Speaker: Jim Hitchner, CPA, ABV,CFF, Managing Director, Financial Valuation Advisors

Speaker: R. Christopher Rosenthal, CPA, ASA, ABV, CFF, AEP, Managing Member, Vallit Dispute and Valuation Advisors

Speaker: David C. Alonge, Alteryx Certified Engineer, Senior Data Analysis, PBMares, LLP

PBMares Baltimore performs Healthcare Audits for large clients every year.  We receive raw data files containing tens of millions of records and process them in an analytic tool called Alteryx.  My presentation will be a demonstration of how Data Analytics and Alteryx have made full audits possible, rather than simply auditing sample selections.

Speaker: Mark Dietrich, CPA, Author and Consultant

Recently retired from active practice, Mark shares the “trade secrets” of a 45-year career with valuation engagements in 46 states, as well as consulting in England and Scotland.

• Overcoming the challenge of determining what portion of available income represents reasonable or replacement compensation – or the return on equity.
• Participants will learn the basics of revenue and profit analysis using physician billing codes from a Case Study, and where to obtain the necessary valuation engagement tools to apply it.

Speakers: Asif Charania, CPA/ABV, CFF, ASA, Partner, Valuation and Forensic Services and Greg Saunders, CPA/ABV, ASA, Senior Manager, Valuation and Forensic Services, Keiter

Learning Objectives for CPE:

• Alternative standards of value and implications for valuation
• The market approach and alternative methods
• Determining “comparability”
• Transaction purpose, motivation of the buyer/seller, financial v. synergistic buyers, distressed sales
• Transaction terms: stock or asset deal, cash deal, seller-financing, contingent consideration, and non-compete agreements
• Availability of financial information to assess trends, profitability, growth prospects; identify required normalization adjustments; and identify specific company risk factors
• Availability of data to assess types of products and services offered and geographic markets and customer base served
• Assessment of the transaction date and whether the multiple reflects current economic, industry, and market conditions as of the valuation date
• Selection of multiples
• Examples of transaction databases
• Representative case precedent

Speakers: Wayne Markey, JD, CPA, ABV, CBA, Attorney at Law, Executive Solution Consultant, W. C. Markey & Associates Tax and Business Services, LLC

Eric Rollinger, JD, MPA, CPA, CVA, MAFF, Principal at Stein Sperling

R. Christopher Rosenthal, CPA, ASA, ABV, CFF, AEP, Managing Member, Vallit Dispute and Valuation Advisors