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PHYSICIAN APPRAISAL ENGAGEMENTS: Investment Banking, FMV and Venture Capital

Posted on May 13, 2024 by Dr. David Edward Marcinko MBA

By Staff Reporters

SPONSOR: http://www.MARCINKOASSOCIATES.com

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There are a myriad of reasons for obtaining a Fair Market Value [FMV], Venture Capital [VC} and/or Investment Banking [IB] funding appraisal engagement:

Outright Selling-Buying
Partnership and Associate buy-in / buy-out
Mergers and Acquisitions
Organic growth tracking
Hospital integrations
Private and public reporting
Financing and Venture Capital
Estate and Tax Planning

And, there are many cautions, too. On July 19, 2023, the Federal Trade Commission (FTC) and the Department of Justice (DOJ) released a draft update of its Merger Guidelines, which guides the regulatory agencies in their review of both mergers and acquisitions in evaluating compliance with federal antitrust laws.

The new Guidelines replace, amend, and consolidate the Vertical Merger Guidelines and Horizontal Merger Guidelines, which were published in 2020 and 2010, respectively.

Our Value Analysis: https://marcinkoassociates.com/fmv-appraisals/

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Filed under: "Doctors Only", Accounting, Experts Invited, Investing, Marcinko Associates, Portfolio Management, Practice Management, Practice Worth | Tagged: fair market value, FMV, ib, INVESTMENT BANKING, Marcinko, VC, Venture Capital | Leave a comment »

VENTURE CAPITAL: Women’s Health Start-Ups

Posted on May 13, 2024 by Dr. David Edward Marcinko MBA

By Staff Reporters

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Women’s health startups are still closing multi million-dollar funding deals despite a challenging venture capital (VC) landscape in which VC dollars are on track to fall by 73% this year compared to last.

CITE: https://www.r2library.com/Resource

For example, in the last year, virtual maternity care program Pomelo Care raised $33 million in seed and Series A rounds led by Andreessen Horowitz; Caraway Health, a digital mental, physical, and reproductive health services platform, raised almost $17 million in a Series A round led by Maveron and GV (formerly Google Ventures); and Intrinsic, which acquires brands that make women’s health products, announced a $15 million equity fund raise (which is when a company raises money by selling its shares).

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Filed under: "Advisors Only", Accounting, Alternative Investments, Career Development, Experts Invited, Funding Basics, Information Technology, Investing, LifeStyle, Research & Development | Tagged: Andreessen Horowitz;, capitalista, Caraway Health, Intrinsic, Maveron, Pomelo Care, VC, VCs, venture, Venture Capital, venture capitalists, Women's Health | 1 Comment »

HEDGE FUNDS: A Brief Review for Physicians

Posted on May 12, 2024 by Dr. David Edward Marcinko MBA

By Christopher J. Cummings CFA CFP™

By Dr. David Edward Marcinko MBA MEd CMP™

SPONSOR: http://www.CertifiedMedicalPlanner.org

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A hedge fund in the United States is generally a limited partnership providing a limited number of qualified investors with access to general partner investment decisions with little restriction in the type of investments or use of leverage. While the flexibility available to a hedge fund from a regulatory standpoint implies a high degree of potential risk, there is a wide range of investment philosophies, strategies, security types and objectives captured under the broad title of hedge fund.

Thus, generalizations regarding the characteristics of hedge funds are even less appropriate than with mutual funds, and evaluation of the investment characteristics and merits of a hedge fund strategy must be on a case-by-case basis. Likewise, the cost structure of a hedge fund often includes a base management fee to the general partner plus a performance-based fee or percentage of the profits, and must be evaluated on a case-by-case basis.

Several different investment vehicles operate under the oversight of varying regulatory bodies which provide access to an investment-managers’ discretionary decisions. While each approach generally represents ownership of an underlying pool of securities, there is usually a great deal of flexibility for the manager to deviate from a specific asset class or investment approach. Also, the fee structure of each vehicle can vary greatly and be quite large once distribution fees and sales charges are taken into account.

CITE: https://www.r2library.com/Resource

Thus, it is important for a medical professional to remember the following:

1. Evaluate the features and costs of an investment vehicle carefully;

2. Consider the cash flows and valuations of the securities that the manager or management approach will focus on as if the investments were being made directly, and above all;

3. Read the prospectus or agreement carefully before making any investment.

4. Visit: http://www.MarcinkoAssociates.com

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Filed under: "Ask-an-Advisor", CMP Program, Experts Invited, Financial Planning, Investing, Marcinko Associates, Touring with Marcinko | Tagged: Certified Medical Planner™, Christopher Cummings, CMP, david marcinko, economics, finance, hedge fund, hedge funds, investment bankers, Marcinko Associates, Private Equity, Venture Capital | Leave a comment »

OPEN LETTER: MARCINKO Associates, Inc.

Posted on May 7, 2024 by Dr. David Edward Marcinko MBA

MISSION STATEMENT

Open Letter from the CEO

Dr. David Edward Marcinko MBA CMP™

http://www.MarcinkoAssociates.com

ALL MEDICAL AND HEALTHCARE COLLEAGUES

Did you know that at MARCINKO & Associates, all medical colleagues throughout the United States may contact us when they are considering the sale, purchase, strategic operating improvement, merger, acquisition and/or other financial business or related personal financial planning transaction?

MORE: https://marcinkoassociates.com/welcome-medical-colleagues/

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Our difference is “hard” knowledge and insider financial guidance that helps medical colleagues, nurses, private practitioners, clinics, ambulatory surgery, radiology and outpatient wound care centers realize their ultimate economic goals. This typically includes managerial and cost accounting, financial ratio analysis, fair market valuation business appraisals, business plan creation and personal financial planning.

MORE: https://marcinkoassociates.com/fmv-appraisals/

Our “expert witness” business litigation support service and divorce mediation, arbitration, asset division, settlement and second opinion offerings are always available, as well.

MORE: https://marcinkoassociates.com/expert-witness/

And, our “soft” skill professional career guidance and mentoring center includes executive coaching, consulting and mentoring advisory programs for stressed, conflicted or burned-out physicians and medical practitioners.

COACHING: Careers

Most importantly, our professional fees are reasonable and always transparent.

MARCINKO & Associates also serves universities, medical, business, graduate and nursing schools; physicians, dentists, podiatrists, optometrists and legal societies. This includes accountants, financial service providers, wealth and hedge fund managers, emerging entities, hospitals, CEOs and their BODs, the press, media and related organizations.

MORE: https://marcinkoassociates.com/speaking-seminars/

Contact us for an educational white-paper on most any topic.

MORE: https://marcinkoassociates.com/case-studies/

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Now, please review our website to learn more.

And, always retain us when needed.

How May We Serve You?

DAVID EDWARD MARCINKO

email: MarcinkoAdvisors@msn.com

Filed under: "Advisors Only", "Doctors Only", Career Development, Experts Invited, Financial Advisor Listings, Financial Planning, Health Economics, Health Insurance, Health Law & Policy, Healthcare Finance, Insurance Matters, Investing, Marcinko Associates, Media Mentions and PR, Nominations Sought, Op-Editorials, Portfolio Management, Practice Management, Practice Worth, Recommended Books, Research & Development, Risk Management, Touring with Marcinko | Tagged: david marcinko, Dr. David Edward Marcinko, Dr. David Marcinko, Dr. Marcinko, economics, estate, finance, Investing, INVESTMENT BANKING, Marcinko, Marcinko Associates, retirement, Venture Capital | Leave a comment »

DAILY UPDATE: FQHCs Down and Healthcare Bankruptcies Up as the Markets Extend Gains

Posted on May 7, 2024 by Dr. David Edward Marcinko MBA

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Essays, Opinions and Curated News in Health Economics, Investing, Business, Management and Financial Planning for Physician Entrepreneurs and their Savvy Advisors and Consultants

“Serving Almost One Million Doctors, Financial Advisors and Medical Management Consultants Daily“

A Partner of the Institute of Medical Business Advisors , Inc.

http://www.MedicalBusinessAdvisors.com

SPONSORED BY: Marcinko & Associates, Inc.

