David Berman, CPA, CGMA, CVA

Managing Principal, EVP Professional Services

A Managing Principal with SimiTree, David Berman has extensive experience in leading financial improvement initiatives and mergers and acquisitions in the home health and hospice industry. David earned a B.S. in accounting from the University of Connecticut, and is a Certified Public Accountant, Certified Global Management Accountant and Certified Valuation Analyst. In 2015, he was named to the distinguished panel of “40 Under Forty” by the National Association of Certified Valuators and Analysts and Consulting Training Institute, recognizing his expertise, commitment to excellence and spirit of pioneering in the fields of healthcare finance and mergers and acquisitions.

David’s extensive work with M&As includes financial due diligence, business valuation, work flow and market assessment and strategic planning for home health, hospice, pediatrics, behavioral health/ABA and private duty companies, including support for acquirers with the transition of ownership. He has been instrumental in helping numerous organizations improve financial performance and sustain successful business operations, having served as an interim financial executive for a variety of freestanding and hospital-affiliated organizations.

Active in his profession and the community, David is a member of the National Association for Home Care & Hospice, Connecticut Association for Healthcare at Home, Home Care Alliance of Massachusetts, Connecticut Society of Certified Public Accountants, American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts and the Home Care and Hospice Financial Managers Association. David has served on the Business and Finance Committee for the Connecticut Association for Healthcare at Home. He is a seasoned national speaker on topics such as Medicare billing, Medicare’s Prospective Payment System, revenue recognition, mergers and acquisitions, inpatient startups and financial benchmarks.

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