
DAVE NAIDU

Dave Naidu, a strategic leader, and innovative entrepreneur has dedicated over two decades to transforming businesses and driving growth across multiple sectors. Leveraging his years of experience in tackling complex business challenges Dave has co-founded several successful ventures including Opis companies, Socialincs, and Exelexit to drive corporate transformation.
At Opis, an award-winning management consulting firm, Dave has guided organizations to transform their operations and implement strategies that drive sustainable growth. His pivotal role in collaborating with over 20 Southern California cities to assist more than 3,000 small businesses impacted by the post-mortgage meltdown in 2008 stands as a testament to his ability to convert business adversities into opportunities.
As the driving force behind Socialincs, Dave has harnessed AI technology to develop a marketing datasets that enable personalized customer experiences. His vision and commitment to leveraging emerging technologies to enhance marketing strategies has placed Socialincs at the forefront of the digital marketing R&D arena.
At EXELEXIT, Dave provides hands-on guidance on exit planning and value growth, combining strategic planning with a comprehensive understanding of market trends. His effective methods have consistently led to the maximization of business value and ensured successful transitions.
Dave holds a Bachelor of Architecture from Boston Architectural College and has earned many professional and industry-specific certifications including, International Marketing from Harvard University, Steel Erector from American Institute of Steel Contractor, and Financial Securities Licenses.
He is a currently a Fellow, Institute of Coaching (IOC), McLean Hospital, a Harvard Medical School Affiliate, Certified Exit Planning Advisor (CEPA), TTI Success-Certified, AM&AA Member, and is a recognized thought leader, regularly contributing to industry discussions on transformative leadership, AI-behavioral technology, and business value growth.
Dave Naidu, a strategic leader, and innovative entrepreneur has dedicated over two decades to transforming businesses and driving growth across multiple sectors. Leveraging his years of experience in tackling complex business challenges Dave has co-founded several successful ventures including Opis companies, Socialincs, and Exelexit to drive corporate transformation.
At Opis, an award-winning management consulting firm, Dave has guided organizations to transform their operations and implement strategies that drive sustainable growth. His pivotal role in collaborating with over 20 Southern California cities to assist more than 3,000 small businesses impacted by the post-mortgage meltdown in 2008 stands as a testament to his ability to convert business adversities into opportunities.
As the driving force behind Socialincs, Dave has harnessed AI technology to develop a marketing datasets that enable personalized customer experiences. His vision and commitment to leveraging emerging technologies to enhance marketing strategies has placed Socialincs at the forefront of the digital marketing R&D arena.
At EXELEXIT, Dave provides hands-on guidance on exit planning and value growth, combining strategic planning with a comprehensive understanding of market trends. His effective methods have consistently led to the maximization of business value and ensured successful transitions.
Dave holds a Bachelor of Architecture from Boston Architectural College and has earned many professional and industry-specific certifications including, International Marketing from Harvard University, Steel Erector from American Institute of Steel Contractor, and Financial Securities Licenses.
He is a currently a Fellow, Institute of Coaching (IOC), McLean Hospital, a Harvard Medical School Affiliate, Certified Exit Planning Advisor (CEPA), TTI Success-Certified, AM&AA Member, and is a recognized thought leader, regularly contributing to industry discussions on transformative leadership, AI-behavioral technology, and business value growth.
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- Website:
https://www.exelexit.com - Phone: Phone: (949) 691-8870
- City: Newport Beach
- State: California
- Postal Code: 96660
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: ExxelExit
DAVE NAIDU

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
