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.

Precision Financial, LLC - Pacific Northwest Region

Bringing Trusted CFO Guidance to Every Business, At Any Budget.

Gain peace of mind by adding best practices, templates, guidance and expert level oversight to your existing bookkeeping.

Precision Financial, LLC exists because:

1. 45% of businesses experience fraud in a two-year period, and nearly all of them are at businesses where the owner thinks "it won't happen to me." Expert level oversight of the accounting is a key strategy in deterring and detecting fraud. 

2. Business managers who understand their numbers have a competitive advantage over those that don't.

3. Best practices maximize efficiency, which creates time.

Learn more at www.PrecisionFinancialLLC.com

Consulting CFO

Whalen Furniture

VP - Financial Planning & Analysis

Kloppenberg & Co.

Kloppenberg is a family-owned manufacturer of stainless-steel products used in the storage and transport of ice.  The firm was started in 1941 and is well-known as an industry leader for its quality and customer service.

Finance Manager

RM Assets LLC

Managing Partner – HotBeetle LLC – Denver, CO
Contract CFO – Qrunch Foods, Farmhand Organics and Great Plains Mountain Stuff – Denver, CO
(Interim) Director of Finance – Mile High Youth Corps (501c3) – Denver, CO
Controller – Kloppenberg & Co., Premier Manufacturing – Denver & Frederick, CO
Financial Management Consultant – Bhakti Chai, Green Garage, Jerry’s Nut House

The firms above represented a range of business models and requirements for support services.  I provided hands on consulting services to these emerging, high growth businesses and reported directly to the business owners or executive leadership. The goal was to facilitate the financial and operational elements of the business so the Client could focus on product development and go-to-market activities.

Director

The Honest Kitchen, Inc.

The Honest Kitchen produces human-grade, organic pet food.  In this position, I am responsible for managing the finances of the business as well as assisting with the overall administrative and strategic elements.

Director of Finance

BearingPoint Consulting

Supported senior level executives at a $2B Naval Contractor (Space and Naval Warfare Systems Command - SPAWAR) by providing financial management consulting support.

Senior Management Analyst

DAD | CFO | Full-Stack Finance Professional

Highly effective executive with 20 years of experience in driving operational change through strategy and leadership.  Accountable for multi-million dollar budgets and managing cash flow. Particularly adept at improving margins, creating efficiencies, and reducing costs. 

I thrive in key roles with dynamic businesses, especially those undergoing challenging transitions and/or growth.

My personal passion is Rugby and my goal is to help the sport become a commercially viable industry in the United States.

taplio

The Battle

David Bean, CPA, CEPA®

Lucas Marquardt, MBA

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