PYA, P.C - Key Persons
Andrew specializes in transaction advisory services and related strategic consulting services for community hospitals, multi-hospital health systems, managed care health plans, ambulatory service providers, physician practices, private equity investors, and for-profit consolidators of health services. His work includes facilitating mergers and acquisitions, performing due diligence and quality of earnings assessments, and providing strategic planning services.
Andrew received a Bachelor of Business Administration in Finance degree from East Tennessee State University and a Master of Business Administration degree from the University of Tennessee, Knoxville. He is a member of the board of the Maryville City Schools Foundation.
Job Titles:
- Consulting Principal and Office Managing Principal, Tampa
- Member of the Association of Healthcare Internal Auditors
Angie advises physician practices and healthcare systems in the areas of fair market value compensation; commercial reasonableness; physician compensation design, development, and strategy; physician/hospital economic alignment models; and value-based compensation. She assists physician practices and healthcare systems with strategic, financial, and operational issues.
An author and frequent speaker, Angie has presented in live, webinar, and roundtable/panel settings for various organizations, including the American College of Healthcare Executives, Association of Corporate Counsel, Association of Healthcare Internal Auditors, American Health Law Association, Florida Hospital Association, Health Care Compliance Association, and the Tennessee Society of Certified Public Accountants, among others. Angie is the managing principal of PYA's Tampa office.
Angie is a 1995 graduate of Marshall University with a Bachelor of Business Administration degree in Accounting (magna cum laude), and a 2000 graduate of the University of Tennessee, Knoxville with a Master of Business Administration (first in class). Angie is a Certified Public Accountant, licensed in Florida, Tennessee, and West Virginia.
Angie is a member of the Association of Healthcare Internal Auditors (AHIA), the American Health Law Association (AHLA), the Florida Institute of Certified Public Accountants (FICPA), the American Institute of Certified Public Accountants (AICPA), and the American Association of Provider Compensation Professionals (AAPCP). She was a member of the Tampa Bay Chamber of Commerce's Leadership Tampa Class of 2022 and is now a Leadership Tampa Alumni Member.
Job Titles:
- Consulting Principal and Office Managing Principal, Charlotte
- Member of the American Society of Appraisers
Annapoorani specializes in valuation and related consulting services for entities in the health sciences sector, including providers, payers, and healthcare technology companies. Her valuation experience encompasses a broad range of healthcare entities and physician compensation arrangements for purposes such as mergers and acquisitions, joint ventures, affiliations, and hospital-physician alignment arrangements. Her primary area of expertise is in the valuation of businesses and assets for transactions, regulatory compliance, financial reporting, and internal strategic planning.
Annapoorani works with a broad range of provider entities including academic medical centers; health systems; cancer centers; and outpatient facilities such as surgery centers, radiation therapy centers, home health providers, and urgent care facilities. Additionally, she has experience with payer entity valuation, clinically integrated networks, and arrangements that involve intellectual property. Annapoorani specializes in valuing intangible assets and is focused on assisting provider organizations, especially academic medical centers, with their brand valuation needs.
She is a frequent speaker at national conferences on valuation-related topics specific to healthcare. Annapoorani is the managing principal of PYA's Charlotte office.
Annapoorani received a Bachelor of Social Sciences from the National University of Singapore, a Master of Business Administration degree from Boston College, and a Master of Social Science degree in Applied Economics from the National University of Singapore.
Annapoorani is a member of the American Society of Appraisers (ASA) and is an ASA-Accredited Senior Appraiser in the Business Valuation discipline. She is a member of the American Health Law Association and the Women Business Leaders of the U.S. Health Care Industry Foundation, and a board member of the Union County Library Foundation Board.
Barbara has extensive experience in the areas of valuations, mergers and acquisitions, hospital-physician arrangements, physician group practice compensation models, strategic planning, buy-sell agreements, tax planning, and financial and billing performance. She has valued healthcare entities for sales, mergers, and buy-outs; provided fair market opinions on physician compensation arrangements; and provided litigation support in various medical settings.
