David Lo, CFA, ASA
Director
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
- Webinar – Private Equity Investment and Structuring Physician Compensation: Alignment Strategies, Regulatory Compliance; co-presented with Glenn Prives, Esq., Member, Epstein Becker & Green, and Patrick Souter, Of Counsel, Gray Reed & McGraw; hosted by Strafford, June 8, 2023
- Practice Valution and Buy-In, Presented at the Outpatient Endovascular and Interventional Society (OEIS) Ninth Annual National Scientific Meeting, June 24 in Las Vegas, NV.
- 2022 Outlook: Physician Practice Industry, co-authored with Nicholas J. Janiga, ASA, January 12, 2022
- 2021 Update: Physical Therapy Clinics & Centers, co-authored with Nicholas J. Janiga, ASA, October 13, 2021
- 2021 ASC Valuation and Benchmarking Surveys – Timely Insight into the Trends and Forces Shaping the ASC Industry, co-authored with Nicholas J. Janiga, ASA, Matthew J. Muller, ASA, David Lo, FA, ASA, Daniel Levin, CFA, ASA May 2021
- What is the Value of My ASC? Key Transaction Trends in 2020, ASCA 2020 Virtual Conference
- The Value of Branding in Healthcare, co-authored with Giulia F. Pace, MBA, CVA and Nicholas J. Janiga, ASA, October, 2020
- Reimbursement Analyses: Analyzing the Impact of Provider Collaboration (co-authors with Ciara A. Pocino and Nicholas J. Janiga, ASA), FMVantage Point (Web Edition), September 17, 2020
- 2020 Outlook: Telemedicine (co-authors with Matthew J. Muller, ASA and Nicholas J. Janiga, ASA), FMVantage Point (Web Edition), May 28, 2020
- 2020 Outlook: Physical Therapy Clinics and Centers, (co-author with David Pine and Nicholas Janiga, ASA) April 2020
- 2020 ASC Valuation and Benchmarking Surveys (co-authors Matthew J. Muller, ASA, Nicholas J. Janiga, ASA and Daniel I. Levin, CFA, ASA), Spring 2020
- Bytes to Bucks: The Valuation of Data, (co-author with Luis Argueso and Nicholas Janiga, ASA) August 2019
- Panelist – Financial Health Checkup: The Current State of the ASC Marketplace, CASCA 2019 Rocky Mountain ASC Conference & Trade Show, Denver, Colorado, June 28, 2019
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
Medicare Shared Savings Program Results for Performance Year 2022
Authors: Matthew J. Muller, ASA, and Nicholas J. Janiga, ASA Download the PDFIn August 2023, the Centers for Medicare & Medicaid Services (CMS) released 2022 Performance Year Financial and Quality Results data related to the Medicare Shared Savings Program...
2023 On-Call Summary Review
HealthCare Appraisers is pleased to present its 2023 On-Call Summary Review. This publication summarizes key observations in on-call coverage arrangements observed during the past four years, and includes statistics associated with payment and coverage structures from...
2023 Cardiology Industry Outlook: A Reviving Heartbeat
Authors: Bobby Van Dusen, MSAQF, Matthew J. Muller, ASA, and Nicholas J. Janiga, ASA Download the PDFThe cardiology sector has experienced a surge in transaction activity in recent years, with the main buy-side participants being private equity-backed physician...
2023 Outlook for Medical Diagnostic Imaging Equipment: Appraisal Considerations When Determining Fair Market Value of Gamma Cameras
Authors: Ciara A. Kerney, Kirsten Hodges, ASA and Jeffrey Doyle, ASA Download the PDF WHAT IS A GAMMA CAMERA? Nuclear medicine is a subspecialty within radiology that utilizes small amounts of radioactive material in order to assess bodily function and anatomical...
2023 Outlook for Medical Diagnostic Imaging Equipment: Appraisal Considerations When Determining Fair Market Value of Mammography Systems
Authors: Kirsten Hodges, ASA and Jeffrey Doyle, ASA Download the PDF WHAT IS A MAMMOGRAM? A mammogram is a low-dose x-ray image used to screen for and diagnose breast cancer and other diseases and disorders of the breast. Mammography produces images of breast tissue...
Upcoming Events
Sept 27-29 | AHLA Fraud & Compliance Forum
September 27-29, 2023 | Baltimore, MD HealthCare Appraisers is proud to serve as a Platinum Sponsor. About the Fraud and Compliance Forum This important program brings together legal counsel, compliance officers, and government representatives for an invaluable...
Oct 4-6 | Florida Hospital Association 2023 Annual Meeting
October 4-6, 2023 | Orlando, FL HealthCare Appraisers is proud to serve as a Bronze Sponsor. Managing Partner Daryl P. Johnson, MAcc, CVA, Partner Hunter M. Outcalt, MTX, CPA/ABV, and Chief Business Development Officer Richard F. Clarke, Jr. will be in attendance. ...
Oct 11-13 | Georgia Alliance of Community Hospitals 40th Annual Conference
October 11-13, 2023 | Greensboro, GA HealthCare Appraisers is proud to serve as a Bronze Sponsor with Chief Business Development Officer Richard F. Clarke, Jr. in attendance. Each year, the Georgia Alliance of Community Hospitals brings together its membership of...
Oct 21 | Baptist Health Foundation Grand Gala
October 21, 2023 | Miami Beach, FL HealthCare Appraisers is proud to serve as a Bronze Sponsor. MEET THE BENEFICIARIES Baptist Health South Florida Fund - Where the Need is Greatest INSTITUTES Lynn Cancer InstituteLynn Heart & Vascular InstituteLynn Women’s Health...