David Tolson Email & Phone Number

With 20+ years focused on growing, and selling businesses, I understand entrepreneurs. I know the blood, sweat, and tears that goes into building a business because I've been there. I love assisting entrepreneurs in realizing their dreams and appreciate the work it takes to get there. Career highlights include: - Entrepreneurship - Focused on growing mid-market businesses and assisting in strategic development through business development and corporate development initiatives - M&A - led over 70 transactions (over $2B in value) - Valuation - Developed the ValueDrivers(tm) framework for assessing risk in privately held businesses and have completed over 700 valuations as an accredited business valuation expert (CBA accreditation) specialize in value creation and maximization at time of sale for the privately held business ($3M to $100M in value).Our name says it all. Class VI rapids are the most treacherous of all rapid classifications. If you head into a Class VI rapid without a skilled and experienced guide, you're navigating on your own, and that can be deadly. A transaction or recapitalization is similar. We exist to prepare and guide you, a business owner, through a business Class VI rapid. It's unlike any other business transaction, and the guide makes it safer, easier, and more rewarding. Yes, we're the guide. From experience, my team and I know that the more prepared an owner is, the better. It's why we focus on five areas: Assess. CoPilot™ is our assessment tool that lets you see your business through investors' eyes, how you benchmark against your peers, what might be damaging your value, and what you can do about it. Grow. Class VI’s Pathfinder™ Program prepares you for an eventual exit while providing growth consulting to create options. Sell. Through our Investment Banking services, we're with you all the way through the process, ensuring your legacy unfolds exactly the way you want. Thrive. Helping you facilitate the life you imagined is what we do through our Family Office wealth management practice. We're designed to deliver a high-touch service level to a small group of clients with a niche focus on you, the business owner. Give. Entrepreneurs and business owners are contributors. It's who they are. To do our part, we donate a percentage of our deal fees to worthy organizations selected by our clients. We have donated over $500,000 to date and are excited to do more.

Listed skills include Mergers And Acquisitions, Strategy, Valuation, Finance, and 18 others.