Business Valuation
Curtis Bernstein
CPA/ABV, ASA, MBA
Partner
Expertise In...
- Partner with more than 20 years of executive leadership experience
- Management experience in both provider and consulting settings
- Current focus is on strategic and valuation consulting services
- Licensed CPA with leadership positions at the ABA and AHLA
Shelly Chamberlain
ASA
Fixed Asset Appraiser
Expertise In...
- Senior appraiser specializing in healthcare valuation/medical equipment
- 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
James Connors, III
MBA, ASA, CFA
Principal
Expertise In...
- More than 20 years of experience in business valuation/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
Andrea Ferrari
JD, MPH
Principal and General Counsel
Expertise In...
- 25 yrs. in healthcare, incl. Partner in large national law firm & a national healthcare valuation & consulting firm
- Frequent author & speaker on FMV, commercial reasonableness, regulatory compliance, investigations & litigation
- Clinical research; provider recruitment and retention; value payments in CINs, ACOs, public & safety net hospitals; thought leader/ “rockstar” physicians; environmental, social, and governance & compensation governance
- Assists with compliance strategy, risk assessment, due diligence, investigations & litigation
Daniel Guo
Analyst
Expertise In...
- Background in finance, accounting & mathematics
- Analytical, financial, and research experience
- BSBA with dual emphasis in finance and accounting
Ethan Kamber
Analyst
Expertise In...
- Supports business valuation team with complex financial modeling and data analysis
- Healthcare clients and consulting engagements include FMV opinions for healthcare transactions, as well as physician and health system arrangements
- BSBA in Finance and Management
Thomas Kolaz
MHA
Analyst
Expertise In...
- Supports compensation and business valuation service lines with financial modeling & analysis and healthcare market research
- Data analysis, data management & research experience
- Healthcare experience in ambulatory operations
- MHA from University of Illinois
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
Tony Price
Analyst
Expertise In...
- Supports real estate and business valuation team with complex fair market value analyses/reports
- Performs market analysis, valuation studies, appraisal development and client data comparison against benchmarks
- Experience in real estate valuation across a wide variety
of property classes/types
Jana Sizemore
ASA
Senior Manager
Expertise In...
- Over 13 years of experience in healthcare consulting
- Business valuation experience in physician practices, ASCs, imaging centers, radiation oncology centers, hospitals & other healthcare entities
- Expert in FMV opinions on diverse types of provider compensation
- Accredited Senior Appraiser
- MBA in finance from the University of Denver
- BS in actuarial science from Butler University
Mike Vandaveer
Director
Expertise In...
- More than 20 years of experience in the commercial real estate industry
- Completed more than 500 transactions of varying sizes, requirements, and in multiple markets
- Current focus is real estate valuation and expanding real estate consulting services
- Active real estate broker’s licenses in Texas and Colorado
David White
MBA
Partner
Expertise In...
- Partner with more than 25 years of 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