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.

UCSF Health

Partners with the EVP, Chief Clinical Officer to drive the development and deployment of a comprehensive, business-aligned, and outcomes-based talent plan for over 4,000 employees. Partner with the senior management team in building highly engaged, high performing teams while developing management capability and talent pipelines. Responsible for monitoring the organization performance while focusing on aligning all HR services and programs with business needs, strategic goals and UCSF’s culture and values.

Strategic HR Business Partner 

Banner Health

Served as the HR leader on the Hospital Executive Team. Helped the executive team to drive business solutions, develop the employee culture, and improve leadership capability across the facility. Leveraged metrics, data, and analytics to help with driving solutions & assessing strategic impact of current strategies. Responsible for leading a staff of four HR members with responsibility for HR Strategy & Employee Relations to a 555-bed facility with over 2,500 Employees & 185 Leaders.

Director of Human Resources (CHRO)

YAM Worldwide

Served as the HR leader to 19 members of the Management Team and 8 Executive Leaders. Responsible for the HR strategy and all HR functions for BIG YAM The Parsons Agency, Sneaky Big Studios, AZ Spooky Fast, YAMWOOD Foundry, YAM Properties, YAM Capital, and YAM Headquarters. Worked closely with the HR Director to implement and maintain an effective HR strategy for each of the assigned companies. Partnered with staff and leaders to maintain a positive and highly productive work environment.

Senior HR Manager

Served as a trusted and collaborative Director, Senior HR Business Partner to the Regional CEO, Hospital Executive Team, and the Hospital Clinical & Non-Clinical Management Teams. Provided HR leadership and alignment support across the organization and focused primarily on ensuring that the strategies and programs of the Medical Center were aligned with the corporate culture and business initiatives of HonorHealth. Formulated the HR strategy, managed and investigated all the employee relations and ensured the provision of HR generalist support to over 1400 staff with 24-hour coverage. Mentored & managed 2 exempt staff members who were responsible for employee relations and employee engagement within HonorHealth facilities.

Director, Senior HR Business Partner

United States Army

2004-2008 Supported the 2nd Battalion 12th Field Artillery Regiment's leadership with a broad range of HR functions, including training soldiers, administering benefits, overseeing legal tracker, and managing HR records. Responsible for leading 4 soldiers assigned to the HR section.

2008-2013 Served in a dual role as 1st Platoon Sergeant and HR Manager for the 6253rd United States Army Hospital. Provided support to Military Leadership by executing a broad range of HR functions. Trained soldiers, administered benefits, and oversaw the legal tracker. Maintained all of the HR records and was responsible for leading 46 soldiers assigned to 1st Platoon.

HR & Operations Manager

With over 15 years of experience in leading and supporting HR operations and projects, I am a strategic HR business partner at UCSF Health, one of the nation's top-ranked academic medical centers. I partner with the EVP, Chief Clinical Officer to drive the development and deployment of a comprehensive, business-aligned, and outcomes-based talent plan for over 4,000 employees across the organization.

I leverage my expertise in talent development, employee engagement, organizational development, and data analytics to help the senior management team build highly engaged, high performing teams while developing management capability and talent pipelines. I am passionate about aligning all HR services and programs with business needs, strategic goals, and UCSF's culture and values. My mission is to empower and enable the people who deliver excellence in patient care, education, and research at UCSF Health.

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David Bean, CPA, CEPA®

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