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http://www.MarcinkoAssociates.com

Daily Update Provided By Staff Reporters Since 2007.
How May We Serve You?

REFER A COLLEAGUE: MarcinkoAdvisors@msn.com

SPONSORSHIPS AVAILABLE: https://medicalexecutivepost.com/sponsors/

ADVERTISE ON THE ME-P: https://tinyurl.com/ytb5955z

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Low-income communities often struggle to access healthcare services, but a new analysis of federally qualified health centers (FQHCs)—which provide quality care to patients regardless of ability to pay—has helped nail down one reason. When it comes to screening for certain cancers, these nonprofit community health centers have fallen far behind the national average, according to a study led by cancer center researchers at the University of Texas MD Anderson and the University of New Mexico.

CITE: https://www.r2library.com/Resource

Healthcare bankruptcies surged in 2023, and it turns out many of the companies that went under had one thing in common: private equity (PE) ownership. At least 21% of the 80 healthcare companies that filed for bankruptcy last year were PE-owned, according to a report from the nonprofit Private Equity Stakeholder Project (PESP).

CITE: https://tinyurl.com/2h47urt5

Warren Buffett on contemplated his own mortality at Berkshire’s meeting. Succession was the topic du jour at the Berkshire Hathaway shareholder meeting in Omaha last week. After his longtime business partner Charlie Munger died last year at 99, CEO Warren Buffett—who turns 94 in August—revealed his heir apparent, Greg Abel, will have the final say on investment decisions in his absence. Buffett ended his Q&A portion with the quip, “I not only hope you come next year. I hope I come next year.” Adding to the ominous vibes, Buffett said AI is a genie that “scares the hell out of me.”

CITE: https://tinyurl.com/tj8smmes

Here’s where the major benchmarks ended:

The S&P 500 index climbed 52.95 points (1.0%) to 5,180.74; the Dow Jones Industrial Average gained 176.59 points (0.5%) to 38,852.27; the NASDAQ Composite advanced 192.92 points (1.2%) to 16,349.25.
The 10-year Treasury note yield (TNX) fell about 1 basis point to 4.491%.
The CBOE Volatility Index^® (VIX) was little changed at 13.48.

Semiconductors were among the strongest performers Monday behind Micron Technology (MU), whose shares rallied 4.7% after Robert W. Baird upgraded the chipmaker to “outperform” from “neutral.” Micron Technology was the top gainer in the Philadelphia Semiconductor Index (SOX), which advanced 2.2% to near a four-week high.

Small-cap stocks also got out of the gate strong this week. The Russell 2000^® Index (RUT) gained 1.2% to end at a four-week high but is still up just 1.7% for the year, while the S&P 500 has gained 8.6%.

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EDUCATIONAL TEXTBOOKS: https://tinyurl.com/4zdxuuwf

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Filed under: "Ask-an-Advisor", Breaking News, Drugs and Pharma, Experts Invited, Financial Planning, Health Economics, Health Insurance, Health Law & Policy, Healthcare Finance, iMBA, Inc., Information Technology, Investing, Managed Care, Marcinko Associates, Recommended Books, Sponsors | Tagged: Berkshire Hathaway, CBOE, Charlie Munger, DJIA, FQHCs, Greg Abel, healthcare bankruptcies, Marcinko, MD Anderson, NASDAQ, Private Equity, Private Equity Stakeholder Project, RUT, S&P 500, SOX, stocks gain, textbooks, TNX, VC, Venture Capital, VIX, Warren Buffett | Leave a comment »

VENTURE Capitals and Investment BANKERS

Posted on April 5, 2024 by Dr. David Edward Marcinko MBA

By Lon Jefferies MBA CFP® CMP®

By Dr. David Edward Marcinko MBA MEd CMP®

SPONSOR: http://www.CertifiedMedicalPlanner.org

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OUR TAKE ON PRIVATE EQUITY AND VENTURE CAPITAL

Private equity and venture capital investments typically involve ownership of shares in a company and represent title to a portion of the company’s future earnings. However, private equity is an equity interest in a company or venture whose stock is not yet traded on a stock exchange.

Venture capital is typically a special case of private equity in which the investment is in a company or venture that has little financial history or is embarking on a high risk/high potential reward business strategy.

Like real estate, private equity and venture capital investments generally share a general lack of liquidity and a lack of comparability across different individual investments. The lack of liquidity comes from the fact that private equity and venture capital investments are typically not tradable on a stock exchange until the company has an IPO.

The lack of comparability is due to the fact that most private equity and venture capital investments are the result of direct negotiation between the investor/venture capitalist and the existing owners of the company /venture.

With widely divergent terms and provisions across different investments, it is difficult to make general claims regarding the characteristics of private equity and venture capital investments.

CITE: https://www.r2library.com/Resource

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Filed under: "Ask-an-Advisor", Alternative Investments, CMP Program, Financial Planning, Funding Basics, iMBA, Inc., Op-Editorials, Touring with Marcinko | Tagged: david marcinko, INVESTMENT BANKING, IPO, Private Equity, stock exchange, Venture Capital | Leave a comment »

HOSPITALS: Private Equity Ownership Quality?

Posted on April 3, 2024 by Dr. David Edward Marcinko MBA

PATIENT COMPLICATION RATES

By Staff Reporters

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Hospitals under private equity (PE) ownership reported higher rates of patient complications when compared to other facilities, according to a recent JAMA study—raising questions about how the business model might affect staffing and subsequent quality of care.

The surveyed Medicare beneficiaries saw a 25.4% increase in “hospital-acquired conditions,” which the Centers for Medicare and Medicaid Services defines as falls, infections, and other adverse events, when they received treatment at a PE-acquired hospital compared to those run under other forms of ownership.

On the whole, the study found that Medicare enrollees at hospitals under PE control were not only younger and less likely to additionally qualify for Medicaid but also more likely to experience complications.

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Filed under: "Ask-an-Advisor", "Doctors Only", Ethics, Funding Basics, Health Insurance, Healthcare Finance, Investing | Tagged: AMA, hospital complications, hospitals, JAMA, medicare, patient complications, pe, PE hospitals, Private Equity, private equity quality, Venture Capital | Leave a comment »

PHYSICIAN ADVICE ONLY – NOT SALES @ Marcinko Associates, Inc.

Posted on March 23, 2024 by Dr. David Edward Marcinko MBA

MISSION STATEMENT

Open Letter from the CEO

Dr. David Edward Marcinko MBA CMP™

http://www.MarcinkoAssociates.com

ALL MEDICAL AND HEALTHCARE COLLEAGUES

MORE: https://marcinkoassociates.com/welcome-medical-colleagues/

***

MORE: https://marcinkoassociates.com/fmv-appraisals/

Our “expert witness” business litigation support service and divorce mediation, arbitration, asset division, settlement and second opinion offerings are always available, as well.

MORE: https://marcinkoassociates.com/expert-witness/

COACHING: Careers

Most importantly, our professional fees are reasonable and always transparent.

MORE: https://marcinkoassociates.com/speaking-seminars/

Contact us for an educational white-paper on most any topic.

