Position:Business Broker - Technology Group, DRE# 02097583
Location:SF Bay Area
As an experienced and licensed California business broker, I know your business is as important to you as my business was to me. I am a past entrepreneur passionate about selling software and B2B services businesses. I work with clients and buyers across the USA.
My typical clients are owners of companies with $3m-$20m in revenue and 20-50 employees located within the USA. My extensive buyer network consists of Private Equity, Family Office, and SearchFund organizations across the USA and Canada. In addition, I reach out directly to corporate strategic buyers when appropriate.
I offer a hands-on, high-touch level of service to my business clients. My sell-side services cover the entire process of preparing your business for sale through closing. Additionally, I realize this is likely your first exit process. Therefore, I’ll work with you to understand each step of the journey.
Before starting my own California business brokerage practice, I held numerous sales and business development positions within the high technology industry. I have worked in both startups and also large corporations within the software industry. During my time in the software industry, I successfully negotiated multi-million dollar global deals with large companies such as Microsoft, Oracle, and Sun Microsystems.
Before becoming a licensed California business broker, I ran a commercial print brokerage business focused on business-to-business catalogs. We had contractual relationships with printers across the country and primarily functioned as their outsourced sales agents. My team and I grew this business to become the third-largest print brokerage in the country. A key reason we were successful was because of the software we developed for our internal use. After much thought, I sold this business myself in 2013 and transitioned to a business broker a few years later.
I’m also a big believer in exit planning. Knowing what comes next is key for an entrepreneur who has built a business from the ground up. For that reason, I hold a CEPA designation. I maintain a network of other advisors to help my clients plan and execute their business exit. This network includes attorneys, CPAs, and Financial Advisors.
I earned an MBA from New York University in finance and a BA from the University of Pennsylvania in economics. I live on the Peninsula with my family and have been in the SF Bay area since 1996.
Services David offers include
- Buyer and seller representation
- Business valuation
- Exit Strategy
- Specializing in SaaS, Software Enabled, and Service-based businesses