David Lo, CFA, ASA

Director

Office: Denver

Main: (303) 688-0700
Direct: (303) 566-3195

Email: dlo@hcfmv.com

 

David Lo is a Director in the Denver office.

Lo is a Director in HealthCare Appraisers’ Denver office, where he has been providing his clients analysis and consultation in business valuation, intellectual property, litigation support, and healthcare provider compensation relationships since 2014.  Prior to joining HealthCare Appraisers, Lo gained experience in investment analysis and the healthcare industry through internships with a non-profit health maintenance organization and a middle market private equity firm.

Lo earned a Bachelor of Business Administration degree in 2014 from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics.  Lo also earned a minor in math through the College of Liberal Arts and Science at Grand Valley State University.  Lo is a CFA charterholder and an Accredited Senior Appraiser (ASA) in business valuation.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS AND PRESENTATIONS

EDUCATION

  • Seidman College of Business, Grand Valley State University, Grand Rapids, MI, Bachelor of Business Administration – Majors: Finance and Economics; Minor: Math

CREDENTIALS

  • Chartered Financial Analyst, CFA Institute
  • Accredited Senior Appraiser (ASA) in Business Valuation, American Society of Appraisers

PRIOR PROFESSIONAL AFFILIATIONS

  • Intern, Braeburn Wealth Management
  • Intern, Blue Care Network
  • Intern, Blackford Capital, LLC
  • Intern, Marcus & Millichap

Recent Insights

Shift-Based Providers and Cost Efficiency: Rethinking the Premise

Authors: Andrew Worthington and James R. Hills, CPA/ABV Download the PDFORIGINALLY PUBLISHED BY THE AMERICAN ASSOCIATION OF PROVIDER COMPENSATION PROFESSIONALS HOSPITAL-BASED CARE Due to requirements set forth by the Emergency Medical Treatment and Labor ACT...

Navigating Medicare’s New Billing Rules for Split/Shared Visits

Authors: Gavin Heckman, MBA, MSBA and James R. Hills, CPA/ABV Download the PDF OVERVIEW On November 2, 2021, the Centers for Medicare & Medicaid Services (CMS) published the 2022 Medicare Physician Fee Schedule (MPFS) final rule (the “2022 Rule”), which included...

HealthCare Appraisers Names Three Directors

BOCA RATON, Fla., July 26, 2022 – HealthCare Appraisers has promoted the following employee-owners to Directors within the organization: Alyse Bentz, JD, MPH Gavin Heckman, MBA, MSBA Elizabeth Neiberg, JD “On behalf of the company, congratulations to these three...

Upcoming Events

Sep 28-30 | AHLA Fraud and Compliance Forum

HealthCare Appraisers is a proud Platinum Sponsor. HealthCare Appraisers' Director Elizabeth Neiberg, JD is presenting in the panel session on Thursday, September 29 from 8:00 a.m. – 9:15 a.m. titled “Physician Compensation – The Enforcement Trend That Never Seems to...

Oct 9-12 | MGMA Medical Practice Excellence: Leaders Conference

October 9-12, 2022 | Boston Convention and Exhibition Center, MA HealthCare Appraisers will be exhibiting in booth #817. WHERE MEDICAL PRACTICE PROFESSIONALS SEEKING EXCELLENCE THRIVE. WELCOME TO MEDICAL PRACTICE EXCELLENCE: LEADERS CONFERENCE. WHAT IS MPE: LEADERS...