David Weisberg has extensive experience providing a broad range of business valuation and financial advisory services for public and large private enterprises. He specializes in the valuation of debt and equity instruments, intangible asset valuations, and enterprise and legal entity valuations for financial and tax reporting purposes as well as corporate strategic planning matters. He has also advised clients in many other contexts, including transaction opinions, estate and gift taxation, and litigation-related matters.
David has served numerous industries and his experience spans a diverse client base, from regional middle-market businesses to multi-billion-dollar international enterprises, private equity and pension funds, law firms, and accounting firms.
Practice Areas
Education
B.S., Finance, Miami University
Licenses & Designations
Chartered Financial Analyst (CFA)
Accredited Senior Appraiser (ASA)
Professional Memberships
CFA Society of Los Angeles
CFA Institute
American Society of Appraisers
Association for Corporate Growth