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
Moises Worthalter
CFO
Serenity House Detox LLC
Kim Rabago, CPA
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
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