David is a Partner and a member of firm’s Executive Board. He has over 30 years of experience providing advisory and audit services to closely-held and family-owned businesses in a variety of industries. David’s diverse skill set enables him to advise business owners and management teams on a range of matters, and to help them build and drive their business forward.
David also serves as partner in charge of the Architecture & Engineering practice and represents firms across the United States. David specializes in auditing and taxation, succession planning, mergers and acquisitions, due diligence services, financial and tax planning, as well as placement of debt and equity financing.
Additionally, David has clients in a variety of industries including: professional services, consumer products, construction, manufacturing & distribution, and financial services.
He is a frequent speaker and contributes articles to business and trade publications on topics such as tax strategies, succession planning, and M&A strategies.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
Friendship Home, Inc. – Board Member
Turnaround Management Association – Past Board Member
Commercial Finance Association – Past Board Member, New England Chapter
American Council of Engineering Companies – Affiliate Member
Boston Society of Architects – Affiliate Member, Audit Committee member
Jewish Guild for the Blind (New York) – Past member Board of Trustees, Audit Committee
Save the Harbor/Save the Bay – Past Board Member
Greater Boston Guild for the Blind – Past President Board of Trustees
St. Mary of the Nativity – Finance Council