MORE: https://marcinkoassociates.com/case-studies/

***

Now, please review our website to learn more.

And, always retain us when needed.

How May We Serve You?

DAVID EDWARD MARCINKO

email: MarcinkoAdvisors@msn.com

***

Filed under: "Advisors Only", "Doctors Only", Career Development, Experts Invited, Financial Advisor Listings, Financial Planning, Health Economics, Health Insurance, Health Law & Policy, Healthcare Finance, Insurance Matters, Investing, Marcinko Associates, Media Mentions and PR, Nominations Sought, Op-Editorials, Portfolio Management, Practice Management, Practice Worth, Recommended Books, Research & Development, Risk Management, Touring with Marcinko | Tagged: advice, david marcinko, doctor advice, Dr. David E. Marcinko, Dr. David Edward Marcinko, Dr. David Marcinko, Dr. Marcinko, economics, estate, fiduciary, finance, Investing, INVESTMENT BANKING, Marcinko, Marcinko Associates, physician advice, physicians, retirement, Venture Capital | Leave a comment »

Health Care Entity: Venture Capital Funding

Posted on March 22, 2024 by Dr. David Edward Marcinko MBA

http://www.MARCINKOASSOCIATES.com

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Venture capital funding in the digital health space cooled a bit in 2022 following a red-hot 2021. Overall, digital health companies raised $15.3 billion last year, down from the $29.1 billion raised in 2021—but still above the $14.1 billion raised in 2020, according to Rock Health a seed fund that supports digital health startups.

MORE: https://marcinkoassociates.com/fmv-appraisals/

Nevertheless, analysts predict VC investors and bankers will still put a good amount of money into digital health in 2024 and 2025, especially in alternative care, drug development, health information technology technology, EMRs and software that reduces physician workload.

CITE: https://www.r2library.com/Resource

Of course. an essential first part of attracting VC interest and money is the crafting and presentation of your formal business plan [“elevator pitch”]; as well as the needed technical and managerial experience. This is crucial for success and exactly where we can assist.

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CONTACT: MarcinkoAdvisors@msn.com

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Filed under: "Ask-an-Advisor", "Doctors Only", Accounting, Career Development, Experts Invited, Funding Basics, Health Economics, Healthcare Finance, Interviews, Investing, Marcinko Associates, Sponsors, Touring with Marcinko | Tagged: david marcinko associates, Marcinko, Marcinko Associates, VC, VCs, Venture Capital, venture capitalists | Leave a comment »

OUR TAKE: Private Equity and Venture Capital

Posted on January 30, 2024 by Dr. David Edward Marcinko MBA

By Lon Jefferies MBA CMP™ CFP®

By Dr. David Edward Marcinko MBA CMP®

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SPONSOR: http://www.CertifiedMedicalPlanner.org

With widely divergent terms and provisions across different investments, it is difficult to make general claims regarding the characteristics of private equity and venture capital investments.

COMMENTS APPRECIATED

Thank You

***

Filed under: "Ask-an-Advisor", CMP Program, Experts Invited, Financial Advisor Listings, Financial Planning, Funding Basics, Investing, Touring with Marcinko | Tagged: certified medical planner, CMP, Jefferies, Marcinko, Private Equity, Venture Capital | Leave a comment »

BUSINESS START-UPS: Innovative Disruption is Going Down!

Posted on January 16, 2024 by Dr. David Edward Marcinko MBA

GOOD-BYE VENTURE CAPITAL

By Staff Reporters

SPONSOR: http://www.MARCINKOASSOCIATES.com

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DEFINITION: Venture capital (VC) is a form of private equity and a type of financing that investors provide to start-up companies and small businesses that are believed to have long term growth potential. Venture capital generally comes from well-off investors, investment banks, and any other financial institutions. Venture capital doesn’t always have to be money. In fact, it often comes as technical or managerial expertise. VC is typically allocated to small companies with exceptional growth potential or to those that grow quickly and appear poised to continue to expand.

CITE: https://www.r2library.com/Resource/Title/082610254

DEFINITION: Disruptive innovation is a business that creates a new market or value network, or enters at the bottom of an existing market and eventually displaces established market-leading firms, products, and alliances. The term, “disruptive innovation” was popularized by the American academic Clayton Christensen and his collaborators beginning in 1995, but the concept had been previously described in Richard N. Foster‘s book “Innovation: The Attacker’s Advantage” and in the paper Strategic Responses to Technological Threats.

CITE: https://www.r2library.com/Resource/Title/082610254

Start-Ups and industry disruptors: Here are just a few of the recent collapses, as per the New York Times:

WeWork, which raised over $11 billion as a private startup, went bankrupt earlier this fall.
Hopin, the virtual events startup that rode a Covid Virus wave to a $7.6 billion valuation, sold its primary business units for $15 million.
The e-scooter company Bird, which became the fastest startup ever to land a $1 billion valuation, was de-listed from the NYSE and is now worth $7 million.
We [Don’t] Work: https://medicalexecutivepost.com/2023/11/07/wework-officially-bankrupt/

Overall, more than 3,200 private venture-capital backed US startups that have collectively raised $27.2 billion have gone out of business this year, according to the New York Times and PitchBook. So, why are the disruptors doing down?

MORE: https://www.cnbc.com/2021/05/25/these-are-the-2021-cnbc-disruptor-50-companies.html

Well, the Federal Reserve raised interest rates to a 22-year high. The cost of capital has become far more expensive, and investments that are less risky have gotten more attractive. This year has been particularly bad.

It’s a sad and instantaneous end to the golden Venture Capital years fueled by low interest rates and the growth of the mobile interne. Investment in US startups jumped by 8x between 2012 and 2022 to $344 billion dollars.

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Filed under: Career Development, Financial Planning, iMBA, Inc., Investing, Research & Development | Tagged: Bird, clayton cristensen, disruptor, Federal Reserve, FOMC, Hopin, inflation rates, inflatioon, IRS, New York Times, NYT, Pitchbook, Private Equity, Richard Foster, start-ups, VC, Venture Capital, WeWork | Leave a comment »

VENTURE CAPITAL: In the Digital Health Care Space

Posted on October 21, 2023 by Dr. David Edward Marcinko MBA

Dr. David Edward Marcinko MBA CMP™

SPONSOR: http://www.MarcinkoAssociates.com

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At Marcinko & Associates, we appreciate that Venture Capital funding for entrepreneurs in the digital health space cooled a bit in 2020-22 following a red-hot 2018-20. And, overall, digital health companies raised $15.3 billion last year, down from the $29.1 billion raised in 2021—but still above the $14.1 billion raised in 2020, according to Rock Health a seed fund that supports digital health startups.

CITE: https://www.r2library.com/Resource

Nevertheless, other analysts predict VC investors and Investment Bankers will still put a good amount of money into digital health in 2024 thru 2027, especially in alternative care, drug development, health information technology, artificial intelligence, EMRs and software that reduces physician workload.

An essential first part of attracting VC interest and IB money is the crafting and presentation of your formal business plan [“elevator pitch”]; as well as the needed technical and managerial experience. This too is crucial for success and exactly where we can assist.

Of course, companies focused on scaling and growing will have different needs across the business lifecycle.

And so, no matter where you are in your journey—from seeking early funding to making final preparations for your IPO—we have equity and insightful administration solutions for you and can assist at any stage of your growth spectrum.

MORE: https://marcinkoassociates.com/fmv-appraisals/

CONTACT US TODAY – RETAIN US TOMORROW

How May We Serve You?

