Business Valuation
Curtis Bernstein
CPA/ABV, CVA, ASA, CHFP, MBA
Partner
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
ASA
Manager
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
Connor Campbell
MHA
Analyst
Expertise In...
- Data management, clinical laboratory & research expertise
- Supports compensation and business valuation teams with financial modeling and analysis, market research and narrative
- Healthcare experience in clinical laboratory monitoring EHR data and counseling staff on protocols
- MHA and BA in Economics from Saint Louis University
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
James Connors, III
MBA, ASA, CFA
Senior 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
Bryant Derbyshire
CFA
Analyst
Expertise In...
- Supports business valuation team with complex financial modeling and data analysis
- Healthcare clients and consulting engagements include fair market value opinions for health care transactions, as well as physician and health system arrangements
- Valuation expertise includes fixed income, equity, real estate, prec-metals, options, swaps, futures, forwards, repurchase agreements
- CFA charter holder
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
- Expertise includes real estate valuation across a wide variety
of property classes/types
Jakeb Spears
MBA
Consultant
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
MBA, CVA
Director
Expertise In...
- Director with 8 years experience providing business valuations, strategic planning & FMV opinions
- 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
- Honored on NACVA’s ‘40 under Forty’ list for 2019
Zach Stephens
JD, MHA
Analyst
Expertise In...
- Supports compensation valuation team with financial modeling, comprehensive reporting and thorough market research
- Expertise with academic medical centers, anesthesia & life sciences
- Healthcare experience includes regulatory, quality & operations
- Holds a JD and MHA from the University of Memphis
David White
MBA
Partner
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
Samantha Wirtz
MBA
Senior Consultant
Expertise In...
- Supports the business valuation division through detailed financial modeling and report development
- Experience includes market research and industry analysis, as well as development of proposals and pitch presentations
- Holds a BSBA in Finance and an MBA with an emphasis in Finance