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.

Exit Planning Institute

Business Development Manager

Member Experience Team Lead

Membership Experience Representative at Exit Planning Institute

Recreational and Educational Tours

•	Prepared proposals for schools and adult groups interested in tours
•	Manage over 50 existing relationships as well as building rapport with new potential clients
•	Manage relationships with over 100 vendors
•	Create customized itineraries to suit the needs of individual groups
•	Used knowledge of Microsoft applications including word, excel and access to complete projects efficiently and on time.

Account Manager

Crepes In the City

•	Open and closed the restaurant and made sure everything was prepared for the next day.
•	Assisted customers in order selection by recommending popular crepes and waffles
•	Trained new employees
•	Served customers and regularly checked on tables to see if they had any more requests
•	Answered the phone and assisted customers with whatever requests they had

Head Server

Province Apartments

•	Helped students and their parents with the move-in process
•	Handled and solved any problems students had with their apartments 
•	Made sure parents had all their questions and concerns answered thoroughly

Student Apartment Guide

Integrations Treatment Center

•	Proofread and posted employee’s articles for company website
•	Watched and helped teach Autistic children in a classroom setting

Aid to special needs children

Business Development Manager for The Exit Planning Institute (EPI).
At EPI, I'm involved in managing business development opportunities through online and offline methods of engagement. I work with top advisors (CPAs, Wealth Managers, Strategic Consultants, Attorneys, Exit Planners, M&A Advisors, Insurance Professionals, etc.) that are interested in using exit planning for market differentiation and thought leadership. I am highly focused on enhancing the Certified Exit Planning Advisor (CEPA) brand and reach. 
 
Outside of work, you can find me at the gym pumping iron, playing basketball in some men’s leagues with my buddies, or traveling around the world to experience new places. I am a huge Ohio State Football fan and was even able to attend the 2016 Ohio State vs Michigan game!

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The Battle

David Bean, CPA, CEPA®

Joseph Klauer

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