David Bean, CPA, CEPA®

3C Strategic Advisors

Helping business owners grow profitably and exit successfully.

www.3Cstrategicadvisors.com

Founder | Owner

Silverhawk Private Wealth

Helping owners and executives protect their wealth and live a life of abundance.

Private Wealth Advisor

David Bean, CPA, PLLC

GlobalTranz

Director of Finance, Mergers & Acquisitions

HonorHealth

Associate Vice President, Financial Operations

GE Capital

Vice President | Controller

Scottsdale Healthcare

Financial Operations Leadership

Global Water Resources

Accounting Leadership | IPO Readiness

Prudential Financial

Accountant | Process Improvement Leader | Six Sigma Black Belt

Former Corporate Finance and M&A Leader turned Entrepreneur.

I now leverage my experience to help business owners grow profitably and exit successfully.

As a Fractional (part-time/virtual) CFO for small businesses, I'm on a mission to bring financial intelligence and hands-on help to small business owners. 


Challenges I help solve:

  ✅ How do I take complexity out of financial decision-making?
  ✅ What is the best way to build a bullet proof business that can withstand tough times?
  ✅ How do I benchmark our performance?
  ✅ What are ways I can increase the value of my company?
  ✅ How can I eventually sell or transition my business?


Who I work with:

   🔹 Owners of service businesses $2M - $20M in revenue
   🔹 Growth-minded entrepreneurs who value collaboration and advice
   🔹 Entrepreneurs who want to spend more of their time doing what they enjoy


Engagements I thrive on:

 🔸 Fractional (Part Time / Virtual) CFO
 🔸 Business Valuation and Value Creation
 🔸 Exit Strategy and Succession Planning
 🔸 M&A Advisory (Proactive Due Diligence Support)


What makes my approach unique:

 🔹 I take servant leadership seriously. 
 🔹 I care about you as much as I do your business
 🔹 I don’t view our work as a one-time project. I want to develop a long-lasting relationship 
 🔹 My M&A experience allows me to help you with an acquisition strategy or prepare for your own exit


Check us out at: https://www.3cstrategicadvisors.com 

Or send me a message and let's talk.

Tarsus

• Demonstrate strategic leadership in capital formation, capital allocation, and financial 
planning & analysis (FP&A), directly impacting the financial health and growth trajectory of multiple client businesses.

• Coordinate M&A advisory and due diligence efforts, ensuring timely and data-driven decision-making across all transactions.

• Spearhead project modeling and implementation, consistently delivering on project timelines and objectives.

M&A Associate

Longaeva Investments 

• Direct long-term value investment strategies in a rapidly evolving growth environment, 
consistently outperforming market benchmarks.

• Manage a small pool of investment portfolios with a focus on private equity, public 
equity, and special situation credit, ensuring data-driven decision-making.

• Provide investment consulting services, guiding clients through complex investment 
landscapes and enhancing their portfolio performance.

Investment Manager. Sole Proprietor

Four Pillars Investors

• Drove the sourcing, diligence, and execution of investments as a key member of a lean 
deal team, directly influencing the firm’s investment strategy.

• Executed comprehensive M&A valuation and modeling, providing actionable insights 
that guided investment decisions.

• Conducted extensive company and industry analysis, leveraging data to identify trends 
and opportunities across various sectors.

Associate Consultant

Firelands Scientific

• Led in-depth research and analysis of the cannabis industry, using data to drive investment decisions.

• Conducted rigorous due diligence on buy-side M&A opportunities, playing a pivotal role in deal structuring and negotiations.

Investment Analyst - M&A Associate 

Prototerra Partners 

Market Research. Financial Modeling. Investment Due Diligence. With primary focus on the Industrial Hemp, CBD, and Medical Cannabis supply chain.

Private Equity Analyst

Meld Valuation

Venture Capital & Private Equity Valuation.

Valuation Analyst

Waddell & Reed

Investment Research. Sell-side mutual fund analysis.

Due Diligence Analyst

Catalent Pharma Solutions

Revenue Forecasting. Corporate Budgeting. Pharmaceutical balance sheet reconciliations.

Financial Analyst

Metro Tile Contractors

•	Managed projects, organized the company’s physical assets, and coordinated labor forces. 
•	Marketed and coordinated all online sales of excess inventory.
•	Assisted the President in the acquisition of new products and materials.

Estimator and Project Manager

M&M Rubber Company

•Responsible for maintaining contact with clients to ensure satisfaction with our products and services.
•Managed product inventory.
•Assisted in preparation of the financial statements.

Bookkeeper and Account Manager

Fundamental Value investor practicing in a modern world, under a comfortable Margin of Safety. 

Experienced Buy-Side Associate with a demonstrated working history in Private Equity, M&A, and Institutional Investment Management. Diverse investment professional skilled in Business Strategy, Business Valuation, Security Analysis, Strategic Initiatives, Financial Modeling, and Market Research.

Always excited to connect with passionate investing professionals. If you ever have a question/ want to chat about investing fundamentals or philosophies please feel free to drop me a line.

taplio

The Battle

David Bean, CPA, CEPA®

Aaron Sexton

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