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It’s really quite simple: my clients and the trusted advisers that introduce me don’t want any surprises.
My clients want a high-quality business valuation that passes muster with their audit firm, their board, their investors, and the IRS.
They are business owners, CFOs, and CEOs of companies of all sizes: family-owned businesses and publicly traded companies alike.
They demand valuation solutions that are tailored to meet their specific needs and circumstances. They want it on time and priced fairly. They want the process to be as smooth as possible, with no excuses.
My clients know that I’ve been there - I know what the various stakeholders are looking for when they scrutinize a valuation report.
I’ve witnessed countless valuation reports that proved costly to companies because of:
♦ Valuations that were not adequately supported;
♦ Assumptions that were inconsistent with business realities;
♦ Methodologies that were inappropriate for the circumstances…just to name a few.
My clients know what works best - collaboration, communication and responsiveness.
Sounds simple, but these often get lost in the process of completing the task at hand.
WHY DAVE?
Clients will tell you that an engagement with me is more than a transaction, more than a one-off project. It’s about building trust and developing mutually beneficial relationships.
I pride myself on the intangibles I bring to the relationship. The one my clients value the most is my NETWORK OF TRUSTED PROFESSIONALS. Their specialties complement my own and offer distinct advantages for my clients.
ABOUT DAVE:
Dave is a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
He's also on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise and to validate what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
Dave hosts the popular business talk show, Behind The Numbers. The show is enjoyed in more than 100 countries and ranks among the top programs globally.