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.

Silverhawk Private Wealth 

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Specific tax, legal, or other professional advice is not provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Chief Executive Officer | Managing Partner | Certified Private Wealth Advisor

Silverhawk specializes in wealth advisory for people that have a higher sense of purpose but the go to work because they want to and not that they always will have to.  The team can help business owners to find opportunities to reduce income tax liabilities and have greater access to capital for growth of the enterprise, Employee Stock Ownership Plans (ESOP), the use of Captive Insurance Companies, and Dynasty trust planning for preserving family wealth for generations.

With Joe's experience in financial services, he helps high income business owners and high net worth individuals on ways to effectively improve net worth, protect assets, and prepare clients for a successful financial future. Through the use of investment vehicles, insurance vehicles, and comprehensive planning techniques, Joe can help to put a person in a better financial situation than they typically are in.  Silverhawk is staffed with additional resources including: tax attorney, CPA, and asset management specialists.

Joe is an investment advisory rep of Silverhawk Asset Management.

Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners

Lion Street

An Elite Network of Life Insurance and Wealth Management Firms Focused on High-Net-Worth and Corporate Clients

Member

Vistage Worldwide, Inc.

Northwestern Mutual

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

By using Life Insurance, Disability Insurance, and Long Term Care Insurance to cover risk management, my clients have the peace of mind that there is a base to build on.

We help people hit their goals with the use of retirement strategies, mutual funds, and other investment ideas.

Financial Representative | Connecting Families & Professionals with their goals

Desert Highlands Country Club

After accepting the career with Desert Highlands, I realized that I needed to make some changes in my life and have moved into a career that I am helping people in a different manner.

Pastry Chef | Using Creativity to Make Food Look and Taste Delicious

T. Cooks

Baking is a Science.  With the right ingredients and the right passion, you can turn a few simple things into amazing treats.

Pastry | Combining Passion with Attention to Detail

As the CEO of our private wealth firm, I specialize in assisting successful business owners and professionals to achieve a work-optional lifestyle. My team and I are dedicated to providing comprehensive financial solutions designed to protect and grow the wealth of high-net-worth and high-income individuals.

What We Do
Our approach involves partnering with a network of trusted advisors, including CPAs, Estate Planning Attorneys, and Business Attorneys, to create and implement innovative tax-saving strategies. These collaborative efforts ensure that our clients can maximize their financial potential and secure their future.

At Silverhawk Private Wealth, we believe that diversification is key. We utilize the TRIA Formula, a strategy that can mitigate risk without compromising potential returns, helping our clients so they are not solely reliant on the stock market. 

Exit Planning Expertise
In addition to wealth management, we provide specialized exit planning services. These services are tailored to lower middle-market companies and focus on building stronger management teams, increasing profitable revenues, reducing business risks, and creating more wealth outside the business. We believe exit planning is synonymous with good business strategy and essential for long-term success.

Our mission is to simplify complex financial decisions.

Joe lives in Phoenix, Arizona, with his wife Kimberly and his sons, Logan and Duke. They have two dogs, Marley and Saylor, which keep them on their toes. As he continues to manage his practice, he focuses on leaving clients in a better financial situation than when he first met them.

I am always looking ahead for clients from all angles and how it will affect their financial future. Taxes change, laws change, products change—are you keeping up?
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-Asset Protection
-Funding Buy/Sell & Buyout agreements
-Exit Planning and Transition Planning
-Helping Protect income
-Helping Protect families
-Dynamic Asset Management
-Active Money Management
-Insurance review and design

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The Battle

David Bean, CPA, CEPA®

Joe Laux III, CFP®, CPWA®, CEPA

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