The Anatomy of a Deal
December 13, 2014

1–5 Attendees:
$220
6–10 Attendees:
$275
11+* Attendees:
 $325

Program Description

This webinar will enable the attendee to define the goals and roles that valuators should play and the valued-added information they can provide. Attendees will leave the presentation with a better understanding of how to maximize the benefit of their services beyond the numbers and how the valuator becomes part of the overall transaction process. Valuation analysts provide the fair market reality check that should be an integral part of the process—not a barrier. The presenters will use case studies to illustrate the importance to ensure the development of an equitable relationship related to the transaction from the perspective of a hospital, developer, and valuator.

Learning Objectives

After completing this webinar, attendees will be able to:

  • Identify and differentiate the roles and goals of parties involved in healthcare transactions
  • Establish the strategic and operational goals of the transaction
  • Increase value-added information and services that exceed a dollar amount

Who Should Attend

CEOs, valuators, business developers, compliance officers

Presenter(s)

Rick Buchsbaum
Mr. Rick Buchsbaum possesses 20 years of experience in accounting, business, and finance. Over the past 14 years, Mr. Buchsbaum has specialized in management of physician operations, acquisition transactions, including due diligence work, conversion to HOPD departments, and revenue cycle financial review and redesign. He has a strong background in the operations of physician practices, redesign of business office operations, and the startup of office based procedure centers, physician practices, and ambulatory surgery centers. Mr. Buchsbaum’s services focus closely upon the management, development, and implementation of business and strategic plans.

Mr. Buchsbaum’s has worked closely with physicians, hospitals, and corporate executives to develop new ventures, facilitate acquisition and integration of existing practices, manage existing practice operations, develop compensation plans, and perform detailed practice analysis. He also possesses strong knowledge of physician practice operations, joint venture/ambulatory surgery centers development and startup, and pre- and post-merger integration and conversion. His projects routinely involve complex financial and operational transactions and are critical to the success of the organization.

Sean Hogan
Mr. Sean Hogan is president of SSM DePaul Health Center, a 478-bed acute-care hospital located in Bridgeton, Missouri, and service line executive for the Ambulatory Services division of SSM Health Care–St. Louis, for which he oversees the network’s outpatient imaging, ambulatory surgery, endoscopy, and sleep center as well as joint ventures and other ambulatory partnerships. He previously served as the executive vice president/chief operating officer as well as the strategy and business development leader for SSM DePaul. Before originally joining SSM DePaul in 1999, Mr. Hogan served as vice president of operations over three hospitals in the Providence Health System based in Portland, Oregon. Mr. Hogan holds a master’s degree in health administration from Saint Louis University.

Richard Romero, MBA, CVA, CHFP, PAHM
Mr. Richard Romero has over 20 years’ experience assessing the financial performance of various entities. Mr. Romero’s practice focuses on valuation and litigation support. His previous experience includes strategic and operational consulting, bankruptcy and turnaround, valuation, litigation support, expert witness services, compliance and employment-related matters. Mr. Romero has experience in the valuation of a variety of healthcare entities and contractual relationships.

Prior experience also includes his leading the healthcare forensic and dispute-consulting practice for one of the eighth largest public accounting firms in the U.S. He was a member of the healthcare practices at nationally known consulting firms. He has presented nationally and been published on topics involving healthcare, litigation, and valuation. Mr. Romero maintains memberships in several professional healthcare organizations and currently serves on the advisory committee for the Healthcare Practice Group of the National Association of Certified Valuators and Analysts (NACVA). Mr. Romero has a master of business administration degree from the University of Florida and a bachelor of science degree from University of Tampa. His professional designations include Certified Valuation Analyst (CVA), Certified Healthcare Financial Professional (CHFP), and Professional, Academy for Healthcare Management (PAHM).

CPE Credit



Rick Buchsbaum


Sean Hogan


Richard Romero, MBA, CVA, CHFP, PAHM



 

Program Level:Intermediate Prerequisites:  Previous training or research on subject matter being taught. Advanced Preparation: None
Delivery Method: Group Internet-Based  CPE Credits: Two (2) hours
Fields of Study:Management Advisory Services 
1–5 Attendees:
$220
6–10 Attendees:
$275
11+* Attendees:
 $325

Webinar will begin at 12:30 p.m. Central Time (CT) and 1:30 p.m. Eastern Time (ET)

*For pricing on groups of more than 20, please click here.

Register Online or call (800) 677-2009

NASBA

The Consultants' Training Institute (CTI) 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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