Attorney, Certified Public Accountant, Business Advisor
Private business owners benefit from David’s diverse background as an attorney, CPA and business advisor.
David began his career as a CPA with an international accounting firm. In addition to his legal training, he is trained in business valuation, tax and advisory services and has sold over one hundred businesses as a mergers and acquisitions intermediary. With more than thirty years of multi-disciplinary experience, David helps clients develop action plans that are legally sound, tax-wise and economically realistic.
David’s practice focuses on providing practical legal advice to business owners and executing corporate transactions with precision, minimizing legal risks and maximizing financial opportunity without jeopardizing the nonfinancial goals important to a particular client. By approaching matters not only as a lawyer but also as a business advisor, he is able to conceptualize realistic plans and work effectively with a wide variety of clients and their advisors.
David regularly represents small to mid-size companies undertaking mergers & acquisitions, succession planning, and other transactions. He also has extensive experience with buy-sell agreements, operating agreements, incentive compensation plans and tax analysis. Clients appreciate David as a legal advisor who understands legal implications but can add value as a business advisor.
University of North Carolina School of Law
University of North Carolina at Chapel Hill