Valuations: You want to pay what!?!?
  • Under Arrangements and Other Threatened Healthcare Models
  • Q&A session
  • Outlook for Healthcare Transactions in 2008

Mark Dietrich Photo

Mark Dietrich, CPA, ABV, MBA, MST

Mark holds a Masters of Science Degree in Taxation, an MBA with high honors, and a BSBA (Accounting), summa cum laude, Beta Gamma Sigma.  He is a member of the AICPA and its ABV Credential Committee, the Massachusetts Society of CPAs and holds the ABV (Accredited in Business Valuation) designation from the AICPA.  Mark’s web address, www.cpa.net, is the leader in medical practice valuation information.

Mark has authored numerous materials in his areas of practice expertise, including taxation, valuation, personal and enterprise goodwill, noncompete agreements, the healthcare regulatory environment and capitated managed care in such national journals as The Journal of Accountancy, Business Valuation Review, Valuation Strategies, Healthcare Financial Management and CPA ExpertContinuing education courses include: The Practicing CPA’s Business Valuation Course, The Practicing CPA’s Medical Practice Valuation Course, Providing Consulting Services to Physician Practices, Basic Business Valuation, How to Win at Medicare Managed Care, and How to Value, Buy and Sell a Medical PracticeHis 2001/2002 Medical Practice Valuation Guide Bookwas peer reviewed by the country’s top valuation experts.  Mark co-authors PPC’s Guide to Healthcare Consulting and is contributing author to Shannon Pratt’s The Lawyers’ Business Valuation Handbook (published by the American Bar Association) and to Valuing Professional Practices and Licenses, A Guide for the Matrimonial Practitioner (published by Aspen).  He is also on the Editorial Board of the AICPA’s CPA Expert and a frequent presenter at AICPA National Valuation and Healthcare Conferences.

Mark is an experienced negotiator, with numerous contract and merger and acquisition transactions to his credit, including such diverse transactions as managed care contracts and a sale of an Internet Technology company to a Fortune 50, with values from under $1.0 million to in excess of $100 million.  He has performed more than 150 valuations and testified as an expert witness in divorce, civil litigation and qui tam proceedings.

Don Barbo Photo

G. Don Barbo, CPA/ABV

Don Barbo is the Partner in Charge of Healthcare Valuation Services for Hill Schwartz Spilker Keller, LLC (www.hsskgroup.com).  HSSK is a full service business valuation and litigation consulting services firm consisting of approximately 20 professionals with offices in Dallas and Houston.

Don has extensive experience in healthcare valuation engagements involving mergers and acquisitions, divestitures, partnership transactions, leasing arrangements, divorces, and commercial damages.  His healthcare valuation experience includes hospitals, ambulatory surgery centers, imaging centers, cardiac catheter centers, and physician practices.  He has also served as the chief financial officer for a physician practice management company.

Don has published numerous articles and is a frequent speaker regarding the valuation of healthcare businesses. He also serves on the Panel of Experts for the Healthcare Section of the Financial Valuation and Litigation Expert’s Newsletter.

He holds an undergraduate degree in accounting from Texas Tech University and an MBA from the SMU Cox School of Business. He is also a Certified Public Accountant (CPA), and is Accredited in Business Valuations (CPA/ABV).

Carol Carden Photo

Carol W. Carden, CPA/ABV, AM, CFE

Carol Carden is a Director with ValuePoint Consulting Group and provides business valuation and related consulting services to a wide variety of business organizations, primarily in the healthcare industry.  Ms. Carden’s primary areas of expertise are in finance, valuation, managed care and revenue cycle operations for healthcare organizations.  She has performed appraisals of businesses and securities for a wide variety of purposes such as mergers, acquisitions, joint ventures, management service agreements and other intangible assets.

In addition to being a Certified Public Accountant, she has also earned the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants, the Accredited Member (AM) credential from the American Society of Appraisers and the Certified Fraud Examiner (CFE) credential from the Association of Certified Fraud Examiners.

J.D. Epstein, J.D.

Since the early seventies, J.D. has limited his practice to health care issues, and has represented thousands of hopitals, nursing homes, home health agencies, HMOs, physicians, medical staffs, and related clients throughout the country. His representaion of these clients has included appearing before administrative appeals boards, such as the Provider Reimbursement Review Board (PRRB) and Fiscal Intermediary Provider Appeals Committees, and in the federal courts. It has also included negotiating and settling disputes relating to Blue Cross and other third-party payor contracts.

J.D. consults with clients in such areas as fraud and abuse, Stark, and federal False Claims Act matters; corporate organizations; acquisitions, mergers, and consolidations; structuring and managed care contracting. J.D. received a B.S. from University of Illinois and a J.D. from the University of Illinois. He currently practices with Greer, Herz & Adams.

CPE Credit Information

Earn 2 Interactive CPE Credits (Consulting Services)
Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org NASBA Sponsor

Please note: To receive CPE credit, you must fill out the post conference survey. The survey link is e-mailed to participants along with the dial-in number and registration code, normally sent two or more days prior to the conference. CPE credit only registrants will be sent the survey link via e-mail.

Complaint Resolution Policy:
Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your telephone conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 for a satisfactory resolution of your concern or you may submit a written request for a full refund within 30 days of the date of this program to Stephanie Crader at: stephaniec@bvresources.com or at (503) 291-7963, ext. 102.