Our mission is to help business owners build value to secure their best possible future. We help them get on a solid, value-building track and guide them to the big exit of their dreams.
Founder & President
David created his practice in 2000 to help business owners maximize their hard work and get on The Value Track. He is President and Co-Founder of Exit Planning Exchange Atlanta, formed to bring advisors together in a collaborative effort to serve business owner clients. Exit Planning Exchange
David’s early career was in banking and finance. He spent a few years at Freddie Mac, then 12 years with global life sciences company Sanofi/Aventis. For four of those years David lived in Paris, where he worked in corporate finance and mergers and acquisitions before transferring to Atlanta. There, he led teams responsible for Quality, Finance, Supply Chain, Customer Service and Information Technology for a North American subsidiary.
CMC® (Certified Management Consultant) is the certification mark awarded by the Institute of Management Consultants USA and represents meeting the highest global standards and ethical canons of the profession. Why Hire a CMC?
A frequent speaker on Value Building and Exit Planning, David has presented to the National Association of Insurance and Financial Advisors, Financial Planning Association of Georgia, Institute of Management Consultants, Vistage, Rotary and various other conferences and associations.