David's philosophy of practice is built around providing clients with outstanding creative and personalized quality services. He is a resource and advisor to assist clients achieve business strategies that contribute to the continued increase in the value of their businesses and to increase and preserve their net worth.
David has a wealth of experience which enables him to adapt to any business situation to help clients build, defend, preserve, and transfer value in their privately owned business.
David specializes in valuations of closely-held businesses, business and ownership interests, and intangible assets. He brings over 37 years of business valuation, transaction advisory, succession planning, and tax planning experience to FAZCPAs' diverse clients. His skills and expertise are highly sought-after by business buyers, sellers and lenders for the purpose of mergers & acquisitions, marital dissolutions, shareholder buyouts and disputes, buy/sell agreements, life insurance, and succession planning. Dave provides specialized valuation solutions that focus on assisting clients in addressing shareholder value optimization and portfolio valuations.
David has the education, training, and experience in the valuation field. He is credentialed with the Accreditation in Business Valuation (ABV) awarded by the American Institute of Certified Public Accountants. He is also a Certified Patent Valuation Analysts, which give him the training and knowledge to value patents and other intellectual property. He takes pride in his professional approach to each valuation engagement. Engagements are finished in a timely manner. Each engagement is a relationship and time constraints are respected. He works diligently to ensure a good client experience even in tough situations.
David has performed valuations in of ownership interests of businesses in the following industries:
- Retail and Wholesale
- General and Specialty Trade Contractors
- Real Estate Agencies
- Food Service
- Information Technology
- Real Estate Development
- Professional Services
- Health Care Services
- Non-Profit Entities