She is the author of numerous journal articles on topics that affect physicians, and a frequent lecturer for the Medical Group Management Association (MGMA), the American College of Physician Executives, and other organizations. Barbara earned a Bachelor of Science in Accounting from the University of Maryland and a Master in Taxation from Southeastern University. She is a CPA licensed in the state of Georgia, a Certified Valuation Analyst (CVA), and is a member of the Georgia Society of CPAs, MGMA, and National Association of Certified Valuation Analysts.
Job Titles:
- Managing Principal of IT Advisory Consulting
- Member of United States Marine Corps
- New Healthcare Consulting Principal
Barry has nearly three decades of experience in the information technology (IT) and healthcare industries as a CIO, CTO, senior IT audit manager, and IT risk management consultant. He has performed and managed complicated HIPAA security reviews and audits for some of the most sophisticated hospital systems in the country. Barry is a visionary, creative, results-oriented senior-level healthcare executive with demonstrated experience in planning, developing, and implementing complex information-technology solutions to address business opportunities, while reducing IT risk and exposure. He is adept at project and crisis management, troubleshooting, problem solving, and negotiating. Barry has strong technical capabilities combined with outstanding presentation skills and professional pride. He is a prudent risk taker with proficiency in IT risk management, physician relations, strategic development, and employee team building.
Barry is a member of United States Marine Corps, Health Care Compliance Association, Association of Healthcare Internal Auditors, Healthcare Information Management Systems Society and Information Systems Audit and Control Association. He was an Honor Graduate in Systems Programming from the United States Marine Corps Computer Sciences School (MCCDC) in Quantico, VA. He is a Certified COBOL Programmer, a Certified Database Management Specialist, and a Certified Cyber Security Framework Practitioner.
Bringing over two decades of strategic advisory experience to PYA and its clients, Brian Fuller has led health systems and provider organizations through multi-faceted projects, including health system/network enterprise growth, strategic options evaluation, mergers-and-acquisitions, clinical service line strategy, and consumer and ambulatory network development. Additionally, Fuller brings to PYA deep industry knowledge in pre- and post-merger integration, strategic and financial due diligence, and physician enterprise optimization.
As an industry thought leader, Brian has presented on a variety of topics including, implications of industry transformation; strategic planning; structural evolution of the U.S. health system; and best practices for identifying, evaluating, and executing strategic partnerships for national organizations such as the American Hospital Association, The Governance Institute, and the Healthcare Financial Management Association (HFMA). He has authored articles in various healthcare industry publications, including hfm, Trustee, and Spectrum.
Brian received his Bachelor of Science in Business Administration from Ohio State University and his Master of Administration from Duke University. He is a member of the American College of Healthcare Executives, Healthcare Financial Management Association, and the Society for Healthcare Strategy & Market Development. He is Chair Elect of the First Presbyterian Church of Granville Mission Committee, a member of Achieving Excellence in Our Schools Granville Public Schools Levy Committee, and a mentor at Fisher College of Business Career Networking Program.
Areas of Expertise
Health Systems
Job Titles:
- Managing Principal of Compensation Valuation Planning & Design
Carol provides business valuation and related consulting services to healthcare clients and a variety of business organizations. Her primary areas of expertise are in finance, valuation, managed care, and revenue cycle operations for healthcare organizations. She has performed numerous appraisals of businesses and securities for mergers, acquisitions, estate planning, and commercial litigation matters.
In addition, she is a frequent speaker and published author, having contributed to the Wiley Finance Series book, Financial Valuation Applications and Models, and Becker's Health IT & CIO Review, among others.
Carol is a graduate of Western Kentucky University with a Bachelor of Science degree in Accounting. She is a Certified Public Accountant (Tennessee), an Accredited Senior Appraiser (business valuation discipline), and a Certified Fraud Examiner. She has sat on various councils and committees with the American Institute of Certified Public Accountants, Tennessee Institute of Certified Public Accountants, and American Society of Appraisers and currently sits on the Women's Leadership Council with the American Health Law Association. Carol was a member of Leadership Knoxville's Class of 2022 and currently is a member of Women Business Leaders of the U.S. Health Care Industry Foundation.
