
- Email David
- (609) 385-2766
Building 2, Suite 231
Rochester, NY 14618
(609) 385-2766
Education, Credentials and Special Training
- Accredited Senior Appraiser (ASA), American Society of Appraisers
- MBA, Finance, Rochester Institute of Technology
- BA, Economics and Political Science, Dickinson College
Professional Affiliations
- American Society of Appraisers
- Princeton, New Jersey Chapter of the American Society of Appraisers
Philosophy
“Collaboration and mutual respect, coupled with uncompromising integrity and accurate, thorough, and defendable deliverables are the foundation for long-term professional relationships and success in all that we do.”
Specialties
Professional Overview
David is a Managing Director of South Park Advisors, an independent business valuation firm that caters to business owners, attorneys, accountants, ESOP Trustees, commercial bankers, trust departments, insurance agents, and financial planners. He has more than 15 years of experience providing valuation services to private companies ranging in size from less than $1 million to over $1 billion in sales. His diverse valuation experience includes employee stock ownership plans (ESOPs), business succession and exit planning, estate and gift tax reporting, shareholder litigation, mediation, family law matters, equity transactions, buy/sell agreements, buying and selling businesses, forensic accounting, and recapitalizations.
Professional Experience
- Marcum LLP – Director, 2015-2021
- Value Management Inc. – Senior Analyst, 2014-2015
- Meyers, Harrison & Pia, LLC – Senior Valuation Analyst, 2006-2014
Industry Expertise
- Distribution
- Wholesale
- Manufacturing
- Apparel/Textiles
- Home Furnishings
- Professional Staffing/Recruiting/Executive Search
- Construction
- HVAC
- Information Technology
- Consulting Services
- Insurance
- Retail
- Architectural and Engineering
- Professional Services
- Medical Practices
- Real Estate Holdings
- Food & Beverage
- Investment Companies
- Auto Dealers

