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I specialize in determining the true, comprehensive value of an organization, publicly traded or closely-held.

Once I determine a valuation, I communicate that information to the relevant stakeholders,

including Company management, boards of directors, shareholders, and financial/legal advisors. I also offer litigation

assistance, estate and tax planning, and other services related to public and private company valuation services.

WHAT WE CAN DO FOR YOU

icon Financial report  Financial Reporting

Tax_icon  Tax Valuation

icon Litigation support  Litigation Support

icon M&A Succession Planning

Icon Consulting Consulting

Icon_divorceDivorce

WHAT OUR CLIENTS SAY

One of our CFO clients needed a valuation a few weeks before the holidays- not an easy time to find a quality firm to handle this- We contacted David as it was critical we had this for a year end GRAT- David handled this incredibly smooth and made our client very happy. The calculations made sense to me and it was a job well done. Highly recommend him for your valuation matters.”

Rob Tamburri, CPA, PFS , Managing Partner at Balog + Tamburri, Certified Public Accountants

“I am an Estate Planning Attorney and I brought David in to do the valuation for a business succession plan that I was preparing. We started out in a time crunch because it was December and we had to have this completed by the end of the year for tax purposes. David’s turn-around time was excellent and we had time to revise and finalize the valuation report leaving enough time for me to complete everything that I had to do by the end of the year. David was professional under pressure and took the time to discuss the report with me and my client and revised the report to highlight information specifically important to the plan. I would work with David again and I would recommend him highly for any one that is in need of a business valuation specialist.”

Josh Shirley, Owner, The Shirley Law Firm
We retained David’s firm to do the valuation in connection with our recent acquisition in Q4, 2017.  We needed the services performed as close to year end as possible in connection with our year end audit.  The end product was delivered timely and the process was almost seamless.  David and his team were a pleasure to deal with and I would highly recommend using him for any future opportunities.
R. Keith Hellmann, CFO Envirovac, Inc

LET’S WORK TOGETHER

We Work To Lets You Concentrate On What Makes You Money.

CONNECT WITH DAVID

ATLANTA

Monarch Tower, 3424 Peachtree Road, Suite 1500 Atlanta, GA 30326
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SUWANEE

3857 Hickory Manor Drive, Suwanee, GA 30024
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NASHVILLE

2712 Deerfield Drive, Nashville, TN 37208
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