David has spent his entire professional career as an entrepreneur, starting by founding his own wealth management practice, at the age of 33, in 1996.

Carter, a CPA, has a strong financial background with experience working in capital markets as well as consulting private businesses across multiple industries on financial performance and operational improvements.

With their combined experience, they are able to apply their respective skill sets to consult/coach business owners in growing and/or exiting their businesses.

David exited his wealth management practice and uses his diverse skill-set in various roles for multiple companies including:

• Business coaching and Exit planning (CEPA) for lower-middle-market businesses

• Coaching business owners, leadership teams, and high-performers personally and professionally

• Business valuation and M&A advisory services for lower-middle-market businesses