Professional Management and Marketing
3468 Piner Road,
Santa Rosa, California 95401-3954
(707) 546-4433 24 hours
(800)-79-CONSULT
Fax (707) 546-4437
CURRENT ACTIVITIES:
- Practice startup, management and marketing consultants to physicians and related healthcare specialties and businesses (primarily serving practices of 1-10 providers)
- Authors and expert-resources for state and national medical periodicals, books, and videos on practice valuation and sale; Editorial Consultant to Medical Economics Magazine.
- Licensed Appraiser, Certified Broker and Expert Witness specializing in healthcare practices,
Licenses #00767129 and Florida BK#3206346
- CME Faculty on practice business issues for national and state medical associations.
EXPERIENCE:
- Management and marketing consultant to physicians, physician organizations and healthcare businesses since 1983
- Faculty on medical practice business and valuation topics for state and national healthcare association conferences.
- Consultants and appraiser of healthcare professional practices since 1983
- Licensed Broker and Consultant for healthcare business sales, buy-ins, and mergers since 1982; Lic #00767129, FL #BK3206346
- Founder, Director and Interim-President, MedicalSuppliesUSA.com, vending over 300,000 medical/dental products, 1998-2000
- Member -Boards of Directors for physician and consulting organizationsf Editor, Open Directory Project ; topic: Business Appraisal; (approving worldwide listings and content for Google, AOL-Search, Yahoo, etc)
HONORS AND MEMBERSHIPS:
- Member, American Medical Association’s Consultant Network ConsultantLink™, 1993-2005 (closure)
- Affiliate, Medical Group Management Association, CalMGMA, NorCalMGMA 1987 - present
- Certified Member, National Society of Certified Healthcare Business Consultants; Marketing and Membership Committee Co-Chairman; current
- Founding Member, American Academy of Family Physicians Consultant Network FP-Assist™ 1992-present
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Member, American College of Physicians/ASIM Professional Advisory Network, Experts Panel 1995-closure
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Member, American Academy of Ophthalmology Executives Consultant Panel 2002-present
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Faculty, American Academy of Family Physicians Scientific Assembly Programs; Practice Management and Valuation, 1998-present
- Faculty, American Academy of Asthma, Allergy and Immunology, Practice Management and Valuation Courses, 2004-present
- Faculty, American Academy of Dermatology; Residents' Management Programs: Practice Value and Buy-ins; 1998-2010
- Consultant, American Osteopathic Association, Division of Socioeconomic Affairs, 2011
- Faculty, California Academy of Family Physicians Resident's Management Programs; Financial and Valuation Issues, 1995-present
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Director, National Association of Health Care Consultants; Marketing Committee Chairman, current; member 1993-2006
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Sole Recipient (Borglum), The 2004 W.J Gourley President's Award, the highest peer-award of the National Assoc of Healthcare Consultants
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Trustee, California Academy of Family Physicians Foundation; various committees, 1999-2004
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Founding Member, California Academy of Family Physicians Consultant Panel, 1992-present
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Member, Society of Medical-Dental Management Consultants; various Committees; member 1990-1993
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Member, The IPA Association of America 1994-2001
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Member, Board of Directors, California Chapter of The IPA Association of America 1999-2000
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Founding Member, Academy of Dental Management Consultants 1983-1990
- Member, Institute of Business Appraisers 1993-present
- Member, California Association of Business Brokers 2003-present; licensed broker since 1983
BOOKS - PUBLISHED AUTHORS AND CONTRIBUTORS:
- Author - Medical Practice Valuation; Appraisal Guidelines and Workbook published and distributed by PSR Inc., 2006
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Co-Authors - The Medical Practice Forms Book, published in 1995 by McGraw-Hill, 2nd Edition 2001, 3rd Edition 2003
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Co-Authors - The Medical Practice Pre-employment Tests Book published in 1996 by McGraw-Hill
- Contributor and Industry Expert - The Business Reference Guide to Pricing a Business, 2004-2006, Business Brokerage Press
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Contributor - Closing Your Practice published in 1997 by the American Medical Association
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Contributor - Strategic Use of Health Care Data in 1997 by HCIA
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Contributor - Mastering The Reimbursement Process in 1998 by the American Medical Association
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Contributor - Primary Care Strategy - Toward a Sustainable Partnership with Primary Care , and
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Stopping The Bleed - Reversing Losses on Owned Practices, in 1999 by the HealthCare Advisory Board
- Contributor - Reengineering the Medical Practice 1996 by St. Anthony's
PERIODICALS AND JOURNALS:
- Contributors andAuthors of hundreds of articles on the business of healthcare for most major medical administration magazines (just Google our namesfor examples)
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Editorial Consultant on management, financial and valuation issues to Medical Economics Magazine, 2004- present
LITIGATION SUPPORT:
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Medical practice value, physician compensation, medical practice business standards; expert witness Superior Courts of San Francisco, Los Angeles, and Sonoma County
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Expert witness or consultant, various cases resulting in settlements
A downloadable pdf version is available by clicking
here