David Sr.
ALLi Author Member
Location: United States of America
Genres: Business
At age 65, I feel like I'm starting over, by choice, and after a very successful and rewarding career. I retired from my last post for all of about 24 hours and then channeled my energy, ideas and passion into this new, broader venture - bringing experience, expertise and direction to the Professional Services world of Succession Planning. It is what I know and it is what I enjoy. I also have a passion for teaching. Some of my favorite presentations involve a couple of whiteboards, a small room of professional service providers, and three to four hours to sculpt or resculpt the future. Hopefully, that's why you're here reading this. EXPERT IN SUCCESSION PLANNING AND BUSINESS PERPETUATION. Business succession planning is what I know, and I know things about this subject matter that most others do not. As one of the few, truly experienced and knowledgeable people in the world of small business Succession Planning, I started out as a securities regulator and securities attorney. That matters because moving stock or equity around is the key to the mechanics. of the process. I cannot imagine how anyone could venture to consult or hold themselves out as an expert on this subject matter without such a background. I’ve spent more than half my life putting businesses together, making them stronger, sometimes perpetuating them, and sometimes selling them - and then teaching that to multiple generations of entrepreneurs. It’s what I do for fun. Now, in my semi-retired state, I focus solely on succession planning for Professional Service owners and leave the selling and M&A work to others; sometimes that is how the story ends. But to be sure, it is your story, and I can help you write it however you wish. PUBLISHED AUTHOR & THOUGHT LEADER. As for where I’ve been and how I got here, at least on the publishing front, I authored the best-selling book, Succession Planning for Financial Advisors: Building an Enduring Business, published by Wiley & Sons in 2014. My second book, Buying, Selling and Valuing Financial Practices, was published in 2016. I have also written over 90 nationally published articles via a monthly magazine column, white papers, and manuals on continuity issues, income perpetuation strategies, mergers and acquisitions, succession planning, tax strategies, synthetic equity, and internal ownership tracks. I was named one of the most influential people in the professional services world of wealth management in an industry survey by Financial Planning Magazine, and I was also honored to be named one of Investment News magazine’s 2017 Icons and Innovators for my work and thinking on professional services business perpetuation.
David Sr.'s books
Genres: Business
Formats: E-Book, Audio, Paperback
Age Groups: 18+
The Stewardship Advantage is a purpose-driven strategy for small business owners who want more—more meaning, more loyalty, more growth, and more enduring value. This isn’t a feel-good, theoretical philosophy book. It’s a practical, market-smart model for running a business that thrives because it puts stakeholders first. When your employees, customers, suppliers, and community do better, you do better too. Note: While the word “stewardship” can carry religious or philosophical associations, this book is not faith-based. It’s grounded in real-world business leadership—practical, inclusive, and built specifically for small business owners around the world ready to make a difference. Across industries, customer expectations are clearly shifting. People are seeking values-driven alternatives to big, impersonal corporations. They want transparency, trust, and businesses they can believe in. This creates a powerful tailwind for small business owners willing to lead with principle and purpose. Drawing on real-world insights and Stewardship Spotlights from around the globe,...
Genres: Business
Formats: E-Book, Audio, Paperback
Age Groups: 18+
Professional Service businesses power our economy and help us all solve problems and live better lives. But most service providers have built or are building one-generational practices that will end with their own careers. Multi-owner/multi-generational businesses are all too rare – and that needs to change. Building With the End in Mind lays out the mechanics of the process in 50 succinct, but detailed Lessons - with additional Lessons and explanation added through the Blog postings on this site in response to readers comments and questions. Succession Planning for the Professional Services owner offers powerful, long-lasting changes that benefit owners and their clients for generations to come.
Genres: Business, Self-Help/Personal Development
Formats: E-Book, Audio, Paperback
You don’t have to start from scratch to build something great. If you’re a next-generation professional in a growing field—technology, healthcare, legal, financial, tax, veterinary, sustainability consulting, or beyond—you may already be facing a career-defining choice: * Should I start my own firm? * Or should I buy into the one I'm helping to build? Acquiring Your Future... is your guide to doing the latter—smarter, sooner, and with far more upside than you might think. Succession planning is not about waiting your turn. It’s a structured, collaborative transition of ownership and leadership that can take place over 10 to 20 years—if the plan starts early enough. Inside this book, you’ll discover the financial, professional, and lifestyle benefits of becoming an owner inside an already thriving firm. You’ll learn how to evaluate opportunities, build trust with G1 founders, and shape a business that’s built to last. In this book, you’ll learn:...