A marketing, branding, and creative communications veteran with more than three decades of leadership experience, Dan leads PYA's team of creative experts in marketing, content creation, public relations, graphic design, and project management and execution. Prior to joining PYA, Dan served as Director of Creative Services at the University of Tennessee (UT) for ten years. In 2005 he partnered to launch Bluegill Creative, a marketing and creative firm and prior PYA affiliate, later acquired by BigWheel. Dan continued to serve as Creative Director there and led teams in support of some of the country's largest brands, including NASCAR, HGTV, Food Network, Clayton Homes, The Disney Channel, AMEX, Bush Brothers, and NEC, among others. Dan's expertise lies in his ability to develop brands through corporate storytelling, integrated marketing, creative direction, relationship management, social media strategies, and account oversight for a wide variety of regional and national B-to-B and B-to-C firms.
Dan received a Bachelor of Fine Arts, Graphic Design, and a Master of Science, Communications from the University of Tennessee. He is a member of the American Marketing Association, American Advertising Federation, the American Institute of Graphic Arts, and the Entrepreneur's Organization.
Dan served in the U.S. Army and Tennessee National Guard as a noncommissioned officer. He was decorated and honorably discharged.
Areas of Expertise
Branding
PYA Principal Davd McMillan is named to the 2024 Class of Leadership Knoxville
Job Titles:
- Managing Principal of Consulting and Firm Chief Financial Officer
David leads PYA's national consulting practice. For nearly three decades, he has served clients across the country, leading engagements that include strategic planning exercises, merger-and-acquisition projects, feasibility studies, physician-hospital alignment projects, compensation design, and fair market valuation services. David is often called upon to provide advisory services for healthcare executives and boards of directors and is a frequent meeting and retreat facilitator. He is a requested speaker for clients and professional associations and is the author or editor of dozens of thought leadership articles, white papers, and other published works.
David is active in the American Health Law Association, the Healthcare Financial Management Association, the Tennessee Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Society for Healthcare Strategy and Market Development. He is a 1992 honors graduate of the University of Tennessee Knoxville with a Bachelor of Science degree in Business Administration.
Debbie has 21 years of experience providing tax planning and review of federal and state returns for healthcare entities, insurance companies, businesses, and tax-exempt organizations. She provides analysis and guidance to hospitals and practices groups on compensation, mergers and acquisitions, and joint ventures, and does due diligence to support them. Debbie's primary areas of expertise include a comprehensive analysis of issues related to tax-exempt organizations, including private inurement, private benefit, and unrelated business income. She has represented clients before the Internal Revenue Service, including the filing of applications for recognition of exempt status and coordination of the approval process as well as the Coordinated Examination Procedure.
Debbie is a 1992 graduate of The University of Tennessee with a Bachelor of Science degree in Accounting. Additionally, she received her Master of Accountancy from The University of Tennessee in 1993. Debbie is a CPA.
Job Titles:
- Principal and Director of Academic Medicine Consulting Services
Deborah has worked in academic medicine for more than two decades, having served as the chief operating officer at the University of Wisconsin School of Medicine and Public Health (UW) and Central Michigan University College of Medicine (CMU). Deborah's previous experience includes working as a founding team member of a new medical school at CMU and working at three research-intensive universities (UW, University of Michigan Medical School, and University of North Carolina School of Medicine). She has extensive experience in governance models, healthcare regulatory compliance, mergers and acquisitions, strategic and financial planning, organizational and program development, policy and procedure development and implementation, and healthcare operations improvement. Prior to joining PYA, Deborah has most recently served as entrepreneur and general counsel for three healthcare technology start-ups.
Deborah holds a Bachelor of Arts in International Relations from Michigan State University James Madison College and a Juris Doctorate from Western Michigan University Thomas Cooley Law School. She is a member of the State Bar of Michigan, the American Health Law Association, the Workers Compensation Research Institute, and the Health Care Compliance Association. Additionally, Deborah is on the board of directors for Girls Rock Camp.
