Expert Details

Expert in Entrepreneurial Companies, Healthcare Software Industry, Business Development, CPA

ID: 725630 Kentucky, USA

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Expert has experience with a Big 5 national accounting firm in auditing, financial advisory services and mergers and acquisitions. He has served at the C-level for several businesses in varying industries including a national retail franchise in sporting goods and an golf course / range operations company. His experience includes roles as Founder, President, COO, CFO and Board level appointments including Chairman. As President he created and led the strategy for a entrepreneurial Healthcare Software Company (ambulatory physician office space) that was sold to a Public Company in 2003. He is an expert in e-health and healthcare technology including clinical exchange & RHIO's (regional health information organizations). Since then he has invested in, advised, mentored and created several other entities in high growth entrepreneurial and emerging marketplace sectors primarily focused on software related products and services. He has received national recognition including the regional EY Entrepreneur of the Year Award in 2004 and the Kentucky Society of CPA's Leader in Industry in 2008

Education

Year Degree Subject Institution
Year: 1987 Degree: B.S. Subject: Accounting Institution: University of Kentucky

Work History

Years Employer Title Department
Years: 2008 to Present Employer: Undisclosed Title: Co-Founder / President Department:
Responsibilities:
He is the Managing Partner for the Company.
Years Employer Title Department
Years: 2007 to Present Employer: Undisclosed Title: Founding Partner Department:
Responsibilities:
Available upon request.
Years Employer Title Department
Years: 2003 to 2006 Employer: Allscripts Healthcare Solutions, Inc. Title: Executive Vice President Department: Clinical Solutions Group
Responsibilities:
He led the transition of integrating Advanced Imaging Concepts operationally into Allscripts. He joined the senior leadership team of the parent company post merger and was responsible for the profit and loss of his business unit. Allscripts (NASDAQ: MDRX) is the leader in clinical software solutions for physicians offices.
Years Employer Title Department
Years: 1999 to 2003 Employer: Advanced Imaging Concepts, Inc. Title: President & Chief Operating Officer Department:
Responsibilities:
He directed the growth of this start-up company from its early stages to over $10 million in revenues. He initiated the development of a multiple channel strategy of distribution that included direct sales, value added resellers, and private labeled products. He led the negotiations on behalf of management and the investors for it sale to Allscripts Healthcare Solutions, Inc., a public company.

Career Accomplishments

Associations / Societies
Association of Information & Imaging Management "AIIM"; Ky Society of CPAs; American Institute of CPAs "AICPA",
Licenses / Certifications
Certified Public Accountant CPA, Enterprise Content Management Practitioner "ECM-p"
Awards / Recognition
Ernst Young Entrepreneur of the Year Award 2004; Coopers & Lybrand "Living the Commitment" national Award
Publications and Patents Summary
Article entitled
"EMRs & Elephants" inhealthcare software trade magazine

Fields of Expertise

business, business development, business incubator, business management, business startup, business strategy, e-business strategic planning, entrepreneurship, mentoring, merger, startup, strategic planning, change management, mergers and acquisitions, franchising, corporate responsibility, business process management, sale, business valuation, business performance, business ethics, small business, business operations, knowledge management, team building, incentive compensation plan, business intelligence, competitive intelligence, motivation, retail expense reduction, benchmark, cost modeling, Peachtree accounting software, accounting software, corporate strategic planning, competitive analysis, technology innovation, technology planning, accounting, cost reduction, cost analysis, business re-engineering, new product development, technology management, cost estimation, business system design, cost-benefit analysis, cost, cost control, financial model, risk management, health care system, clinical medicine, business process re-engineering, budget control

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