Karen Lloyd, CPA
Partner
Karen Lloyd provides a wide range of capital planning and financial forecasting services to healthcare organizations and business in other industries throughout the country. Karen has extensive experience in evaluating and examining her clients’ operational and strategic plans to enable them to make informed strategic decisions about their facility’s future and to enable creditors and investors to make informed financing decisions.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) – Member
- North Carolina Association of Certified Public Accountants (NCACPA) – Member
Areas of Focus
- Financial feasibility studies (new construction, debt refinancing, ongoing financial feasibility)
- USDA community facilities loan programs
- FHA Sections 242, 241, and 223(f) mortgage insurance loan programs
- Market assessment and new business planning
- Volume and demographic projections
- Service line planning and forecasting
- Debt capacity and affordability analyses
- Cash flow planning and forecasting
- Mergers and acquisitions
- Regulatory filings
Education
The University of North Carolina at Chapel Hill, Kenan-Flagler Business School - Chapel Hill, North Carolina- Bachelor of science degree in business administration
- Master of accounting degree