E-mail: MarcinkoAdvisors@msn.com

Thank You

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Filed under: "Advisors Only", "Doctors Only", CMP Program, Experts Invited, Health Economics, Health Insurance, Healthcare Finance, iMBA, Inc., Information Technology, Investing, Marcinko Associates | Tagged: Digital Health, investment banker, investment bankers, IPO, Marcinko Associates, VC, VC venture capital, Venture Capital | Leave a comment »

PRIVATE COMPANIES: Raising Capital is Hard ~ No Very Tough!

Posted on October 12, 2023 by Dr. David Edward Marcinko MBA

By Staff Reporters

SPONSOR: http://www.MARCINKOAssociates.com

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The markets are down again and stocks continued their September slump with tech companies getting hit especially hard as investors fretted about another possible Fed rate hike because of data showing prices for manufacturing and services trending upward. It was a mixed bag for the meme stock faithful, with AMC hitting an all-time low after releasing a plan to sell new shares and GameStop rising after-hours thanks to better-than-expected sales last quarter.

MEME: https://medicalexecutivepost.com/2021/10/23/what-are-meme-stocks/

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This all may demonstrate that private companies looking to fund growth in this high-interest rate environment are facing a tough time raising capital amidst falling valuations, according to a new Deloitte survey.

The problem is particularly acute for smaller companies. Many of the companies challenged by capital raising saw themselves putting out the “For Sale” sign within the next six months, which could lead to an M&A boom later this year.

CITE: https://www.r2library.com/Resource/Title/0826102549

“The No. 1 largest factor that people saw as a challenge or a barrier was a decrease in valuations of their business,” Wolfe Tone, vice chair and US and Global Deloitte Private leader, told CFO Brew. “Clearly, increasing interest rates and pricing was closely behind that. Liquidity challenges not far behind that.”

Private companies have been looking to raise capital to fund a range of growth initiatives; meeting talent needs and expanding tech capabilities are at the top of the list, Tone said. Not far behind was “increasing productivity and improving cost structures.”

VC FUNDING: https://marcinkoassociates.com/fmv-appraisals/

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Filed under: "Ask-an-Advisor", Breaking News, Career Development, Experts Invited, Financial Planning, Funding Basics, Health Economics, iMBA, Inc., Investing | Tagged: AMC, CFO Brew, david marcinko, Deloitte, fed, FOMC, GameStop, Global Deloitte, high interest rates, interest rates, IPO, IRS, M&A, Marcinko, Marcinko Associates, MEME stocks, Private Equity, VC, Venture Capital, Wolfe Tone | 1 Comment »

OPEN LETTER: MARCINKO Associates, Inc.

Posted on September 23, 2023 by Dr. David Edward Marcinko MBA

MISSION & PHYSICIAN COACHING STATEMENT

Open Letter from the CEO

Dr. David Edward Marcinko MBA CMP™

http://www.MarcinkoAssociates.com

ALL MEDICAL AND HEALTHCARE COLLEAGUES

MORE: https://marcinkoassociates.com/welcome-medical-colleagues/

***

MORE: https://marcinkoassociates.com/fmv-appraisals/

Our “expert witness” business litigation support service and divorce mediation, arbitration, asset division, settlement and second opinion offerings are always available, as well.

MORE: https://marcinkoassociates.com/expert-witness/

And, our “soft” skill professional career guidance and mentoring center includes executive coaching, consulting and mentoring advisory programs for stressed, conflicted or burned-out physicians and medical practitioners.

Our DIY BOOKS:

Book Offerings:

***

COACHING: Careers

Most importantly, our professional fees are reasonable and always transparent.

MORE: https://marcinkoassociates.com/speaking-seminars/

Contact us for an educational white-paper on most any topic.

MORE: https://marcinkoassociates.com/case-studies/

***

Now, please review our website to learn more.

And, always retain us when needed.

How May We Serve You?

DAVID EDWARD MARCINKO

email: MarcinkoAdvisors@msn.com

Filed under: "Advisors Only", "Doctors Only", Career Development, Experts Invited, Financial Advisor Listings, Financial Planning, Health Economics, Health Insurance, Health Law & Policy, Healthcare Finance, Insurance Matters, Investing, Marcinko Associates, Media Mentions and PR, Nominations Sought, Op-Editorials, Portfolio Management, Practice Management, Practice Worth, Recommended Books, Research & Development, Risk Management, Touring with Marcinko | Tagged: david marcinko, Dr. David E. Marcinko, Dr. David Edward Marcinko, Dr. David Marcinko, Dr. Marcinko, economics, estate, finance, Investing, INVESTMENT BANKING, Marcinko, Marcinko Associates, retirement, Venture Capital | Leave a comment »

IPOs: More Caution Ahead

Posted on September 19, 2023 by Dr. David Edward Marcinko MBA

By Staff Reporters

http://www.MARCINKOASSOCIATES.com

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From 2020 to 2021, when VC money was cheap and tech IPOs were hot, the tech companies that went public via IPO were mostly growth-focused unicorns that had yet to see any profits. But Instacart, which has turned a profit for the last five quarters, is something different.

Chip design company Arm, which debuted last week in the year’s biggest IPO, was the first venture-capital-backed startup to go public in the US since December 2021. It may have broken the ice, but Instacart is the next big test.

However, being profitable and being valuable aren’t the same thing. In 2020, investors valued Instacart at $39 billion, its highest valuation and roughly $29 billion more than what it’s expected to be worth to investors today.

Late-stage investors in Instacart, such as Fidelity and T. Rowe Price, stand to lose 40% or more.
Sequoia Capital—Instacart’s largest external shareholder—was also one of its earliest. Its initial $8 million investment in 2013 is worth $1 billion today, but its later investment of $50 million in 2021 has shrunk to $12 million.

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Filed under: "Ask-an-Advisor", Financial Planning, Funding Basics, Investing, Touring with Marcinko | Tagged: Arm, Initial Public Offering, instacart, IPO, Marcinko Associates, VC, Venture Capital | Leave a comment »

Pricing Increases at Independent Hospitals Post-Acquisition

Posted on September 16, 2023 by Dr. David Edward Marcinko MBA

By Health Capital Consultants, LLC

Pricing Increases at Independent Hospitals Post-Acquisition

Over the past decade, hospital acquisitions have changed the healthcare market, with transactions leading to hospital consolidation and resulting in larger health systems and fewer hospitals.

CITE: https://www.r2library.com/Resource

An August 2023 study conducted by the Public Policy Institute of health insurer Elevance Health (formerly known as Anthem) found that when independent hospitals are acquired by health systems, employers, payors, and consumers are exposed to higher pricing without a similar increase in hospital care access or quality of care. This Health Capital Topics article will review the Elevance study and the impact of acquisitions on independent hospital pricing. (Read more…)

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OPEN LETTER: MARCINKO Associates, Inc.

Posted on September 7, 2023 by Dr. David Edward Marcinko MBA

MISSION STATEMENT

Open Letter from the CEO

Dr. David Edward Marcinko MBA CMP™

http://www.MarcinkoAssociates.com

ALL MEDICAL AND HEALTHCARE COLLEAGUES

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Our “expert witness” business litigation support service and divorce mediation, arbitration, asset division, settlement and second opinion offerings are always available, as well.

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COACHING: Careers

Most importantly, our professional fees are reasonable and always transparent.

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Contact us for an educational white-paper on most any topic.

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Now, please review our website to learn more.

And, always retain us when needed.

How May We Serve You?

