Education and Experience
- A.B., Lehigh University, Cum Laude
- M.B.A., Amos Tuck School, Dartmouth College
- 6 years with Gosule, Butkus & Jesson, LLP
- Over 20 years experience in business valuation and over 35 years experience is business and accounting
- Certified Public Accountant, Massachusetts
- Certified Valuation Analyst (CVA), NACVA
- Completed Massachusetts Collaborative Law Council collaborative practice training
Personal
David is a bicycle enthusiast who often commutes (not in Winter) on his bicycle from his home north of Boston. David is married with two sons.
David enjoys performing business valuations and working in forensic accounting...finding the pieces of a big jigsaw puzzle and putting them together to reveal something that makes sense. David has testified as an expert witness and is trained in collaborative practice. David also provides tax planning and preparation services to a variety of clients.
Industries
-Automotive
-Construction
-Entertainment & recreation
-Financial
-Information technology
-Medical
-Manufacturing
-Professional services
-Real Estate
-Restaurants and bars
-Retail
-Service businesses
-Wholesale distribution
Service Area
-Cash flow and budgeting analysis
-Consulting services
-Business succession planning
-Buying and selling a business
-Business entity selection
-Business valuations
-Income taxation
-Litigations support
-Expert witness services
-Family law matters
-Lost damages
-Malpractice
- Financial Neutral
