Exit Planning Institute - Find a CEPA

David is a Senior Business, Value, and Exit Advisor at Cultivate Advisors and holds the prestigious designation of Certified Exit Planning Advisor (CEPA). With an impressive track record spanning over a decade, he has been a guiding force alongside business owners since 2012. David's rich professional journey includes diverse roles such as founder, business owner, general manager, director, and executive.

Throughout his career, David has demonstrated a remarkable ability to shape enterprises from their very inception, resurrect struggling businesses into profitable ventures, and propel companies from small (starting at $3.5 million) to substantial, medium-sized enterprises (reaching $35 million).

Having poured his heart and soul into numerous companies, David intimately understands the multifaceted challenges of entrepreneurship. His unwavering dedication revolves around ensuring his clients not only achieve business success but also maintain a harmonious work-life balance.

David's impact is quantifiable. In the past year, every single one of his clients has enjoyed double-digit growth in revenue and profitability. His commitment to delivering excellence extends beyond results, evident in his exceptional client retention rate, world-class Net Promoter Scores (NPS), and the noteworthy recognition of being honored as Chicago Magazine's "Best of the Best" on five separate occasions.

David's passion for service excellence continues to drive him, making him an invaluable asset to the businesses and individuals he guides towards prosperity and fulfillment.

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David's passion for service excellence continues to drive him, making him an invaluable asset to the businesses and individuals he guides towards prosperity and fulfillment.

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