DAVID EDWARD MARCINKO

email: MarcinkoAdvisors@msn.com

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Health Care Entity: Venture Capital Funding

Posted on August 26, 2023 by Dr. David Edward Marcinko MBA

http://www.MARCINKOASSOCIATES.com

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MORE: https://marcinkoassociates.com/fmv-appraisals/

CITE: https://www.r2library.com/Resource

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CONTACT: MarcinkoAdvisors@msn.com

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HEALTH CARE ENTITY: Venture Capital Funding

Posted on August 20, 2023 by Dr. David Edward Marcinko MBA

http://www.MARCINKOASSOCIATES.com

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CITE: https://www.r2library.com/Resource

FMV: Funding

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CONTACT: MarcinkoAdvisors@msn.com

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VENTURE CAPITAL FUNDING: Digital Health Space

Posted on August 13, 2023 by Dr. David Edward Marcinko MBA

Investment Banking

SPONSOR: http://www.MarcinkoAssociates.com

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MORE: https://marcinkoassociates.com/welcome-medical-colleagues/

Nevertheless, analysts predict VC investors and IBs will still put a good amount of money into digital health in 2024 and 2025, especially in alternative care, drug development, health information technology, artificial intelligence, EMRs and software that reduces physician workload.

CITE: https://www.r2library.com/Resource

Of course. an essential first part of attracting VC interest and IB money is the crafting and presentation of your formal business plan [“pitch”] ; as well as the needed technical and managerial experience. This is crucial for success and exactly where we can assist.

READ MORE: investment-banking

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VENTURE CAPITAL FUNDING: Digital Health Space

Posted on August 9, 2023 by Dr. David Edward Marcinko MBA

Investment Banking

SPONSOR: http://www.MarcinkoAssociates.com

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MORE: https://marcinkoassociates.com/welcome-medical-colleagues/

CITE: https://www.r2library.com/Resource

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PODCAST: Venture Capital in Healthcare VS. Boot Strapping

Posted on May 27, 2023 by Dr. David Edward Marcinko MBA

By Eric Bricker MD

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VENTURE CAPITAL FUNDING: Slowing Down in Health Care!

Posted on April 27, 2023 by Dr. David Edward Marcinko MBA

By Staff Reporters

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Venture capital funding in the digital health space cooled significantly in 2022 following a red-hot 2021; according to Healthcare Brew. Overall, digital health companies raised $15.3 billion last year, down substantially from the $29.1 billion raised in 2021—but still above the $14.1 billion raised in 2020, according to research from Rock Health, a seed fund that supports digital health startups.

Analysts predict investors will still put a good amount of money into digital health in 2023, particularly in alternative care, drug development technology, and software that reduces physician workload. But investors will likely pull dollars away from a few specific sectors this year.

“There is definitely more diligence, a little bit more skepticism in the investments that are made. So you tend to see investments go slower because diligence is taking longer or investors are being a little bit more conservative,” Adriana Krasniansky, head of research at Rock Health, told Healthcare Brew.

Direct-to-consumer products. The first sector in which Krasniansky expects to see funding slow this year is direct-to-consumer (DTC) products. One reason is that with recession fears, “Consumer spend is not as readily available,” Krasniansky said.

But Apple’s new data privacy rules are also partially to blame. As of April 2021, apps sold through Apple’s App Store must ask users for permission to track activity, and users can opt out. That tracking data is crucial for advertisers to create personalized ads.

“Apple’s privacy measures have impacted customer acquisition costs, making the DTC channel more challenging for a lot of startups—and not just digital health startups,” said Krasniansky.

READ: https://www.healthcare-brew.com/stories/2023/02/21/digital-health-hesitancy?cid=30649741.22835&mid=349b552221c994e2540a304649746d7c&utm_campaign=hcb&utm_medium=newsletter&utm_source=morning_brew

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Filed under: "Advisors Only", "Doctors Only", Accounting, Career Development, Ethics, Experts Invited, Information Technology, Investing, Taxation | Tagged: Adriana Krasniansky, Healthcare Brew, rock health, VC, VC Healthcare, Venture Capital | Leave a comment »

SVB: Grew from the Business Start-Up Ecosystem

Posted on April 26, 2023 by Dr. David Edward Marcinko MBA

By Staff Reporters

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DEFINITION: Startups are young companies or ventures that are founded to develop a unique or innovative product, service, or platform, and bring it to market. They are typically in the early stages of their development and face high uncertainty and failure rates. They are usually self-funded by the founders or seek external funding from investors or loans. They aim to grow large beyond the solo founder and disrupt existing industries or create new one.

CITE: https://www.r2library.com/Resource/Title/0826102549

SVB rooted in the startup ecosystem

SVB was relatively small—it had 40,000 customers compared to JPMorgan Chase’s 66 million—but it claimed to bank nearly half of all US tech and life sciences startups last year, including household names like Etsy, Roblox, and Roku. The cultural cachet of having a relationship with SVB as a venture-backed startup was like sporting a New Yorker tote at Whole Foods.

But the reason its loss will leave such a gaping hole in the startup community isn’t that it was cool to name-drop at a networking event. Because the bank was created in 1983 specifically to cater to venture-backed startups, it helped them in ways that most banks can’t—or won’t.

SVB chill loans: According to the MorningBrew, SVB would offer loans to startups more readily than large banks, basing the loans on a company’s ability to raise venture capital funds, not to turn a profit. SVB was also known for being flexible—even if startups breached their loan terms. “They were the easiest money for an unprofitable, early stage to mid-stage tech company,” Irving Investors founder Jeremy Abelson told The Information. And, even small startups received hand-holding services, such as guidance on how to set up their financial infrastructure. Its bankers personally called startups when they secured their first rounds of funding, according to The Information.

Startups now have to deal with big banks

Several founders who previously banked with SVB told Bloomberg that they’re moving their money to Chase and Bank of America, banks considered “too big to fail.”

Startups’ experience at big banks won’t be like their time at SVB. Not only is Jamie Dimon unlikely to call a startup to congratulate them on their Series A, but big banks are also expected to be more tight-fisted with their loans. The Office of the Comptroller of the Currency, a regulator that oversees large US banks, disapproves of loans to companies that are further out than one year from profitability, according to Crunchbase.

The loss of SVB is therefore expected to have a chilling effect on loans to venture-backed startups, aka “venture debt,” which SVB handed out more of than any other bank.

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Filed under: "Ask-an-Advisor", Alternative Investments, Ethics, Health Economics, Investing, LifeStyle, Risk Management | Tagged: Bank America, Chase, crunch base, Etsy, fed, FOMC, JPMorgan, Morniong Brew, Roblox, Roku, Silicon Valley Bank, SVB, Venture Capital, venture debt | Leave a comment »

Financial-Tech [Entrepreneurial Start-Ups] Falling

Posted on April 26, 2023 by Dr. David Edward Marcinko MBA

By Staff Reporters

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DEFINITION: Financial technology (abbreviated fintech or FinTech) is the technology and innovation that aims to compete with traditional financial methods in the delivery of financial services. Artificial intelligence, Blockchain, Cloud computing, and big Data are regarded as the “ABCD” (four key areas) of FinTech. The Fintech industry is an emerging industry that uses technology to improve activities in finance. The use of smartphones for mobile banking, investing, borrowing services,and cryptocurrency are examples of technologies aiming to make financial services more accessible to the general public.

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Financial technology companies consist of both startups and established financial institutions and technology companies trying to replace or enhance the usage of financial services provided by existing financial companies.

