| Trending Matters in Business Valuation and Healthcare Valuation
Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Shipping Weight: 0lbs. 0oz.
In today’s world, efficient practice management can be the difference between landing or losing opportunities. This session will dig into practice management, currently debated specialized topics, and will assess various tools all valuation professionals should have in their tool chest to help meet the challenges in developing a business valuation analysis (generally, as well as in valuing healthcare enterprises, assets, and services) as they relate to the four paramount market influences of the healthcare industry—the Four Pillars: reimbursement, regulatory, competition, and technology. The panel will provide tips on practicing solo and how a business valuation practice thrives in a CPA firm. The panel of instructors will also express insights on marketing and specialization.
After completing this webinar, attendees will be able to:
- Recognize areas of vulnerability in building a business valuation such as the current status of pass-through taxes, the development of a discount rate, and utilization of third party experts
- Identify the Four Pillars of healthcare value
- Explain the market influences driving the most recent iteration of healthcare reform
- Evaluate tools which promote efficiency and defensibility of valuation engagements
- Express complex building blocks within a business valuation and healthcare valuation
- Utilize research and empirical data effectively
Who Should Attend
Financial professionals with an interest in business valuation and healthcare valuation
Robert Cimasi, MHA, ASA, FRICS, MCBA, AVA, CM&AA
Mr. Robert J. Cimasi has served as president of Health Capital Consultants (HCC), a nationally recognized healthcare financial and economic consulting firm headquartered in St. Louis, Missouri since 1993. Mr. Cimasi has over 25 years of
experience in serving clients, with a professional focus on the financial and economic aspects of healthcare service sector entities including: valuation consulting and capital formation services; healthcare industry transactions including joint
ventures, mergers, acquisitions, and divestitures; litigation support and expert testimony; and certificate-of-need and other regulatory and policy planning consulting.
Mr. Cimasi holds a masters in Health Administration from the University of Maryland, has served as an expert witness on cases in numerous courts, and has provided testimony before federal and state legislative committees. He is a nationally
known speaker on healthcare industry topics, the author of several books, including his latest, The Adviser’s Guide to Healthcare (2010—AICPA), numerous chapters, published articles, research papers and case studies, and is often quoted
by healthcare industry press. In 2006, Mr. Cimasi was honored with the prestigious Shannon Pratt Award in Business Valuation conferred by the Institute of Business Appraisers. In 2011, he was named a Fellow of the Royal Institution of
Chartered Surveyors (RICS) and serves on the Editorial Board of the RICS Modus Americas Journal.
Marc Bello, CPA/ABV, CVA, MAFF, MST
Mr. Marc Bello is a nationally recognized expert in business valuation and forensic accounting. He has appeared as an expert witness in the United States Tax Court as well as Massachusetts superior and probate courts. Attorneys seek Mr. Bello’s
expertise in the area of business valuation, litigation support, forensic accounting, lost profits, business interruption, economic damages, and taxation.
Mr. Bello is a partner at Edelstein & Company and is the leader of the Business Valuation and Forensic Accounting Team. Prior to joining Edelstein, his experience includes working at an international pharmaceutical global enterprise based in Boston, in addition to handling tax engagements for public and private companies and other accounting firms.
He regularly provides business valuations in the context of marital dissolution, shareholder and partner disputes, financial reporting, gift and estate planning, business planning, and decision-making. Divorce situations often present an array of
sensitive financial matters; Mr. Bello has extensive experience with complex compensation issues in divorce, such as stock options, restricted stock, phantom stock plans, double dip factors, determining annual income, and assisting
attorneys with calculating support orders. His forensic accounting experience includes finding and identifying hidden income and assets that can be pivotal to divorce resolutions.
Mr. Bello has authored numerous articles related to divorce, forensic accounting, and family business operations. He is a frequent lecturer on issues of business valuation and forensic accounting at conferences around the country. A regular
instructor for the National Association of Certified Valuators and Analysts™ (NACVA®), Mr. Bello has been the lead instructor for the Current Update in Valuations course since 2007. He is also an instructor for the Intermediate Business
Valuation Training Center. Mr. Bello is the co-editor in chief for Around the Valuation World® and is serving a three year term on NACVA’s
Forensic Litigation Board. He currently sits on the Family Law Advisory Committee for Massachusetts Continuing Legal Education and is the treasurer of Camp Bauercrest in Amesbury, Massachusetts.
Mr. Bello is the past chair of NACVA’s Executive Advisory Board, Valuation Credentialing Board, and Educational Quality Assurance Board.