Jordan A. Zoeller, MAcc, CFA

Manager

Office: Denver

Main: (303) 688-0700

Fax: (303) 688-0701

Email: jzoeller@hcfmv.com

Jordan Zoeller is a Manager in the Denver office.

Zoeller is a Manager in the Denver office where he assists in a wide variety of projects, including the analysis of healthcare business entities and compensation. Zoeller received a Bachelor of Science in Finance and a Master of Accountancy from Tulane University. Prior to joining Healthcare Appraisers, Zoeller served as a financial analyst intern at Chaffe & Associates, Inc. where he assisted in the valuation of closely-held businesses. In addition, Zoeller also worked as an internal auditor with Louisville Metro Government of Kentucky. He has been a CFA charterholder since August 2022.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS & PRESENTATIONS

 

EDUCATION

  • Tulane University | New Orleans, LA | Bachelor of Science in Management, Major: Finance | Minor: Public Health
  • Tulane University | New Orleans, LA | Master of Accounting

CREDENTIALS

  • Chartered Financial Analyst, CFA Institute
  • Candidate, American Society of Appraisers

PRIOR PROFESSIONAL AFFILIATIONS

  • Internal Auditor | Louisville Metro Government
  • Intern | Chaffe & Associates, Inc.

Recent Insights

ASC Valuation, Transaction, and Industry Trends in 2023

Authors: Matthew J. Muller, ASA, Benjamin Cloutier, and Nicholas J. Janiga, ASA Download the PDF ASC VALUATION, TRANSACTION, AND INDUSTRY TRENDS IN 2023[1] The ambulatory surgery center (ASC) sector has been an attractive one for healthcare investors in recent years....

Ensuring Compliance Post COVID-19

Authors: Kevin Obletz, JD, CVA and Alyse Bentz, JD, MPHOverview On May 11, 2023, the federal Public Health Emergency (“PHE”) waivers put in place three years ago will expire. These waivers, enacted pursuant to Section 1135 of the Social Security Act, 42 USC § 1320b-5,...

Surgical Tools of the Trade: Derivatives in Healthcare Transactions

Authors: Jordan A Zoeller, MAcc, CFA and Nicholas J. Janiga, ASA Download the PDFWhile equity interest transactions and outright acquisitions are the most common pathways to acquiring a desirable healthcare business or asset, many healthcare businesses are approaching...

Industry Outlook: Orthopedic Practices and Ancillary Services

Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFOrthopedic practices have long generated interest from outside buyers, including hospitals and health systems, and more recently, private equity firms. There are many rationales and factors...

Upcoming Events

Jun 12 | SSM Health Foundation Open

June 12, 2023 | Norwood Hills Country Club HealthCare Appraisers is a proud event supporter. Join us for a day of golf and supporting local health care initiatives while connecting with corporate community members. Register a team or become a sponsor now for the 8th...

June 13-14 | Hi2 Conference

HealthCare Appraisers Partner Nicholas J. Janiga, ASA and Director Daniel I. Levin, CFA, ASA will be attending. Home Care Innovation + Investment Conference (HI2) . “H.I. Squared” is where providers of home health, personal care and hospice come to buy, sell, procure...

Jun 14-17 | 2023 TBA Conference

HealthCare Appraisers Manager Alex Houston and Director Nicole M. Jacobsen will be attending. Join your colleagues for the 2023 TBA Annual Convention in Knoxville, TN - June 14-17. On the conference website, find full information on registration and programming. Learn...