David J. Stein
Vice President | CPA, CBV- Phone514.934.3521
- Emaildstein@richter.ca
- SocialLinkedin
GENUINE, DEDICATED, COLLABORATIVE.
Recognized for his authentic character and strong business acumen, David garners high regard from clients and colleagues.
In his role as a sell-side advisor specializing in mergers and acquisitions, David excels in partnering with entrepreneurs to help them sell or recapitalize their business. With a passion for the mid-market, he takes pride in helping business owners achieve their personal goals, while adeptly managing the intricacies of a deal.
David’s practical problem-solving skills, patience, and collaborative approach are assets in consummating a successful transaction, and well recognized by sellers, buyers, financial advisors, lawyers and other transaction stakeholders.
FIELDS OF EXPERTISE
- Mergers & acquisitions
- Transaction advisory
- Vendor assistance
- Business valuations
INDUSTRIES
- Distribution
- Consumer Products
- Insurance
- Business Services
ACADEMIC BACKGROUND
- Chartered Business Valuator (CBV), 2018
- Chartered Professional Accountant (CPA, CA), 2016
- Graduate Diploma in Accountancy, Desautels Faculty of Management, McGill University, 2014
- Bachelor of Commerce, Desautels School of Management, McGill University, 2013
David’s Expertise
Transaction Advisory Services
Considerations around transactions – buying, selling, expanding or restructuring – are major considerations, and oftentimes more questions arise after making your initiative decision to buy (or sell, or expand, or restructure…)
Business Valuation
How much is your business worth? At what price could it be sold? What percentage should you give up to bring in new investors? Is the purchase worth the price tag?
Transition and Succession Planning
For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?