CPOMP 2027 Agenda

Learn how physician groups are using real-world experience and better data to improve real estate outcomes. Through actual case studies, explore strategies for buyouts and retirement transitions, valuations, agreement restructuring, and lease negotiations—all designed to strengthen returns and long-term value.

Speakers

• Mike McCaslinManaging DirectorCBIZ
• Eric Nuttall, CPAEide Bailly
• Jennifer StruckAttorneyHall Render

A cash-out refinance can offer more than access to equity—it can create meaningful tax and wealth-building opportunities for physician owners. Using a real-world case study, this session explores strategies involving distributions, depreciation, partner buyouts, interest deductibility, §754 basis adjustments, and more. Learn how thoughtful transaction structuring can benefit current, departing, and incoming partners and help preserve more of the value they’ve built.

Speakers

• Michael HauserPartnerHonigman Miller Schwartz and CohnJoining virtually

Interest rate swaps can change significantly in value over time, creating an often-overlooked impact on partner equity during buy-ins and buyouts. Using real numbers, this session explores how value can unintentionally shift between partners and practical strategies groups can use to account for changing swap values and protect the equity their partners have built.

Speakers

• Greg WarrenChairmanCMAC PartnersModerator

Ground-up construction or an existing building? Through real-world examples from two physician groups that took different paths, explore the key factors that can shape the outcome—from acquisition and construction costs to financing, timing, operational disruption, future flexibility, and long-term value. See what each group learned along the way and what they would do differently today.

Speakers

• Jared VanderWeele, AIACEOEckert WordellModerator
• Bill MicaleCFOHeaton Eye
• Steve DobiasManaging DirectorCBIZ