David is one of the co-founding partners at KRD. He has over 35 years’ experience in the financial industry. He heads up the Valuation Services Department and has helped several mid-sized, privately owned companies grow their business, become more profitable and increase their owner’s personal wealth.
As a Certified Valuation Analyst, he prepares the business valuations for the purpose of gifting, proposed sales, estate planning and helping resolve shareholder disputes. He has represented a number of clients in M&A transactions, both on the buy and sell sides by assisting with deal structuring, financing, and creating tax favorable opportunities.
Click here to listen to David's podcast on S-Corporations Tax Strategies- presented with Lavelle Law
Additionally, David has widespread experience representing the U.S. subsidiaries of foreign companies and helps employers hire individuals from overseas to work in the U.S.
What he likes best about his job is “solving clients’ problems, which in turn helps them become more profitable, save money and grow their businesses.”
David is a member of the AICPA, the Illinois CPA Society, the Schaumburg Business Association and actively supports the One Acre Fund charity.
David and his wife, Susan, have four children and three grandchildren. In his spare time, he likes to golf and travel.