SHINA CULBERSON

Shina Culberson, CFA, CEPA, is President of Quist Valuation, a nationally recognized business valuation firm. She brings over 30 years of experience and has led thousands of valuation engagements for public and private companies across industries. A faculty member with the EPI, she teaches valuation in the CEPA program and brings deep expertise from prior roles as both a fixed income analyst and an equity analyst.

Proven Valuation Expertise

• President of Quist Valuation, with over 30 years of experience in business and securities valuation.
• Chartered Financial Analyst (CFA) since 2000.

Contributor to EPI Community

• Recipient of the EPI Member of the Year Award (2022) for leadership and impact within the exit planning community.
• Faculty Member, Exit Planning Institute (EPI), teaching valuation within the CEPA designation program.
• Certified Exit Planning Advisor (CEPA) since 2020.

Speaking Engagements

Selected presenter at the 2026 Exit Planning Summit, presenting on “Bridging the Value Gap: Three Live Valuation Case Studies for Exit-Planning Advisors” to advisors across the EPI network

Shina Culberson is the President of Quist Valuation, bringing more than three decades of experience in business and securities valuation. She specializes in valuation engagements for corporate finance, financial reporting, and tax purposes, and has worked on thousands of engagements across a wide range of industries.

Prior to joining Quist, Ms. Culberson was an Equity Analyst where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereign investments.

As a CFA and CEPA, and as a Faculty Member with the Exit Planning Institute, Shina plays an active role in advancing how advisors approach valuation within Exit Planning. She works closely with advisors to help them strengthen their role as the trusted lead in client relationships while ensuring valuation decisions are grounded in sound methodology and real-world application.

Her focus remains consistent: bring clarity to valuation, support advisors in guiding their clients, and help drive better Exit Planning outcomes.

Shina Culberson, CFA, CEPA, is President of Quist Valuation, a nationally recognized business valuation firm. She brings over 30 years of experience and has led thousands of valuation engagements for public and private companies across industries. A faculty member with the EPI, she teaches valuation in the CEPA program and brings deep expertise from prior roles as both a fixed income analyst and an equity analyst.

Proven Valuation Expertise

• President of Quist Valuation, with over 30 years of experience in business and securities valuation.
• Chartered Financial Analyst (CFA) since 2000.

Contributor to EPI Community

• Recipient of the EPI Member of the Year Award (2022) for leadership and impact within the exit planning community.
• Faculty Member, Exit Planning Institute (EPI), teaching valuation within the CEPA designation program.
• Certified Exit Planning Advisor (CEPA) since 2020.

Speaking Engagements

Selected presenter at the 2026 Exit Planning Summit, presenting on “Bridging the Value Gap: Three Live Valuation Case Studies for Exit-Planning Advisors” to advisors across the EPI network

Shina Culberson is the President of Quist Valuation, bringing more than three decades of experience in business and securities valuation. She specializes in valuation engagements for corporate finance, financial reporting, and tax purposes, and has worked on thousands of engagements across a wide range of industries.

Prior to joining Quist, Ms. Culberson was an Equity Analyst where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereign investments.

As a CFA and CEPA, and as a Faculty Member with the Exit Planning Institute, Shina plays an active role in advancing how advisors approach valuation within Exit Planning. She works closely with advisors to help them strengthen their role as the trusted lead in client relationships while ensuring valuation decisions are grounded in sound methodology and real-world application.

Her focus remains consistent: bring clarity to valuation, support advisors in guiding their clients, and help drive better Exit Planning outcomes.