Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
Dan is a director in the Valuation Advisory Services practice and part of the Healthcare and Life Science industry group. He has expertise in business valuation, compensation valuation, and intangible asset valuation for financial reporting, regulatory compliance, tax, and financial planning purposes. His experience includes valuations for fair market value opinions, purchase price allocations, impairment analyses, share-based compensation, and various types of intangible assets including intellectual property, certificates of need, licenses, currently marketed products, noncompete agreements, customer relationships, and in-process research and development.
Dan serves for-profit and nonprofit clients in the healthcare industry, specifically health systems, acute-care hospitals, rehabilitation hospitals, physician practices, dialysis centers, radiation therapy centers and other providers. In prior experience, he has served clients in a variety of industries including banking, insurance, real estate, professional services, manufacturing, chemical, pharmaceutical, and telecommunication.
Dan is a certified public accountant in the state of Illinois, and is accredited in business valuation by the American Institute of Certified Public Accountants.
Prior to joining Duff & Phelps (formerly American Appraisal), Dan was a manager in the Economic & Valuation Services Group at KPMG LLP, where he performed valuations for a wide array of public and private companies. He started his career in the audit practice at KPMG LLP.
Dan received his B.S. and M.S. in Accounting from Marquette University.
$130 million credit facility
Duff & Phelps provided valuation and related advisory services to the Board of OHA Holdings LImited in its recent ownership consolidation of Irving Oil, Limited