Areas of Expertise
Financial Strategy
Merle Glasgow has more than two decades of executive management and operational leadership experience. His expertise in business development, sales and marketing management, strategic partnerships, corporate training, investment strategies, and investor relations has allowed him to successfully manage top-line growth strategies across multiple industries. Merle's extensive healthcare industry experience lies in patient-centric solutions, SaaS-based revenue cycle management technologies and services, compliance, population health management, and automated provider/payer workflow process applications.
He most recently served as Principal for a private equity and leadership services firm, with a focus on lower-middle-market investments in the healthcare and business services industries. His responsibilities included overseeing growth strategies and performance for client organizations and portfolio companies; leading and/or assisting in the sourcing, due diligence, and negotiations efforts related to potential acquisitions; and serving as a member of the firm's CEO pool.
Prior to that, Merle worked as the Vice President of Sales and Marketing for a revenue cycle management services company, working with hospital systems across the country. In addition, he has had extensive involvement-business plan development, fundraising within angel and venture capital networks, and hands-on operational guidance-with start-up healthcare companies. He also has served as General Manager and Regional Sales Director for one of the world's largest hi-tech distributors of semiconductors and other electronic components, and in various executive roles-National Sales Trainer, Regional Systems Manager, and Branch Manager-for a large subsidiary of a Fortune 200 computer software products company.
Merle received his Bachelor of Business Administration from Austin Peay State University. He is a member of the Healthcare Information Management Systems Society, Nashville Health Care Council, American College of Healthcare Executives, Medical Group Management Association, and the Society of Human Resource Management.
Areas of Expertise
Business Services
Jane brings three decades of audit and consulting experience to her work with PYA healthcare clients in the areas of financial modeling, clinical data analytics, and strategic advisory support. Along with the PYA Business Intelligence and Managed Care service lines, she assists health systems, hospitals, ambulatory surgery centers, and physician clinics to recognize appropriate reimbursement.
Jane is a recognized thought leader and has authored articles on a wide range of topics, including value-based care, strategic hospital analytics and pricing, clinical integration, population health, and more. She developed healthcare industry presentations on strategic, financial, and reimbursement topics, including: "Understanding the Impact of Value-Based Care," "Business Analytics for Critical Access Hospitals," and "Strategic Hospital Pricing."
Jane holds a Bachelor of Science in Nursing and a Master of Science in Business, Healthcare Fiscal Management from the University of Wisconsin-Madison, and is a Certified Public Accountant (CPA) and Registered Nurse (RN) licensed in the state of Wisconsin. Jane is a member of the American Institute of Certified Public Accountants, the Wisconsin Institute of Certified Public Accountants, the American College of Healthcare Executives, the Healthcare Financial Management Association, and is a Leadership Green Bay Graduate.
Job Titles:
- Principal and Director of Business Intelligence & Analytics
Jason leads PYA's Business Intelligence & Analytics service line and has been with the firm since 2010. A certified public accountant, Jason leverages his strong foundation in accounting and finance to translate data into custom business intelligence solutions for clients. Jason has extensive experience in healthcare claims analytics, financial modeling/analysis, and dashboard development. He implements analytics to provide litigation support on a variety of complex cases.
Jason holds a Master of Accountancy degree and a Bachelor of Science in Business Administration degree from the University of Tennessee, Knoxville, and is a certified public accountant (CPA) licensed in the state of Tennessee. He is a member of the Tennessee Society of Certified Public Accountants, the Healthcare Information and Management Systems Society, and the American Institute of Certified Public Accountants.
Job Titles:
- Chief Development Officer
- Principal
Jeff leads the development efforts of PYA with an extensive background in growing and managing healthcare businesses. Jeff began his career as an auditor at a "Big Four" audit firm, where he worked with healthcare industry clients. Most recently, he served as executive vice president at one of the pioneers and leaders in the field of population health solutions for hospitals across the country. He also held the position of executive vice president at a business process outsourcing company, where he served many of Tennessee's premier growth companies in the fields of healthcare and healthcare technology.
