Mr. Bernstein’s national practice specializes in providing valuation, transaction advisory, strategic and operational consulting services to clients.  He has extensive experience working closely with ambulatory surgery centers (ASCs), hospital systems, physician groups, and other healthcare providers.  Mr. Bernstein specializes in providing valuation services in the areas of business valuation and complex compensation structures including “per-click” leases and under arrangement agreements.

During his tenure at HealthCare Appraisers, Mr. Bernstein held the position of adjunct professor of financial analysis at Florida Atlantic University where he taught undergraduate students accounting and finance theory and their application in determining the value of a business.  Mr. Bernstein also served on the finance committee of a 65-bed rural acute care hospital where he assisted the hospital in making financial decisions related to physician-hospital joint ventures, budgets, insurance, and state funding matters.

Prior to joining HealthCare Appraisers, Mr. Bernstein held the position of assistant controller at a  391-bed general acute care hospital where he directed the daily operations of the accounting department, overseeing the hospital’s operating budget, capital budget, accounts receivable, accounts payable and payroll processes.  Prior to his time at the hospital, Mr. Bernstein was a senior accountant with a publicly traded pathology company overseeing the financial operations of their southeastern division.

Mr. Bernstein is a candidate member of the American Society of Appraisers (ASA) and is currently pursuing the designation of Accredited Senior Appraiser in business valuation.

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Credentials

• Certified Public Accountant (CPA) – Licensed in the State of Florida
• Accredited in Business Valuation (ABV)
• Certified Valuation Analyst (CVA)

• American Institute of Certified Public Accountants
• American Society of Appraisers
• Florida Institute of Certified Public Accountants
• National Association of Certified Valuation Analysts

• Florida Atlantic University, MBA Accounting
• State University of NY at Buffalo, BSBA

• Florida Atlantic University
• Cocuy, Burns & Company
• Tenet Healthcare Corporation
• Ameripath, Inc.

• Chair, Florida Hospital Association Health Care Industry Conference:  The Business of Health Care. What’s the RX?, April 24th-25th, 2008, Orlando, FL.
• Two Key Valuation Issues: The Value of Shares for Physician Buy-In and Valuing Compensation Relationships in Under Arrangement Models; 14th Annual Ambulatory Surgery Center Conference. October 20, 2007.
• Understand How Fair Market Value Affects your Joint Venture Arrangements and Ancillary Strategies. Ambulatory Surgery Compliance & Reimbursement Insider. September 2007 Insert. Published by HcPro, Inc.
• Common Flaws in Reviewing Fair Market Value Lease Rate Opinions. HFM. October 2006. Published by the Healthcare Financial Management Association.
• Fair Market Value Issues for ASCs: Current Trends and Compliance Tips; Teleconference. HcPro,Inc.  June 27, 2006.
• Establishing FMV “per click” Rates for Specialized Equipment. Ambulatory Surgery Compliance & Reimbursement Insider. June 2005.  Published by HcPro, Inc.
• What is the Value of Your Hospice? National Hospice and Palliative Care Organization’s 19th Annual Management and Leadership Conference, Washington D.C., October 3, 2004.