Partners, principals and associates

Karen Lloys Atlanta

235 Peachtree St NE
Atlanta, GA 30303

Tel:

828.242.3837


Email: klloyd@wipfli.com

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

Industries

Healthcare

Education

The University of North Carolina at Chapel Hill, Kenan-Flagler Business School - Chapel Hill, North Carolina
  • Bachelor of science degree in business administration
NC State University - Raleigh, North Carolina
  • Master of accounting degree