As an entrepreneur, Jeff led the startup of a company that became a leading provider of patient engagement solutions, serving as president and chief operating officer. Under his direction, the company evolved from a startup raising its initial seed capital into an organization with operations in more than 25 states and with relationships among many of the largest healthcare systems across the country. Jeff also served as president at a third-party operator of ancillary healthcare services for long-term care residents, helping the company secure contracts with more than 300 long-term care facilities across the southeastern United States.
Jeff is a connector and is passionate about building organizations, improving processes, and driving new business growth. He shares his expertise as a director on both non-profit and for-profit boards.
Jeff is a graduate of Tennessee Technological University with a Bachelor of Science in Business Administration, Accounting.
Areas of Expertise
Business Services
Jeff brings more than three decades of expertise serving healthcare providers with a focus on consulting and advisory services in physician practice operations, performance improvement, business development, revenue cycle, and physician billing. Jeff's experience lies with integrated delivery systems, multi-specialty physician practices, community hospitals, tertiary referral medical centers, and management services organizations.
Jeff earned a Bachelor of Business Administration from the University of Toledo and a Master of Business Administration from Pennsylvania State University. Jeff is a member of the American College of Healthcare Executives and the Health Issues Study Society.
Areas of Expertise
Business Development
Jennifer has been assisting clients with tax needs since 1997. She has historically served individuals, partnerships, and corporate entities and supported clients on federal and multi-state tax compliance matters as well as tax planning and consulting engagements. Her experience in various industries includes retail, professional services, for-profit healthcare, real estate, and more. Jennifer has a wide range of accounting experience, which enables her to provide relevant and timely advice and assistance to business owners and individuals.
Over her career, Jennifer has provided tax planning and consultation on real estate transactions and developed tax strategies for entity purchases. She is adept at implementing succession plans for corporate and partnership entities and action plans to minimize tax liability.
Jennifer earned a Bachelor of Science in Business Administration degree from the University of Tennessee and is a certified public accountant. She is a member of the American Institute of Certified Public Accountants and holds leadership roles in the Tennessee Society of Certified Public Accountants. She has served as a board member of the Singleton B. Wolfe Memorial Tax Conference.
W. James (Jim) Lloyd specializes in the areas of valuation, transaction advisory, and litigation consulting services. His valuation experience encompasses a broad range of companies, complex business arrangements, and intangible assets for purposes such as mergers and acquisitions, joint ventures, restructurings, taxation, and financial reporting. Mr. Lloyd's litigation experience includes disputes related to antitrust, diminution of value, lost profits, merger and acquisition transactions, shareholder oppression, and marital dissolution matters.
Mr. Lloyd has significant healthcare industry experience including ambulatory surgery centers, cancer centers, dialysis facilities, home health agencies, hospitals, long-term care facilities, physical therapy centers, physician practices, managed care organizations, pharmaceutical manufacturers, and pharmacies among others.
Jim received a Bachelor of Science in Business Administration from the University of Tennessee. In addition to being a certified public accountant (CPA), he also holds the following specialization credentials: Accredited in Business Valuation (ABV), and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants; and Accredited Senior Appraiser (ASA) by the American Society of Appraisers.
Jim is a frequent speaker at national and regional conferences and actively involved in the business valuation discipline. He is a past chair of the American Institute of Certified Public Accountants' Accredited in Business Valuation Credential Committee and a past member of the Board of Examiners for the American Society of Appraisers.
Job Titles:
- Corporate Counsel
- Principal
Karin holds more than 30 years of healthcare regulatory and legal experience focused on compliance with laws necessary for operations, company reputation, and risk reduction. Her focus areas include privacy/HIPAA/cybersecurity, contracts (vendors, physician/hospital) and compliance with fraud and abuse laws (False Claims Act, Anti-Kickback and Qui Tam Suits). A JD, Karin has experience working at publicly traded and nonprofit healthcare corporations to represent hospital systems, healthcare facilities, and providers. Karin advises PYA and PYA clients on the development and implementation of initiatives to improve legal support of business operations.
Karin earned a Juris Doctor from the University of Tennessee, Knoxville, College of Law, and a Bachelor of Science in Nursing from Clemson University. She is an adjunct professor in healthcare law at Lincoln Memorial University Law School.
