Jake works on a wide array of fair market value (FMV) and commercial reasonableness assessments of business enterprise valuations and physician compensation arrangements for clinical, administrative, and call coverage services. His analytical background enables him to conduct studies that provide clients with unique and innovative answers to complex valuation topics and achieve fair and defensible agreements.
At ECG, Jake’s focus is on valuation opinions primarily related to healthcare mergers and acquisitions, compensation arrangements, and other financial transactions. He has experience utilizing innovative valuation solutions to provide FMV opinions for business enterprises and intangible assets featuring complex and unique circumstances that influence value consideration. Prior to joining the firm, he worked as a financial analyst at a wealth management firm, where he focused on the pricing of $50 billion in open-end funds and equity research. While there, he created return attribution reports to help clients and managers understand the key drivers of trust returns and automated a number of daily tasks, improving efficiency and accuracy. He also conducted transaction valuations to ensure shares were voted in the clients’ best interests.
