Scottsdale, AZ CFO
37 Years of Experience
Dave has 40 years of experience helping public and private business owners achieve their goals. As a Trusted Business Advisor he offers a wealth of strategic management experience and expertise in the areas of; improving business valuation, strengthening corporate governance, streamlining internal processes, upgrading accounting and enterprise resource planning (ERP) systems, improving financial reporting and financial controls and, preparing owners for a successful exit strategy. He has worked with business owners in a wide variety of industries such as manufacturing, distribution, wireless communications, software, travel related services, private education, plumbing & HVAC, etc.. As a Certified Business Transition Expert, he guides business owners, and their other trusted advisors, through the complex journey of preparing a business for a successful transition of any type such as a sale, an ESOP, or a management buyout.
To support growth Dave has helped companies upgrade their accounting systems to platforms that better meet the need and has streamlined internal processes to improve control and efficiency while cutting costs. He has guided merger and acquisition projects and helped business owners restructure internal sales and operations management processes to improve EBITDA.
Dave is a certified Project Management Professional and has training and experience as a Six Sigma Black Belt. He applies those skill to his client work to improve his effectiveness in identifying and attacking opportunities for improvement. He is a retired USAF Lieutenant Colonel and provides his business management expertise to nonprofit organizations as well to help them achieve their goals.
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About Dave Casebere
University of Utah - MBA (Finance) Miami University - B.S. Business Administration
Certificates & Licenses:
QuickBooks ProAdvisor, Project Management Professional, Certified International Credit Professional
Risk Management Association, Arizona Business Counsel, Turnaround Management Association, Reserve Officers Association, Project Management Institute