Founder & Partner
David Lerner has served publicly traded companies and privately funded entrepreneurs, owners, investors, and their families in a wide range of industries as a business strategist and financial advisor, and he has developed expertise in financial/securities, legal, healthcare, technology, manufacturing, distribution, retail, real estate, construction, and non-profit sectors.
David advises clients with emerging and middle-market ownership and management decision-making issues and innovating strategies for growth, succession, taxation, and valuations. An active entrepreneur advising entrepreneurs, he has developed and sold a small retail shopping center along with owning and operating a Bruster's Real Ice Cream franchise with his family's private investment group. Current development projects with clients include a 75 acre mixed-use active living "green" development, and the national expansion of a specialty beverage brand, and NNN leasing real estate fund.
David has performed valuations for management and succession planning, public and private company M&A transaction advisory, IRS/Inland Revenue taxation matters, SEC/FASB financial reporting matters, litigation support and expert witness engagements. He has valued small start-ups as well as private and publicly traded companies with market caps into the $100s of millions and business enterprise value reaching $1 billion.
David is a member of the AICPA, GSCPAs (past Board member and governance task force), NACVA, and the Southern Capital forum fka Atlanta Venture Forum.
David obtained a Bachelor of Business Administration in Accounting from the University of Georgia. He volunteers with the Board of the Atlanta Ronald McDonald House Charities, Children's Healthcare of Atlanta, Atlanta Public Schools - Partners in Education, Grady HS, Inman MS - Crosswalk Dads. He is active with Haygood UMC in Morningside with his family, Ansley Golf Club and The Buckhead Club.
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