David is a Managing Director at MPI and leads the Seattle office while splitting his time between that office and the San Francisco office. Over three decades he has valued companies across many industries, particularly food and beverage, and both traditional and alternative investment management. In addition to estate, gift, GST and income tax compliance valuations for some of the wealthiest families and largest privately held companies in the US, David has led valuation and transaction projects spanning a wide range of business and asset sizes and types for corporate and personal tax, transaction fairness and solvency, purchase/sale of a business, financial restructuring, bankruptcy, financial reporting, corporate planning, ESOP, litigation, and marital purposes. Furthermore, he has advised clients on valuation matters for litigation consulting and has provided expert testimony in the US Tax Court and other courts.
Before joining MPI, David was a Managing Director and co-leader of the national private wealth tax valuation practice at Deloitte, and a co-founder and Managing Director of FMV Opinions, where he led the national business valuation practice. He is a former President of the Valuation Roundtable of San Francisco. David has published numerous articles, spoken on valuation topics to professional organizations and companies, lectured on valuation and business topics at Stanford, the University of California, and the University of International Business and Economics in Beijing, China, and co-edited a business textbook published in China.
|Bachelor of Arts in Economics – Stanford University, 1982, with honors and distinction, and selected to Omicron Delta Epsilon international economic honor society.|
|Master’s degree in Business Administration – Harvard University, 1986.|
|Chartered Financial Analyst (CFA) designation – CFA Institute, 1988|