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

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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...

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 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...