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.