Daniel I. Levin, CFA, ASA
Manager
Daniel Levin is a Manager in the Denver office.
Levin assists in a wide variety of healthcare valuation assignments. Prior to joining HealthCare Appraisers, he worked in Equity Research providing investment analysis on publicly-traded healthcare companies to hedge fund and mutual fund clients. Levin’s past experience also includes an internship at the Cleveland Clinic working on the Revenue Cycle Management team in the finance department.
Levin graduated summa cum laude from Florida Atlantic University in 2013 where he earned a Bachelor’s degree, majoring in Interdisciplinary Studies with a double minor in Economics and Political Science. He has been a CFA charterholder since September 2017, and has been published in a leading valuation-industry trade publication.
PRACTICE AREA
- Business Valuation
PUBLICATIONS AND PRESENTATIONS
- 2021 Outlook: Diagnostic Imaging Centers and Radiology Practices, co-authored with Nicholas J. Janiga, ASA, May 3, 2021
- Quarterly Insight: Q3 2020, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, January 13, 2021
- Valuation Trends and Considerations: Laboratories, co-authored with Nicholas J. Janiga, ASA and Matthew J. Muller, ASA, January 8, 2021
- ASC Valuation and Transaction Trends, Published in ASC Focus, The ASCA Journal, October 2020 Issue.
- Quarterly Insight: Q2 2020, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, September 21, 2020
- 2020 Outlook: Diagnostic Imaging Centers and Radiology Practices (co-author Nicholas J. Janiga, ASA) FMVantage Point (Web Edition), July 21, 2020
- Quarterly Insight: Q1 2020, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, June 18, 2020
- Physician Practice Management Organizations After COVID-19: What Does the Future Hold? (co-author Nicholas J. Janiga, ASA), FMVantage Point (Web Edition), May 6, 2020
- Quarterly Insight: Q4 2019, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, April 20, 2020
- 2020 ASC Valuation and Benchmarking Surveys (co-authors Matthew J. Muller, ASA, Nicholas J. Janiga, ASA and David Y. Lo, CFA), Spring 2020
- 2020 Outlook: Home Health and Hospice, FMVantage Point (Web Edition), March 25, 2020
- 2020 Outlook: Dialysis Clinics and ESRD, co-authored with Nicholas J. Janiga, ASA and Teja Lingam, MSAQF, FMVantage Point (Web edition), March 6, 2020
- Quarterly Insight: Q3 2019, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, January 24, 2020
- Quarterly Insight: Q2 2019, Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, October 10, 2019
- Quarterly Insight: Q1 2019, Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, June 26, 2019
- FMVantage Quarterly Insights Newsletter, Quarter 4, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, Andrea Ferrari and Luis A. Argueso, April 2019.
- FMVantage Quarterly Insights Newsletter, Quarter 3, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, Andrea Ferrari and Luis A. Argueso, January 2019.
- FMVantage Quarterly Insights Newsletter, Quarter 2, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, October 2018.
- Freeze the Fat, Heath-Up the Multiple: A Discussion of Valuations in the Healthcare Space, The Value Examiner, July/August 2018.
- FMVantage Quarterly Insights Newsletter, Quarter 1, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, Mathew J. Milliron and Luis A. Argueso, May 2018.
- FMVantage Point: 42 Million Reasons to Consider FMV in Marketing Arrangements, co-authored with Nicholas J. Janiga, November 10, 2017.
EDUCATION
- Florida Atlantic University, Boca Raton, FL, Bachelor of Arts – Major: Interdisciplinary Studies, Minors: Economics and Political Science (summa cum laude)
APPRAISAL EDUCATION
- Completed Level III of the Chartered Financial Analyst Program (June 2017)
- Completed Level II of the Chartered Financial Analyst Program (June 2016)
- Completed Level I of the Chartered Financial Analyst Program (June 2015)
PRIOR PROFESSIONAL AFFILIATIONS
- Equity Research Associate, Northcoast Research
- Intern, Cleveland Clinic
Recent Insights
Avoiding Red Flags in Medical Directorships – A Valuator’s Guide
Authors: Fred Lara, CFA, ASA, CVA and Kevin Obletz, JD, CVAOriginally published by the American Association of Provider Compensation Professionals. "The cornerstones of regulatory compliance, the concepts of commercial reasonableness and fair market value (“FMV”) are...
HealthCare Appraisers, Inc. Announces New Women’s Leadership Council
BOCA RATON, Fla., Sept. 1, 2021 – Healthcare Appraisers, Inc. has appointed a new Women’s Leadership Council. The council will be working on several initiatives with other leaders in the company to advance dialogue about issues impacting equity, inclusion, and...
HealthCare Appraisers, Inc. Appoints New Chief DEI Officer
BOCA RATON, Fla., August 30, 2021 – Andrea Ferrari, JD, MPH, has been appointed Chief Diversity, Equity and Inclusion Officer for Healthcare Appraisers, Inc. In this position, Ms. Ferrari will lead Healthcare Appraisers’ diversity, equity and inclusion strategies....
OIG Advisory Opinion: Will Clarification on Group Practice Definition Create Additional Opportunities for Physician Investors?
Authors: Alyse Bentz, JD, MPH and Kevin Obletz, J.D., CVA Download the PDFA recent Advisory Opinion[1] (“AO”) offers clarification on the group practice definition for purposes of Section 1877(h)(4) of the Social Security Act and 42 CFR §411.352 (collectively, the...
CMS Proposed Updates to Open Payments Program
Author: David W. Sands, CVA Download the PDFThe Centers for Medicare and Medicaid Services’ (CMS) Proposed Rule for the 2022 Physician Fee Schedule (as of July 2021)[1] includes updates to the Open Payments Program to require additional information with respect to the...
Upcoming Events
Sept 21 – Oct 1 | AHLA Fraud and Compliance Forum 2021
HealthCare Appraisers is the Exclusive Platinum Sponsor of both the virtual and in-person events. This important program brings together legal counsel, compliance officers, and government representatives for an invaluable learning and networking opportunity. The...
Sept 27 | Webinar: Care Coordination, Clinical Integration, Group Practices and Research, Oh, My: Designing Healthcare Provider Incentives After COVID and New Stark Law and AKS Final Rules
A Strafford webinar featuring Healthcare Appraisers' Partner Andrea M. Ferrari, JD, MPH. A live 90-minute CLE video webinar with interactive Q&A. Date: Monday, September 27, 2021Time: 1:00pm-2:30pm EDT, 10:00am-11:30am PDT Overview: This CLE webinar will guide...
Oct 24-27 | MGMA Medical Practice Excellence Leaders Conference
Healthcare Appraisers will be exhibiting at booth #231. EXPERIENCE EDUCATION, INNOVATION AND CONNECTION TO DRIVE EXCELLENCE. You won't want to miss the impressive line-up of educational sessions chock-full of tools, case studies and actionable takeaways. The line-up...
Nov 1-3 | 2021 BOMA International’s Medical Office Buildings + Healthcare Real Estate Conference
Healthcare Appraisers is a proud Bronze Sponsor of this event. BRINGING THE FUTURE OF MEDICAL REAL ESTATE INTO FOCUS These unprecedented times have intensified change in the rapidly evolving healthcare real estate market, and they require a renewed focus on the...