Dave has twenty years of sales, marketing and project management experience within the financial services industry. At LBMC, he works closely with owners of closely-held businesses and their existing advisors to plan/implement unique business succession strategies involving: transitions to family members, to key employees or to outside third-parties. He and his team also coordinate the entire merger and acquisition (M&A) process for either a seller or buyer within a business transaction.

Previously, Dave founded and owned a local, general business consultancy practice. Before this, he managed the marketing department of a large, regional brokerage/investment firm and was both a retail and institutional financial services representative in his early career.

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Dave Power