CITE: https://www.r2library.com/Resource/Title/082610254

A subset of fintech companies that focus on the insurance industry are collectively known as insurtech or insuretech

READ: https://tinyurl.com/yrx2kxy4

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INVESTING: https://www.amazon.com/Comprehensive-Financial-Planning-Strategies-Advisors/dp/1482240289/ref=sr_1_1?ie=UTF8&qid=1418580820&sr=8-1&keywords=david+marcinko

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Filed under: Accounting, Glossary Terms, Health Economics, Investing | Tagged: AI, block chain, ChatGPT, Entrepreneurial Start-Ups, fin-tech, financial technology., Financial-Tech [Entrepreneurial Start-Ups] Falling, start-up, Venture Capital | Leave a comment »

NAPA Update for Inova Loudoun Hospital

Posted on March 10, 2023 by Dr. David Edward Marcinko MBA

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By Anonymous Letter Leaker

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DAVE – This is what happens when private equity takes over anesthesiologists and other medical services. Private equity has squeezed so much out of physician lives and their practices, that practice has become intolerable. They are all so burnt out that the physician anesthesiologist must now strike out against their own private equity group owners (NAPA). The trickle-down effect becomes with the hospital now caught in the middle, contracted with a private equity group which provides anesthesia, but they have no anesthesiologist employees.

Where does patient care survive?

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February 2023

Colleagues,

As you may be aware, Inova contracts with North American Partners in Anesthesia (NAPA) to provide anesthesia services at Inova Loudoun Hospital. This week, we received notice that our anesthesiologists at Inova Loudoun Hospital have submitted 90-day notice letters of resignation to NAPA. In the spirit of full transparency, we are sharing this news with our physicians.

Here’s what you need to know:

Although we are monitoring this situation, Inova is not a participant in discussions. They are held solely between the anesthesiologists and NAPA. We are actively working to ensure minimal disruptions to current workflows at our care sites.      Our anesthesiologists are among the best in the country, and we fully expect that our team members will continue to provide world-class healthcare to the communities we are privileged to serve.

Per our care mandate, people are at the center of everything we do, and we take any situation that affects the work environment of our team members very seriously. We will continue to communicate with NAPA and keep you apprised of pertinent developments.

If you have questions about this situation, please contact Loren Rufino, Senior Vice President, Perioperative Services.

Thank you,

John J. Moynihan, MD, FACS
President, Surgery Service Line

Loren A. Rufino
SVP, Perioperative Services
Administrator Surgery Service Line

Paula R. Graling, DNP, RN, CNOR, NEA-C, FAAN
VP, Nursing, Surgery Service Line

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Filed under: "Doctors Only", Career Development, Health Economics, Health Law & Policy, Industry Indignation Index, LifeStyle, Managed Care, Op-Editorials | Tagged: anesthesiologists, Inova, inova leaker, Inova Loudoun Hospital, John J. Moynihan, leaker, Loren A. Rufino, Loudon Hospital, Mark Dollard, NAPA, Venture Capital | Leave a comment »

Venture Capital for Physicians

Posted on February 24, 2023 by Dr. David Edward Marcinko MBA

For Healthcare Entrepreneurs

Getting a new medical practice or healthcare business up and running sometimes means investing large sums of money, and when physician entrepreneurs don’t have the cash to make their visions reality, many turn to venture capitalists.

Here is a look at where these deals are being approved, and which industries are commanding the highest investments. Brought to you by focus.com in collaboration with Column Five

Conclusion

Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.

Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com

OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

PRACTICES: www.BusinessofMedicalPractice.com
HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
CLINICS: http://www.crcpress.com/product/isbn/9781439879900
ADVISORS: www.CertifiedMedicalPlanner.org
FINANCE: Financial Planning for Physicians and Advisors
INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
Dictionary of Health Economics and Finance
Dictionary of Health Information Technology and Security
Dictionary of Health Insurance and Managed Care

Filed under: Alerts Sign-Up, Practice Management, Research & Development | Tagged: healthcare entrepreneurs, medical innovation, VC, Venture Capital | 9 Comments »

DAILY UPDATE: Japan, China and Venture Capital

Posted on December 12, 2022 by Dr. David Edward Marcinko MBA

By Staff Reporters

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In recent months, Japan’s SoftBank Group Corp. has pared its stakes in the Chinese e-commerce company Alibaba Group Holding Ltd. and the Indian mobile-payments company Paytm, in both cases following declines in their share prices. Berkshire Hathaway Inc., Warren Buffett’s company, has been gradually reducing its stake in BYD Co., a Chinese electric-vehicle maker that it has owned shares in since 2008.

And, Tencent Holdings Ltd., a tech giant that earlier amassed stakes in hundreds of tech firms, is divesting itself of billions of dollars in shares of listed companies. Meanwhile, Tencent‘s biggest shareholder, Prosus NV, is cutting its large stake in the Chinese social-media and gaming company.

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Finally, the value of new Venture Capital deals globally is down 42% in the first 11 months of this year compared to last, to $286 billion, according to research firm Preqin. That’s the deepest slump the researchers have recorded yet, surpassing the nadirs of the early 2000s and the 34% collapse after the 2008 financial crisis.

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CITE: https://www.r2library.com/Resource/Title/082610254

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Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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PODCAST: Start-Ups & Healthcare Venture Capital in the COVID-19 Recession

Posted on September 15, 2022 by Dr. David Edward Marcinko MBA

By Eric Bricker MD

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RISK MANAGEMENT: https://www.routledge.com/Risk-Management-Liability-Insurance-and-Asset-Protection-Strategies-for/Marcinko-Hetico/p/book/9781498725989

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VENTURE CAPITAL Funding Hits Two Year Low

Posted on September 14, 2022 by Dr. David Edward Marcinko MBA

By Dan McCarthy

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Like everyone’s desire to work, venture funding sank to a new low during the dog days of summer. In August, global venture funding fell to $25.2 billion, per Crunchbase, less than half of the ~$53 billion invested one year prior, and the lowest monthly venture-funding total in two years. It’s down ~10% from the previous month.

Even so…The ongoing pullback didn’t stop several companies—including Adam Neumann’s, uh, controversial, comeback project Flow—from locking down significant investment rounds in August. Here are three rounds that stood out to us…all of which happen to play in the clean-energy space:

Terrapower, a nuclear tech developer founded by Bill Gates, raised $750 million. Gates co-led the round with SK Group, which plowed $250 million into the company. In addition to nuclear power generation, the company is also researching nuclear medicine techniques.
Longroad Energy, a renewable energy developer based in Boston, raised $500 million. The company said that the funding would catalyze a shift toward an owned-and-operated business model and enable it to grow the capacity of its wind, solar, and storage assets from 1.5 gigawatts (GW) to 8.5 GW in the next five years.
Lunar, a home-electrification startup founded by a former Tesla Energy exec, debuted with $300 million in funding, with residential solar bigwig Sunrun and SK Group (hello again) as investors. Later this year, Lunar plans to begin releasing hardware and software products that make it easier for homes to generate, use, and store carbon-free energy.

Monthly venture funding has been trending down since it hit a record high of $69.4 billion last November, as rising rates, inflation, and general economic uncertainty have turned the investing temperature from “deep summer” to “that first really cold day of winter where you neglect to wear a proper coat.” But it’s time for two of our most common refrains on this subject: 1) $25 billion in monthly VC funding is still a lot of money 2) VCs are sitting on a record high of more than half a trillion dollars in dry powder. Those reserves are unlikely to be emptied in 2022, but there is a lot of committed capital on hand for startups to vie for.

