David specializes in valuations of closely-held businesses, business and ownership interests, and intangible assets. He brings over 33 years of business valuation, transaction advisory, succession planning, and tax planning experience to FAZ CPAs’ 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. Dave provides specialized valuation solutions that focus on assisting clients in addressing shareholder value optimization and portfolio valuations. He is a member of the AICPA Business Valuation Committee and a Massachusetts Collaborative Law Council Board Member.
David has the education, training, and experience in the valuation field. He is credentialed with the Accreditation in Business Valuation (ABV) awarded by the American Institute of Certified Public Accountants. He takes pride in his professional approach to each valuation engagement. Engagements are finished in a timely and efficient manner. Each engagement is a relationship and time constraints are respected. He works diligently to ensure a good client experience even in tough situations.
David has been admitted as in expert in both the United States Federal Court, Massachusetts Superior Court and Massachusetts Family and Probate Courts.