David Shuffler brings thirty years of experience in practice finance, entrepreneurship, strategic thinking and valuation know-how to a profession dominated by number crunching. An expert in practice appraisal, practice economics and specific risk analysis, he became interested in practice valuation in 1986 when he was the director of the medical practice finance group at National Westminster Bank, NJ.
He developed and presented seminars for The Medical Society of New Jersey, New Jersey Association of CPAs, New Jersey Veterinary Medical Society, American Academy of Matrimonial Lawyers, American Society of Appraisers Chapter #73 and Family Law Section: Inns of Court Program. His articles on practice valuation and business management appeared in Medical Economics, New Jersey Lawyer and Journal of the New Jersey Dental Association.
David holds a Bachelors Degree in marketing and finance from the Wharton School of Finance and Commerce, University of Pennsylvania.
Vincent Brinly is a skilled insurance underwriting professional and an acknowledged underwriting trainer. He has fourteen years of financial insurance experience. Vincent is an expert in drawing up HMO, POS and PPO group insurance proposals. He developed medical insurance underwriting models that utilized traditional and alternate funding methods and maintained below target medical loss ratios.
His clients number large employer groups with 100 or more employees as well as senior managers, internal insurance account executives, actuaries and sales managers. Vincent was the lead Humana underwriter for the Commonwealth of Kentucky policy renewal and led the Coventry Healthcare team that underwrote the company employee medical insurance renewal.
Vincent holds a Bachelors degree in business management and international business from the University of Louisville.
In the executive summary of their September 2000 report, The Future of the Financial Advisory Business Part II: Strategies for Small Businesses, Undiscovered Managers, LLC wrote:
“Advisory firms of the future will…possess special expertise necessary to solve the most critical problems of a selected group of clients…Advisory clients do not want good advice. They want their problems solved…The value of an advisor is in their ability to diagnose problems and structure solutions.”