David is a leader of AAFCPAs’ Business Valuations Practice, specializing in valuations of closely-held businesses, business and ownership interests, and intangible assets. He brings over 27 years of business valuation, transaction advisory, succession planning, and tax planning experience to AAFCPAs’ diverse clients. His skills and expertise are highly sought-after by attorneys, business buyers, sellers and lenders for the purpose of mergers & acquisitions, marital dissolutions, shareholder buyouts and disputes, buy/sell agreements, life insurance, and succession planning. David provides specialized valuation solutions that focus on assisting clients in addressing shareholder value optimization and portfolio valuations. He is a member of AAFCPAs’ ESOP Consulting & Administration practice, advising commercial business owners interested in using employee ownership as a tax-efficient strategy for business succession planning. He also consults individuals and families on various divorce matters, including asset division, unallocated support, and child support calculations.
David’s expertise also lies in preventing and investigating embezzlements and financial statement frauds, evaluating financial disclosures in matrimonial and probate concerns, as well as other types of forensic accounting matters. He has been called upon as a litigation expert, appearing in the Massachusetts Middlesex County District Court, Massachusetts Norfolk County Superior Court, Massachusetts Essex Probate and Family Court, and the United States Federal Court.
David is a Certified Public Accountant (CPA), Certified Patent Valuation Analyst (CPVA), Certified Divorce Financial Analyst (CDFA), and Accredited in Business Valuation (ABV®). He is a member of the Massachusetts Society of CPAs, the American Institute of CPAs, the International Academy of Collaborative Professionals, and the Massachusetts Collaborative Law Council. He has experience as a successful entrepreneur and is passionate about creating client-centered processes for resolving conflict.