Business Valuation

Curtis Bernstein

Curtis Bernstein

CPA/ABV, CVA, ASA, CHFP, MBA

Principal

 


Curtis Bernstein

CPA/ABV, CVA, ASA, CHFP, MBA

Principal

Expertise In...

  • Principal with more than 20 years executive leadership experience
  • Management experience in both provider and consulting settings
  • Current focus on strategic and valuation consulting services
  • Licensed CPA with leadership positions at the ABA and AHLA
Taylor Burns

Taylor Burns

ASA

Consultant

 


Taylor Burns

ASA

Consultant

Expertise In...

  • Expertise in complex financial analyses and valuation modeling
  • Highly skilled in the development of market research, composition of reports/presentations
  • Business valuation expert including fair market valuation and financial reporting within healthcare
  • Accredited senior appraiser with American Society of Appriasers

Shelly Chamberlain

ASA

Fixed Asset Appraiser

 


Shelly Chamberlain

ASA

Fixed Asset Appraiser

Expertise In...

  • Senior appraiser specializing in healthcare valuation/med. equip.
  • Performed hundreds of business personal property appraisals from furniture to specialized equipment
  • Professional consultant to the IRS, attorneys, accountants, insurance companies, hospitals, businesses
  • President of Denver Chapter of American Society of Appraisers
Jim Connors

James Connors, III

MBA, ASA, CFA

Director

 


James Connors, III

MBA, ASA, CFA

Director

Expertise In...

  • More than 20 years experience in business val./financial consulting
  • Expertise includes business and securities valuation to reduce exposure to compliance issues
  • Supports transactions for mergers, acquisitions and joint ventures in the health care industry
  • Extensive expertise across a wide variety of modalities and providers
Taylor Dunlap

Taylor Dunlap

MBA

Analyst

 


Taylor Dunlap

MBA

Analyst

Expertise In...

  • Expertise in financial modeling, market research, comprehensive report development
  • Develops real-world solutions such as improving patient transfer making them safer/more efficient
  • Holds Masters Degree in Business Administration, Baylor University
G-Christopher-Louis

G. Christopher Louis

ASA, MAI

Director

 


G. Christopher Louis

ASA, MAI

Director

Expertise In...

  • Director with nearly 40 years of healthcare leadership experience
  • Adds significant financial and real estate expertise to Pinnacle team
  • Enhances business valuation team by specializing in highly complex valuation studies
  • Is sought after and highly regarded as an industry resource for large corporate mergers/acquisitions

Jakeb Spears

MBA

Analyst

 


Jakeb Spears

MBA

Analyst

Expertise In...

  • Supports physician compensation valuation division with detailed modeling, market research and comprehensive reports
  • Completed his MBA at the UT Dallas Cohort MBA program
  • Designed technology-aided processes to penetrate local contract spend for his MBA internship
  • Completed internships at Texas Health Dallas/Dallas Jewish Community Foundation
Bobby Stamper

Bobby Stamper

MBA, CVA

Manager

 


Bobby Stamper

MBA, CVA

Manager

Expertise In...

  • Manager with 8 years experience supporting business valuation and physician compensation divisions
  • Expertise in valuation of physician practices, ASCs & provider entities
  • Specializes in evaluation of FMV for provider compensation under co-management, clinically integrated network and shared savings arrangements
  • Holds an MBA with concentrations in finance and entrepreneurship
  • Is a Certified Valuation Analyst (CVA)
David White

David White

MBA

Principal

 


David White

MBA

Principal

Expertise In...

  • Principal with more than 25 years’ executive leadership experience
  • Viewed by his clients as a highly creative thinker and problem solver
  • Core focus includes health services valuation, financial analysis, market research, and practice management consulting
  • Works with health systems, rural and community hospitals, specialty service providers, and single and multi-specialty groups nationwide
Samanth Wirtz

Samantha Wirtz

MBA

Consultant

 


Samantha Wirtz

MBA

Consultant

Expertise In...