David Lo has over a decade of experience providing clients with valuation and advisory services across the healthcare services and life science sectors in the areas of business valuation, litigation support, intellectual property, and healthcare provider compensation relationships. His experience includes working with healthcare organizations, attorneys, administrators, providers, consultants, investment bankers, and private equity groups in connection with transactions in the healthcare industry. Many of the transactions he analyzes involve Stark, Anti-Kickback, IRC 501(c)(3), and/or other regulatory implications, which require analysis of fair market value and the determination of commercial reasonableness.
David has presented on various healthcare valuation topics to organizations including the American Society of Appraisers (ASA), Medical Group Management Association (MGMA), Ambulatory Surgery Center Association (ASCA), and Strafford.
Prior to joining Stout, he was a Director with HealthCare Appraisers, Inc.
Select Publications
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Healthcare Appraisers (Co-Author) May 2020
2020 ASC Valuation and Benchmarking Surveys
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FMVantage Point (Co-Author) May 2020
2020 Outlook: Telemedicine
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Healthcare Appraisers and Ambulatory Surgery Center Association (Co-Author) May 2021
2021 ASC Valuation and Benchmarking Surveys – Timely Insight into the Trends and Forces Shaping the ASC Industry
Select Presentations and Speeches
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Rocky Mountain ASC Conference & Trade Show (Co-Presenter) June 2019
Financial Health Checkup: The Current State of the ASC Marketplace
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ASCA Virtual Conference July 2020 Webinar
What is the Value of My ASC? Key Transaction Trends in 2020
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Outpatient Endovascular and Interventional Society Annual National Scientific Meeting June 2022
Practice Valuation and Buy-In
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Strafford Legal Webinars (Co-Presenter) June 2023 Webinar
Private Equity Investment and Structuring Physician Compensation: Alignment Strategies, Regulatory Compliance
Practice Areas
Focus Industries
Education
B.B.A., Finance and Economics, Grand Valley State University
Licenses & Designations
Chartered Financial Analyst (CFA)
Accredited Senior Appraiser in Business Valuation (ASA)
Professional Memberships
CFA Institute
American Society of Appraisers
American Health Lawyers Association