For more than two decades, David has worked with successful, closely held business owners, family members and executive management teams to address a myriad of family business succession planning issues. A Certified Financial Planner® (CFP®), David specializes in solving complex problems and addressing challenging family dynamics issues that are inherent in family owned businesses. David works in a collaborative fashion with attorneys, accountants, valuation experts and other professional service providers to help clients achieve their planning goals and objectives. Areas of expertise include: exit strategy, successor identification/preparation, facilitating strategic asset transfers, key manager retention, leadership continuity, family governance and corporate governance. David is a co-founder of the International Succession Planning Association™ (ISPA®), an organization dedicated to providing professionals, business owners and strategic partners access to a network of expertise, educational tools and resources to enhance business longevity and value.
David’s expertise with privately held and family owned businesses is also shared throughout various industries. He is a frequent speaker and presenter for national organizations and contributes articles in publications that span industries including professional services, automotive and other franchise concepts.
A native of Philadelphia, David graduated from Rollins College in 1991 with a B.A. in Psychology. He currently resides in Winter Park, Florida with his wife and three sons. David enjoys spending time with his wife, children and friends at the beach, supporting his children in various sports activities, fishing and playing an occasional round of golf.