A passionate business value growth and exit planning advisor, David created The Value Track to help business owners build value and create a path toward a successful exit. Too often, they are unprepared when the time comes to put their transition into action. David helps his clients improve their quality of life, build transferrable value in their company and exit on their own terms. This includes 3rd party sales, generation to generation transfers and other options. He is a Certified Management Consultant and is President / Co-Founder of Exit Planning Exchange Atlanta, formed to bring advisors together in a collaborative effort to serve business owner clients. He helps his clients grow and build value, with a focus on these areas:
- Exit Planning / Succession Planning - Business VALUE Growth - Generation to Generation Transfers - Dispute Resolution - Facilitation/Leadership Team Alignment - Merger Negotiation - Operational Excellence • Business Process Improvement
David is the immediate past president of IMC Georgia and has served in several other board roles. He is Co-Founder and President of Exit Planning Exchange Atlanta. He has served on boards and committees of the World Trade Center Atlanta, the Joshua Brown Foundation, Alliance Francaise d'Atlanta, Fulton Education Foundation and Leadership North Fulton. He has worked on pro bono projects for several not-for-profit organizations.
David's early career was in banking and financial roles, followed by a position on Freddie Mac’s corporate planning team. He then spent 12 years with Aventis. This included four years in Paris in corporate finance and global mergers and acquisitions work. David was later appointed Vice President of Operations & Finance for a North American subsidiary. He went on to establish his consulting practice in 2000.
David is fluent in French, conversational in Spanish.