READ: https://www.emergingtechbrew.com/stories/2022/09/09/global-vc-funding-hit-a-two-year-low-in-august?mid=349b552221c994e2540a304649746d7c

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Filed under: Accounting, Alternative Investments, Experts Invited, Investing | Tagged: Dan McCarthy, VC, VC Funding Hits Two Year Low, VCs, Venture Capital, venture funding | Leave a comment »

UPDATE: Stock Market Rally and Venture Capital

Posted on August 4, 2022 by Dr. David Edward Marcinko MBA

By Staff Reporters

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MARKETS: Stocks rebounded after back-to-back losing sessions earlier this week: The Dow Jones Industrial Average was up 1.3%, over 400 points, while the S&P 500 rose 1.6% and the tech-heavy NASDAQ 2.6%. Markets got a boost after a surprise rebound in the U.S. services sector in July, with the ISM non-manufacturing purchasing managers index rising to a reading of 56.7—above 55.3 last month and 54 expected by economists. Investors also cheered comments from St. Louis Federal Reserve President James Bullard, who told CNBC that the U.S. economy is “not in a recession right now” and the Fed will keep hiking rates to bring down inflation. Shares of vaccine maker Moderna surged 16% after reporting strong quarterly profits and announcing $3 billion in share buybacks, while shares of coffee chain Starbucks jumped nearly 5% after similarly beating expectations. But, hawkish remarks from Federal Reserve [FOMC] officials this week suggest investors may be premature in assuming the Fed will be shifting its monetary policy approach anytime soon.The Federal Reserve raised its target fed funds rate by 0.75% last week to a new range of between 2.25% and 2.5%, its second 0.75% rate hike in two months. The market has reacted strongly to commentary by the Fed Chairman.

Venture capital is the latest to feel the pinch from the economic downturn, with venerable Silicon Valley incubator Y Combinator’s Summer 2022 cohort consisting of less than 250 companies, down from over 400 last Winter’s list – a drop of 40 percent.…”The economic downturn and almost certain resulting changes to come in the venture funding environment, as well as the realities of being back in person, led to our decision to reduce the number of companies we funded”. Lindsay Amos, Y Combinator’s communications director, confirmed to The Register that the incubator had done so intentionally, attributing the reduction to the current state of the economy. Despite the downturn, Amos said, Y Combinator’s summer 2022 cohort “is still a large batch relative to the last five years.” Amos said that batch sizes vary because “we are constantly evaluating every aspect of our batches and the environment in which the companies will be operating.”

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UPDATE: Bitcoin Prediction with Venture Capital Declining

Posted on May 29, 2022 by Dr. David Edward Marcinko MBA

By Staff Reporters

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Crypto-currency trader Capo reported that Bitcoin (CRYPTO: BTC) is poised to hit a new 52-week low as another sell-off event is insight. The prediction comes as the market is showing signs of weakness, and as Bitcoin managed to trade above $28,400, slightly higher than its 52-week low of $26,910. Capo warned that the support area of around $28,000 is flashing signs of demand exhaustion, as BTC has revisited the price level six times quickly.

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Finally, some venture capital firms are telling their portfolio companies to start cutting costs and looking for ways to cushion their cash position. It’s a stark contrast to last year, when IPOs were raising record amounts of cash, valuations were sky high and venture firms’ wallets were wide open. For example, Y Combinator said companies have to “understand that the poor public market performance of tech companies significantly impacts VC investing.”

CITE: https://www.r2library.com/Resource/Title/082610254

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UPDATE: Earnings Trends for Q1, Global Venture Funds Recap with COVID Status Report

Posted on April 11, 2022 by Dr. David Edward Marcinko MBA

By Staff Reporters

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Last week was a bit rudderless with anecdotal stories in the stock market — like Elon Musk buying a big chunk of Twitter (TWTR) — pushing and pulling market sentiment.

But, as with the heart of any earnings season, the big banks will be among the first to put up Q1 numbers. According to Zacks Director of Research Sheraz Mian in his latest Earnings Trends piece this week, all the big banks, including JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C) and Wells Fargo (WFC), have seen lower revisions ahead of the reports. This is especially true with Citi, which has higher exposure to Russia.

CITE: https://www.r2library.com/Resource/Title/082610254

And, global venture funding dropped 19% from Q4 2021 to the first quarter of this year—the steepest drop in at least four years, according to CB Insights. The number of companies that nabbed “unicorn” status (a valuation of at least $1 billion) fell to a five-quarter low.

Finally, the average number of US COVID-19 cases has hit its highest level in a month, but due to the draw-down in testing centers and the uptick of at-home tests, experts assume that many cases are going unreported. Dr. Fauci opined that we must assess our own risk levels, which reflects the US’ shift in strategy to treat Covid like an endemic disease.

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Filed under: Alerts Sign-Up, Investing | Tagged: Bank America, CitiGroup, covid, Covid-19, DJIA, Dow Jones Industrial Average, Global Venture Capital, JP Morgan, NASDAQ, pandemic, S&P, Venture Capital, Wells Fargo | Leave a comment »

PODCAST: On the Corporate Practice of Medicine Laws

Posted on March 12, 2022 by Dr. David Edward Marcinko MBA

IS PRIVATE EQUITY BUYING DOCTORS ILLEGAL?

By Eric Bricker MD

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Filed under: Accounting, Career Development, Ethics, Health Economics, Health Insurance, Health Law & Policy, Healthcare Finance, iMBA, Inc., Investing, Videos | Tagged: Blackstone, corporate practice medicine, KKR, PPMC, Private Equity, Private Equity Medicare, VCs, Venture Capital | Leave a comment »

R.I.P. David Swensen; 67

Posted on May 7, 2021 by Dr. David Edward Marcinko MBA

David Swensen, the chief of Yale’s endowment fund, died Wednesday evening at 67 after a nine-year battle with cancer.

Known for laying the groundwork for the modern venture capital- and private equity industries, Swensen made Yale’s endowment office the hottest place on campus. He diverted Yale’s money from just stocks and bonds into more alternative assets like hedge funds, real estate, and even timber (he knew).

David Swensen Net Worth 2021: Yale Endowment's Pioneer ...

Swensen’s strategies grew Yale’s endowment from $1.3 billion in 1985 → $31.2 billion in 2020. It’s currently the second largest university endowment, trailing only Harvard’s.
In 2019, Yale’s endowment accounted for about a third of its entire operating budget.

The “Yale model.” Boasting returns better than some top hedge fund managers, Swensen could have traded it all in for a glamorous Wall Street high rise and a cartoonishly eye-popping salary, but he remained dedicated to the university. Swensen instilled the same principles in his mentees, who were scouted by private sector firms before ultimately following in his higher-ed footsteps.

REST-in-PEACE

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Do U Want to Get your Health Tech Start-Up Funded?

Posted on March 8, 2016 by Dr. David Edward Marcinko MBA

Know the territory and solve a problem

By Jonah Comstock

Health tech investors are looking for entrepreneurs that really understand the healthcare space and are solving the real problems doctors are facing. That may sound like an obvious statement, but according to Dr. Ricky Bloomfield, director of mobile technology strategy at Duke University and Claire Celeste Carnes, partner at Providence Ventures, plenty of entrepreneurs fail that test.

Bloomfield and Carnes were one half of a panel at HIMSS16 in Las Vegas that aimed to answer the question ‘What are investors looking for in a health tech company?’ HealthLoop CEO Todd Johnson and Health Expense CEO Vineet Gulati rounded out the panel, moderated by Andrew Colbert, managing director of Ziegler. “One of the things when we meet with individuals is making sure that they’ve started with the problem in mind,” Bloomfield said. “We’ll see people who see the latest technology, whether it’s a wearable or a sensor, whatever it might be, and they’re going all around trying to look for a way to apply that technology.

