Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.


505 Fourteenth Street
Oakland, CA

Tel: 510.768.0066

Areas of Expertise

  • Joint ventures, mergers, acquisitions, and affiliations among health care providers
  • Capital project financial feasibility
  • Assisting acute providers in the development and implementation of medical staff strategic initiatives, including;
    Evaluation and optimization of physician practice operations,
    Facilitation of the physician group practice formation process
  • Development of strategic plans and business plans for start-up health care ventures
  • Valuation consulting and appraisal of health care businesses, with particular emphasis on fair market valuation and documentation to support asset and equity transactions and physician compensation agreements


Health Care


Bucknell University - Lewisburg, Pennsylvania
  • Bachelor of arts degree in biology with a double major in economics

Temple University - Philadelphia, Pennsylvania

  • Master of business administration degree in health care administration

J. David Robeson, CVA


Dave Robeson is a director in the firm’s health care practice, with more than 35 years of experience in assisting health care organizations in the areas of management, strategy, and finance.  His vast experience includes hospitals and health systems, physicians, and other health care businesses in all regions of the United States, ranging from large, publicly traded corporations to nonprofit tertiary and community-based acute care providers to group practice and private practice physicians.  Dave’s consulting experience is augmented by entrepreneurial business development and health care provider line management experience.  Clients appreciate his professionalism and the keen insight he brings to each engagement.

  • Certified Valuation Analyst
Professional Memberships and Activities
  • National Association of Certified Valuators and Analysts (NACVA) - Member and instructor for health care and consulting valuation team