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.

Backbone CFO

Backbone CFO provides Fractional CFO services to entrepreneurial-led businesses. We are REAL CFOs, entrepreneurial at heart, and We Run On EOS!

Founder

EEW Group

Vice President of Finance and Contracts

DeVal Lifecycle Support

Chief Financial Officer

Parts Life, Inc.

True North Church

General Manager

Deposit Operations Team Lead

Fractional CFO for growth-minded business owners of 7 & 8 figure service-based businesses.

Helping entrepreneurs fulfill their purpose & passion is my mission! 

I started my career in large business - and absolutely hated it. 

After realizing the need for a change, I took a job working as a business manager my local church that was growing exponentially. 

In a short amount of time, I learned how to run the bookkeeping of a growing organization, raise capital, as well as plan and execute on project financing.

I then had the opportunity to join another growing organization, Parts Life, Inc, as the Finance Manager.

I was promoted several times to Chief Financial Officer full responsibility of finance, accounting, acquisitions, legal, and information systems. During my tenure as CFO we:

✅ Acquired DeVal Life Cycle Support (formerly DeVal Corporation)

✅ Acquired LC Engineers, Inc.

✅ Successfully integrated both companies in the PLI family.

✅ Closed over $10M in financing deals including acquisition financing, working capital, equipment financing, and more.

✅ Led the implementation of a Balanced Score Card driven culture including KPIs, metrics, and monthly evaluations of operations, finance, business development, and people development.

After 5+ years helping Parts Life grow, I accepted a new challenge as Vice President of Finance and Contracts for EEW American Offshore Structures located in South Jersey.

As a global manufacturing leader, EEW made a strategic investment into its newest manufacturing plant to produce the world's largest monopiles for offshore wind.

In my short time with EEW I led efforts to secure project financing in excess of $100M, drive compliance in financial reporting to both GAAP and IFRS standards, as well as negotiate commercial contracts.

However, as exciting of a career trajectory I was on, in my heart I knew small business was always near and dear.

This passion ultimately led me to focus on launching Backbone CFO - a company with a mission that aligned with my own. We exist to help entrepreneurs 10x their growth so they can fulfill their purpose and passion.

James Emerich

taplio

The Battle

David Bean, CPA, CEPA®

James Emerich

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