One of the best examples is Google Glass, where they released the technology and said, ‘Now look for good ways to use this.’ And now where is Google Glass?” Gulati said that his healthcare payment startup found that a deep understanding of the industry was a big differentiator for them when they went up against other startups. “If you don’t understand the complexity, that’s not going to result in either a valuation or a successful business in the end,” he said. “Whoever comes to the table has to understand that complexity and be willing to work through it. The benefits market is like an elephant, everybody understands a part of it, everybody has their unique point of view and everybody tries to attack a single point of value. Understanding the entire value chain is absolutely critical.”

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ME-P

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Even when entrepreneurs make an effort to be knowledgable, the healthcare space is complex enough that they’ll sometimes fall short. Bloomfield says the easiest way to build that understanding is to enlist the help of actual physicians. “I’ve worked with folks who showed me a product and they hadn’t engaged any physicians yet in the design or strategy of their solution, and I could immediately see several different holes in their product,” he said. “If they had engaged with any physician they would have pointed them out to them.” Similarly, Carnes said, the best investments will be companies that have both knowledge and humility. “Management team is very important to us,” she said. “Do they have both the maturity, experience in this space, and are they coachable and willing to learn about the intricacies of healthcare? No one’s going to get things right 100 percent of the time out of the gate, so there’s going to need to be some adjustments as we go to market.

A management team that is confident and leading but can adjust to the market and is coachable is really one of the primary things we look for.” The final thing that will help a startup get noticed is, of course, evidence that its technology works. As Bloomfield pointed out, this one can be a real challenge. “There’s a huge Catch-22 there,” he admitted. “It takes a lot of investment to get to the point where your product can even show value, much less have a randomized control trial. This is why drugs cost billions of dollars to make, because they can invest that. I think it’s really hard. It’s a really hard position to be in.

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Assessment

So sometimes anecdotal evidence is the best you get until you can partner with a large health system and get a lot more information.”

Conclusion

OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

PRACTICES: www.BusinessofMedicalPractice.com
HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
CLINICS: http://www.crcpress.com/product/isbn/9781439879900
ADVISORS: www.CertifiedMedicalPlanner.org

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Filed under: Career Development, Research & Development | Tagged: Dr. Ricky Bloomfield, health tech startup, HealthLoop, Jonah Comstock, Venture Capital, Vineet Gulati | 3 Comments »

Healthcare’s Start-Up Businesses and New Entrants

Posted on July 24, 2014 by Dr. David Edward Marcinko MBA

Who Will be Healthcare’s Amazon.com?

[By PwC Health Research Institute]

New entrants are already having an impact

Abundant opportunity in the expanding health sector is attracting new players from far afield, from Fortune 50 retailers and telecom companies to fledgling startups backed by venture capital.

These new entrants, like health, wellness and fitness, are moving fast with fresh ideas about how to satisfy consumers’ appetites for better health and more convenient, affordable, high-quality care.

***

New Business Models

Consumers are ready to abandon traditional modes of care for new ones, suggesting billions in healthcare revenue are up for grabs now. Non-traditional players are creating these new modes of care – from home diagnostic kits that snap into smartphones to online services that can triage and prescribe treatments based on computer algorithms.

They are competing to be the Netflix, Amazon.com or Apple of the US health sector, all disruptors that transformed industries.

The Wellness and Fitness Sector

***

More: https://medicalexecutivepost.com/2015/06/28/why-i-love-amazon-com-but-wont-buy-its-stock/

Conclusion

OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

DICTIONARIES: http://www.springerpub.com/Search/marcinko
PHYSICIANS: www.MedicalBusinessAdvisors.com
PRACTICES: www.BusinessofMedicalPractice.com
HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
CLINICS: http://www.crcpress.com/product/isbn/9781439879900
ADVISORS: www.CertifiedMedicalPlanner.org
BLOG: www.MedicalExecutivePost.com
FINANCE:Financial Planning for Physicians and Advisors
INSURANCE:Risk Management and Insurance Strategies for Physicians and Advisors

Filed under: Experts Invited, Practice Management | Tagged: health sector, healthcare start-ups, PwC, US health sector, Venture Capital | 3 Comments »

Hear Dr. Marcinko on Audio-Educator [Do you Need Money to Start or Grow Your Medical Practice?]

Posted on January 13, 2013 by Dr. David Edward Marcinko MBA

Crafting a Business Plan and Starting a Medical Practice [A “Live” Audio-Conference]

Conference Registration: http://www.audioeducator.com/hospitals-and-health-systems/business-plan-for-medical-practice-013012.html

Wednesday, Jan 30th, 2013 at 1 PM, EST for 60 minutes

By Staf Reporters www.CertifiedMedicalPlanner.org

The “Business Plan” is a key tool for raising start-up capital for a new medical practice, or financing a medical / surgical service line extension for a mature one. It is also used for acquiring loans to finance growth of an existing practice.
Although long recognized as a quintessential business tool, its’ formal structure and mental rigor are only now being recognized in the medical community as competition increases in the healthcare industrial complex.

Reasons for the Plan

There are many reasons to write a medical practice business plan. The process of gathering, compiling and analyzing information is an invaluable experience to the beginning practitioner, or experienced veteran physician. Our expert Dr. David E. Marcinko MBA CMP™ will discuss all these, step by step in this 1-hour enlightening event.

See the steps below:

Determine the feasibility of a new practice start-up.
Raise money from investment bankers for a new practice.
Obtain financing to expand an existing office or turn-around a declining satellite.
Develop an operational strategic plan and conduct due diligence.
Create a budget, time frame or business direction for a practice.
Unmask potential problems, risks or benefits of a medical practice.
Focus on market opportunities by determining revenue centers or cost drivers.
Persuade third party payers, networks and insurance carriers that your practice has a future and represents a viable synergistic partner for their organization.

As an attendee you will get:

Power Point slide presentation.
Time-line checklist to new medical office launch.
Topical comprehensive white paper.
Electronic blog forum for further information.

Dr. Marcinko in this 60-minute conference will present to you:

Executive Summary: Where you concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it’s needed.
Pro-forma Cash Budgets and Financial Statements: You’ll learn to how effectively use your data and underlying assumptions to prepare information that your banker can easily read and buy into.
Doctor’s Personal Financial Statements: Learn how to use copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
Representation: Here is where this presentation is invaluable.

Ask a question at the Q&A session following the live event and get advice unique to your situation, directly from our expert speaker.

Who should attend? Medical students, interns, residents and fellows, New, mid-career and mature medical practitioners, Office managers, clinic administrators, healthcare CXOs and physician / nurse executives, All doctors who wish to be employers; not employees.

http://businessofmedicalpractice.com/chapter-3-2/

Why use AudioEducator?

Save money on travel. Our conferences are available from the comfort and convenience of your own office or meeting room.
Meet your specific training needs. Whether you attend a live event, load up one of our encore broadcasts, or purchase a CD or PDF transcript — you’ll get the information you need on your schedule.
Keep learning after the event. Every conference purchase includes the speaker’s materials so you can keep learning long after the conference is over.
Save time training your whole staff. Gather around a speaker phone or computer and enlighten your entire team for one low price.
Do you work with a virtual team or multiple locations? Ask our customer specialists about discounts for your whole staff.

REGISTER HERE

http://www.audioeducator.com/speakers/index/speaker/600

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www.BusinessofMedicalPractice.com

Filed under: Career Development, CMP Program, iMBA, Inc., Practice Management, Touring with Marcinko, Videos | Tagged: Audio Educator, business plan, certified medical planner, CMP, Crafting a Business Plan and Starting a Medical Practice, Medical Business Planning, Venture Capital, www.CertifiedfMedicalPlanner.org | Leave a comment »

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Startups now have to deal with big banks

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