Karin is called upon often to speak on her areas of expertise, including for the Tennessee Medical Group Management Association (MGMA) Employment Laws for Healthcare Providers; MGMA Johnson City Healthcare Laws; MGMA Knoxville Physician Practice and Healthcare Law; and Tennessee Bar Association Healthcare Law Primer. She is an executive council member health law for the Tennessee Bar Association and a member of the American Health Law Association and the Tennessee Bar Association.
Kristen brings more than 25 years of executive management and leadership experience to PYA's Compliance Advisory team in health system and physician practice operations, regulatory compliance, human resources, and revenue cycle improvement. She assists health systems and physician practices with the development, design, and evaluation of their compliance programs. She also conducts pre/post-acquisition compliance and revenue cycle operations due diligence on behalf of buyers/investors and sellers preparing to go to market.
Kristen's diverse experience offers a unique perspective that allows her to understand complex situations and advise clients. She served as adjunct faculty for the University of Memphis, is a published author and co-author, and routinely speaks on regulatory compliance and due diligence at national meetings.
Kristen holds a Master of Health Administration degree from the University of Memphis and a Bachelor of Science in Health Information Management degree from the University of Tennessee. She is Certified in Healthcare Compliance (CHC), a Certified Compliance and Ethics Professional - International (CCEP-I), a Certified Professional in Healthcare Quality (CPHQ), and a Registered Health Information Administrator (RHIA). She is a long-standing member of the American Health Information Management Association and the Healthcare Compliance Association.
Job Titles:
- Director of Business Alliances
An entrepreneurial leader in business development, Larsen Jay is a sales and marketing expert with a focus on strategic partnerships and alliances. He brings an innovative mindset to building relationships with businesses nationwide. With strategic planning, organizational change, and project management experience, Larsen has served the private, not-for-profit, and government sectors for more than two decades.
Most recently, Larsen served as Founder and Chief Executive Officer of Random Acts of Flowers, a not-for-profit that delivers recycled flowers, encouragement, and personal moments of kindness to improve the emotional health and well-being of individuals in healthcare facilities. He is also actively engaged in the East Tennessee community as a speaker and leader, serving on the Knox County Commission as Chairman and Commissioner At-Large.
Larsen holds a Bachelor of Arts and a Master of Business Administration from the University of Tennessee. He is the Board President for The Joy of Music School, Center City Events, The Bijou Theatre, and the University of Tennessee Medical Center Emergency and Trauma Council, and is on the board of the Alliance for Better Nonprofits, Knoxville Symphony Orchestra, Nucleus Knoxville, Legacy Parks Foundation, and WUOT 91.9 FM.
Areas of Expertise
Business Development
Job Titles:
- Managing Principal of Revenue & Compliance Advisory and Office Managing Principal, Atlanta
Lori leads PYA's Compliance and Business Support & Improvement services and is a member of PYA's Value Transformation Team. She combines industry experience in managing multiple hospital-owned practices with nearly two decades of consulting experience advising physicians, and organizations affiliating with physicians, in the areas of compensation, strategic planning, operational and financial improvement, and affiliation structures. Recently, Lori has been immersed in assisting physicians with understanding the volume-to-value transition, population health management, and deployment of chronic care and transitional care management structures so providers can use existing CMS-funded mechanisms to learn survival skills for value-based reimbursement.
Lori earned a Bachelor of Science in Elementary Education from the University of Alabama and a Master of Accounting from the University of Alabama at Birmingham. She is a Certified Management Accountant (CMA), Professional in Human Resources (PHR), Society for Human Resource Management Certified Professional (SHRM-CP), and is Certified in Healthcare Compliance (CHC), HCCA, and Change Diagnostic Index (CDI) Certified. Lori is a member of the Institute of Managerial Accountants, the Society of Human Resource Managers, the Professional Association of Health Care Managers and the Healthcare Financial Management Association. Lori is a frequent speaker at local, regional, and national organizations on operational, financial and human resource topics impacting today's medical practices.
