The third annual Treatment Center Investment & Valuation Retreat was in Scottsdale, December 4-6, 2017. Sessions addressed important topics such as:
- The Trump Budget, Federal Funding, and ACA Reform: What Does It All Mean for Addiction Treatment and Behavioral Healthcare?
- Current Trends in Addiction and Behavioral Healthcare Treatment Center Mergers and Acquisitions
- Tales from the Turnaround Trenches: Consumer Demand, Client Engagement and the Role of Innovation
- Investing in the Business: What to Do to Increase Value and Prepare for Long-Term Growth
- In Search of Your Perfect Marriage: Affiliation, Partnership, and M&A in Challenging Times
- The View from the Investor’s Desk
- The Art of the Deal: What Goes on Behind Closed Doors
- The View from the Back Office: CFOs’ Perspective on the Payer Landscape and Opportunities to Increase Value and Drive Long-Term Growth
- Legal Pitfalls Affecting a Treatment Center’s Growth
- Understanding the Treatment Center’s Role in Regards to Patient Financial Responsibility
Interested in submitting a presentation for 2018? Complete the form at https://www.surveymonkey.com/r/Institutepresent. The Retreat’s dynamic speaker lineup included the following in 2017:

Jessica Hulsey Nickel
President and CEO,
Addiction Policy Forum

Barry W. Karlin, PhD,
Former Chairman and CEO, CRC Health Group, Inc

David C. Guth, Jr.
CEO and Co-founder
Centerstone

Andrew Spanswick
Chairman and CEO,
KLEAN Treatment Centers

Paul Auchterlonie
CEO
University Park Behavioral Health

Geoffrey Lieberthal
Partner,
Lee Equity Partners

Kerry Paulson
CEO
Hanbleceya Treatment Center

Matthew Evans
Managing Director
Monroe Capital LLC
Managing Director
Monroe Capital LLC

Moises Worthalter
CFO
Serenity House Detox LLC

Kim Rabago, CPA
Director of Finance
The Last Resort Recovery Center
Director of Finance
The Last Resort Recovery Center

John A. Mills
Partner
Nelson Hardiman
American Addiction Treatment Association

Nathaniel ‘Tani’ Weiner
Counsel
Shartsis Friese, LLP
Counsel
Shartsis Friese, LLP

Dexter W. Braff, MBA
President
Braff Group

Cory Mertz, M&AMI
Managing Partner
Mertz Taggart

Tom Schramski, PhD, CMAA
President/Managing Partner
Vertess

Kevin Taggart
Principal
Mertz Taggart