Testimonials From past and current clients and professionals

"We recently sold our company to a strategic buyer. After a lengthy vetting process, we made the decision to hire Dave Odom as our M&A advisor and we couldn’t be more pleased with the outcome. Dave was a crucial part of the team that helped get the sale of the business across the finish line. Without Dave and his expertise, I do not believe we would have been able to navigate through all the fine point of the deal and get it completed in a timely manner.

Dave has also advised our company on high level financial decisions we have made over the past 10 years. 

Thanks Dave, for all your hard work and dedication to see this deal through! "

- Michael H., CEO - HVAC Manufacturer’s Sales Representative

 "I hired Dave to help us through a transition period of selling our company to an international buyer and the loss of our VP of Finance. This was a somewhat complicated transaction with company consolidations, tax issues, etc. We also were rearranging the staffing in our accounting department. Dave did a great job! He has a calm demeanor and is thorough. He was great to work with."  

- Bill W. CEO Cabinet Manufacturer

"As the first fourth generation president and only eighteen months into being CEO it was a shocking experience to meet with our unsmiling banker. It was also very painful to swallow the fact that this man was going to tell me what we were going to do and not do. Although they were phrased as suggestions, the threat was clear.
 

As it turned out he was a kind and smart man and except for a few items, personal guarantees and frozen shareholder loans, to name two, the suggestions were right on; close under performing units and, particularly, hiring a part time CFO. I praise the day I found David Odom.  Finally I had an advocate who wanted the best for our multiple generation family owned companies and knew the ins and outs of the financial world. David has given me my own personal MBA, given us metrics, raised the acumen of my staff and helped us renegotiate our loans, reduce our debt and rid ourselves of personal guarantees.
 

Today we are on a road to becoming debt free in the next decade; working on family governance; preparing the fifth generation for leadership and today, more profitable than anytime in our history. We've gone from not knowing what we don't know, through knowing what we don't know and into a process of learning for the future". 

- Mike D, CEO Building Products Wholesale and Retail

"Dave worked with our family business partners to facilitate an exit strategy through a fairly difficult process. Recognizing different priorities in all 3 of us, and then being creative for over 1 1/2 years to help bring us to a fair and equitable conclusion was not an easy project, but one that Dave was well qualified to help orchestrate with other professional resources we have. I highly recommend Dave for similar difficult family oriented strategies involving differing personalities and priorities. His accounting expertise was extremely helpful and kept us on track when our process could have easily fallen apart at any time. His ability to stay impartial helped build trust along the way."  

- Stu V., CEO  Real Estate Development and Management

"Every once in a while in the business community, there is an individual you feel comfortable recommending...to anyone. It's not because of the competency, professionalism, skills, experiences or expertise. Rather, you can recommend that person because of who they are - not just what they do.   While it's true Dave possesses the attributes noted related to his work, what's more important is the quality of the person who will add value in any scenario, to any organization, and those around him will be lifted through the experience.   I recently recommended Dave's services to some well recognized leaders in our community; they selected to go with him while interviewing others as well. When it came down to it, it was the caliber of the person in addition to the abilities in the role. I'm thankful to know Dave and believe all others who engage with him will feel the same." 

- Jeff R. CEO and Founder  Professional Service Enterprise

"David is an exemplary professional in every way. He is clear and direct in his communication style, and can navigate through complex issues in a way that leaves you feeling like he's been there before. David's diverse experience puts him in a unique position to provide sage guidance on any business (and also many personal) issues. I consider it a privilege to work with Dave and I cannot offer a higher recommendation"  

- John R.,  CEO and founder Technology Entrepreneur