Job Titles:
- Principal
- Member of the American Health Law Association
Lyle advises physician practices and healthcare systems in the areas of fair market value compensation; commercial reasonableness; physician compensation design, development, and strategy; physician/hospital economic alignment models; and value-based compensation. He also assists physician practices and healthcare systems with other strategic, financial, and operational issues.
An author and frequent speaker, Lyle has presented in person, during webinars, and at roundtable/panel settings for various organizations, including the Healthcare Financial Management Association, Medical Group Management Association, and American Health Law Association. He authored The Top 15 Staff Management Policies and Procedures for Physician Practices and has been published in the MGMA Connexion and the ACMPE Executive View, among others.
Lyle earned a Bachelor of Science degree in Biology from Wake Forest University and a Master of Healthcare Administration degree from the University of North Carolina at Chapel Hill. He is a Fellow in the American College of Healthcare Executives, a Fellow in the American College of Medical Practice, and a Certified Valuation Analyst through the National Association of Certified Valuators and Analysts.
Lyle is a member of the American Health Law Association (AHLA), the American College of Healthcare Executives, the National Association of Certified Valuators and Analysts, and the Medical Group Management Association. He has served as vice chair of the AHLA Fair Market Value Affinity Group, president of the Sequoyah Elementary School Foundation, board member of Peninsula Club, member of Founding Board for Bearden Middle School Foundation, and president of West High School Foundation, among others.
Job Titles:
- Managing Principal of Tax
Mark has more than two decades of experience assisting middle-market, private equity-backed, and public companies located across North America. His industry experience has historically gravitated toward manufacturing; healthcare; real estate, construction, and development; and financial institutions. He has supported clients on federal and multi-state tax compliance and consulting engagements, transaction analysis and facilitation, and domestic tax reporting of both inbound and outbound international transactions. Mark also leads the PYA income tax accounting function.
Mark earned a Bachelor of Science in Business Administration degree and a Master of Accountancy degree from the University of Tennessee. He is a certified public accountant, licensed in Tennessee. Mark is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.
Job Titles:
- Certified Public Accountant
- Chief Executive Officer
- President
Marty serves as President and Chief Executive Officer of PYA, a highly trusted, respected advisory and accounting firm for the business community, serving clients from offices in Atlanta, Charlotte, Helena, Kansas City, Knoxville, Nashville, and Tampa. Since joining the Firm in 1991, he has approached clients' needs with mindfulness and purposefulness based on defining values-relationships, excellence, character, and impact-and a culture of HELP.
During his tenure, Marty has helped catapult the firm to national recognition that includes INSIDE Public Accounting Top 100 Firm, Modern Healthcare Top 15 Healthcare Consulting Firm, and INSIDE Public Accounting Third Highest Percentage Female Ownership Among Top 100 Firms. PYA also was featured in Accounting Today's "Inside the Top 100-In-Depth Looks at Four of the Most Successful Firms in the Country."
Marty's leadership experience spans more than three decades, many industries, and organizations that include start-ups to Fortune 100 companies. Marty served as PYA's Managing Principal of Consulting Services from 2006 to 2019. His deep and broad insight into healthcare, valuation, financial analysis and oversight, and strategic planning is the basis for his ability to define, seize, and best leverage market opportunities for PYA's client partners. Prior to joining PYA, Marty served as a senior manager at KPMG.
With strong business acumen and a continued spirit of entrepreneurship, Marty has played an important role in the planning and startup of PYA's successful affiliated companies, within which he has continued to serve on several executive committees. He also is a champion for excellence, hiring and promoting professionals of the highest character. And, he directs a posture of thought leadership, extending the Firm's knowledge base to help clients and future clients.
Marty is a certified public accountant whose professional involvement extends to national organizations such as the American Health Law Association and the American Institute of Certified Public Accountants, as well as many state and local organizations.
Matt is a leader within the Firm's audit service line, where he conducts financial statement audits for a number of organizations, including hospitals and other healthcare providers, foundations, community banks, and not-for-profit organizations. He is experienced in performing employee benefit plan audits as well. He also assists clients with the design and implementation of new internal control policies and procedures.
