Rob Hauptman provides valuation and financial advisory services to healthcare clients for numerous purposes including fair market value opinions for regulatory compliance, acquisitions and divestitures, purchase price allocations, goodwill impairment testing, fairness and solvency opinions, estate and gift taxation, shareholder disputes, issuance of equity compensation and stock options, corporate and strategic planning, determination of merger-exchange ratios, blockage opinions, valuation discount opinions, ESOPs, and other tax, corporate and litigation-related matters.

Rob has significant experience in valuing healthcare enterprises including: acute care hospitals, ambulatory surgery centers, assisted living centers, dental and orthodontic service organizations, diagnostic imaging centers, dialysis centers, durable medical equipment providers, employee assistance programs, home health and hospice agencies, management service organizations, medical device manufacturers, nursing homes, pharmacy benefit management organizations, physical therapy centers, physician groups, physician staffing organizations, rehabilitation hospitals, skilled nursing facilities, sleep labs, substance abuse treatment facilities, and surgical hospitals. Additionally, Rob has experience determining the fair market value and commercial reasonableness of physician compensation and various service arrangements.

Rob has presented to the Cleveland Bar Association, the Healthcare Financial Management Association (Northeast Ohio Chapter), the Michigan Association of CPAs, the Ohio Hospital Association, and the Ohio Society of CPAs on various valuation and healthcare topics. Additionally, he was a presenter in the American Educational Institute, Inc.’s 2012-13 Medical-Dental-Legal Update.

Select Publications

  • The Journal of Corporate Renewal April 2016

    Valuations, Fairness Opinions Provide Useful Tools for Distressed Hospital Transaction
  • Business Valuation: A Primer for the Legal Professional

    Contributing Author to Book Written by Stout’s Jeff Risius

Select Presentations and Speeches

  • ACG InterGrowth 2016 Conference May 2016

    The Do’s and Don’ts of Healthcare Transactions
  • Healthcare Financial Management Association Northeast Ohio Chapter: Healthcare Innovations Conference November 2015

    Methodologies for Valuing Healthcare Assets
  • Ohio Hospital Association: 2015 Annual Meeting June 2015

    Strategies for Hospital Partnerships & Acquisitions of Ancillary Service Lines
  • The Ohio Society of Certified Public Accountants November 2013

    Valuation of Healthcare Intangible Assets
  • Medical/Legal Summit May 2013

    Physician Practice Acquisitions
  • The Michigan Association of Certified Public Accountants April 2013

    Developing Valuation Processes of Intangible Assets
  • American Educational Institute, Inc.: 2012-13 Medical-Dental-Legal July 2012

    Healthcare Practices and Related Enterprises: What Are They Worth?
  • Ohio Hospital Association: 2009 Annual Meeting June 2009

    Paying for Physician Call Coverage: A Blueprint for Doing it Legally
  • Cleveland Bar Association’s Corporation & Business Law Meeting November 2006

    Business Valuation and Valuation Techniques
  • Ohio Society of CPAs, Cleveland Chapter October 2004

    Intellectual Property Infringement and Valuation
  • BOMA Medical Office Building and Healthcare Facilities Seminar

    Valuation Concerns and Issues in Physician Practice Acquisitions