About Dave and his view of the relationship

My service begins with a  complimentary Business Analysis to assess the business gaps and opportunities, provide a comprehensive written report bench marking your company with your industry.  It also includes a project plan with  timelines and milestones, a cost analysis, and a schedule. 

You may choose to work with any resource to assist you in this next phase.  If you elect to work with me, there will be nothing binding you to any fixed duration or dollar amount.  You may terminate the relationship at any time.

I also offer a suite of services and insights that will help you get to the next level of business success quickly and smoothly. That’s how I can ensure your success.

Brand Statement: 

Why:    I believe that every owner of a privately held business  deserves to receive the highest 

             value; from their company during their ownership and for their company when they  

             sell.

How:    I help to increase the true market value of your company, by maximizing the company 

             revenue, margin, profits, cash flow and EBITDA, regardless whether you are selling the 

             company soon, during your lifetime or passing it to the next generation,

What:  I have unique experience, insights and the tools to help you achieve your top value!

My Commitment - If you ever receive an invoice for which you did not receive value, please do not pay the invoice. I guarantee the value for the time I spend with you.

I hold the following designations:                Active Memberships:

Certified Public Accountant - Inactive              American Institute of Certified Public Accountants Certified Business Exit Consultant®                Washington Society of Certified Public Accountants

                                                                                Alliance of Merger & Acquisition Advisors

                                                                                International Exit Planning Association

                                                                                Registered ExitMap® Advisors

                                                                                CFO Resources Group

                                                                                Professional Directors Association

                                                                                Vistage