Matt is a thought leader who often contributes content for Firm-related publications. Additionally, he is a frequent presenter on audit and accounting updates. Matt is a business administration graduate of Appalachian State University, and he earned a Master of Accountancy at the University of Tennessee. He is a Certified Public Accountant licensed in both Georgia and Tennessee and a Fellow of the American College of Healthcare Executives.
Job Titles:
- Managing Principal of Strategic & Transaction Solutions
Michael provides transaction advisory services, strategic planning, business valuation, fair market value compensation analysis, and related consulting services for hospitals, healthcare systems, physician practices, and healthcare information technology companies for purposes of facilitating mergers and acquisitions, performing due diligence, acquiring physician services, and pursuing joint ventures. His primary areas of expertise are in transaction support, due diligence, valuation, financial analysis, and post-merger integration.
Michael received his Bachelor of Science in Business Administration and his Master of Accountancy from the University of Tennessee, Knoxville and is a member of the American Health Law Association.
Michelle has practiced public accounting since 1993, with experience in tax compliance and planning for businesses and individuals. Her industry experience includes real estate, hospitality, retail, construction, transportation, manufacturing, and professional services.
A certified public accountant, Michelle earned a Bachelor of Science in Business Administration degree from Carson-Newman University and a Master of Accountancy degree from the University of Tennessee, Knoxville. She is a member of the Tennessee Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Job Titles:
- Managing Principal of Audit & Assurance
Mike leads PYA's Audit & Assurance practice area, including the Firm's Top 15 nationally ranked audit practice of large multi-hospital health systems. He oversees Audit & Assurance services for a variety of industries, including healthcare providers and financial institutions, across the Firm's five office locations. Mike's clients include multi-hospital health systems, community hospitals, multi-specialty physician clinics, academic physician practice plans, multi-bank holding companies, savings and loan associations, credit unions, and other for-profit and non-profit organizations. Mike has worked with organizations with revenue exceeding $2 billion and has significant experience with internal control design matters. He has assisted several clients in performing organizational risk assessments and in correcting internal control deficiencies. In addition, Mike has served as an expert witness on matters involving financial statement fraud and embezzlement and is a frequent speaker and author on accounting and financial reporting matters.
Mike received his Master of Accountancy and Bachelor of Business Administration degrees from East Tennessee State University. A CPA licensed in Georgia, Florida, and Tennessee, Mike is a member of the Tennessee Society of Certified Public Accountants (TSCPA) and the TSCPA Financial Institutions Task Force. He recently served as chairman of HLB International: Global Advisory & Accounting Network, North American Healthcare Industry Group. He is a graduate of Leadership Knoxville, Class of 2018, and serves on the board of directors for Knoxville Habitat for Humanity, where he is the former chairman and treasurer. He serves as the 2023 chairman of the Leukemia and Lymphoma Society Light the Night and has served on the board of directors of several other not-for-profit community organizations.
Job Titles:
- Chief Operating Officer
- Owner
- Principal
In her role as Chief Operating Officer and PYA Owner, Mouzhan directs and formalizes the personnel and general administration policies; leads day-to-day operations; and manages office services and location facilities. She works with other PYA Owners as well as department, program, and service line leaders on Firm, operational, and administrative management initiatives.
Mouzhan oversees the PYA Talent Acquisition, Human Resources, and Administrative teams, and collaborates with the Executive Committee in managing legal contracts and compliance matters. In her role, she engages with PYA Information Technology, Marketing, and Facilities leadership. Mouzhan serves on the Operations Committee, Executive Committee, and PYA University Development Team.
Mouzhan received her Bachelor of Arts in Communications from the University of Georgia and her Master of Information Systems Management from Keller Graduate School. She is a member of the CPA Firm Management Association and HLB International: Global Advisory & Accounting Network.
Job Titles:
- Principal, Managed Care & Revenue Cycle Services
Job Titles:
- Consulting Principal, Firm Chief Compliance Officer, and Office Managing Principal, Nashville
Job Titles:
- Chief Information Officer