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.

Shopify

Prospecting into some of the world’s largest brands, where I build relationships with key stakeholders and decision makers in executive roles. In my role on the Large Accounts Revenue team, I routinely collaborate with our Solutions Engineering team, senior Account Executives, and other cross functional teams to deliver creative strategies on acquiring net new business and converting cold outreach into top of funnel acquisition. 

On the merchant side, this includes evaluating their current commerce tech stack, identifying inefficiencies and guiding them through an initial conversation around our platform, Shopify Plus. 

I continuously collaborate with AEs and provide insights throughout the entire deal cycle where possible. 

FY 2024
Q1-Q2 (H1): 207% to quota
Q3-Q4 (H2): 140% to quota

FY 2025
Q1: 132% to quota
Q2: 154% to quota: generated the largest closed won opportunity in the history of the Large Accounts Segment for Shopify Plus. Contributed 45% of entire ARR generated from a team of 10 reps. Highest revenue generating SDR at Shopify for H1.

Revenue Team: CPG, Sales Development Representative (outbound), Large Accounts Segment - AMER

In the Mid-Market segment, I prospected into medium sized businesses interested in our Shopify Plus platform. My role included high volume outbounding where I would routinely speak with business owners looking to upgrade from their existing commerce tech stack, and leverage the full power of Shopify. 

Q3 Attainment: 150% to quota
Q4 Attainment: 130% to quota

Revenue Team: Sales Development Representative (outbound), Mid-Market Segment - AMER

Paper

As a Strategic Partnership Associate on the Key Accounts team, I helped drive growth by building strategic relationships with enterprise-level stakeholders. My role focused on aligning Paper's innovative educational solutions with the needs of larger audiences, ensuring impactful learning experiences.

Strategic Partnership Associate, Key Accounts

I’ve always seen sales as more than just hitting numbers. For me, it’s about creating opportunities, building trust, and making a real impact. Working at one of the world’s top tech companies has given me the chance to see this up close, partnering with innovative organizations and helping them find new ways to win.

What I’ve learned is that success doesn’t come from shortcuts. It comes from discipline, curiosity, and showing up consistently. Details matter. Every call, every conversation, every deal is a chance to move closer to great.

This work has shaped me into someone who treats each day as an opportunity to improve. It’s not always easy...but that’s what makes the wins worth it.

Outside of work, I bring the same mindset to the gym, to personal projects, and self-development. 

At the end of the day, it all comes back to growth: for the company I work with, for the people around me, and for myself. 

There’s always another gear.

taplio

The Battle

David Bean, CPA, CEPA®

Vince C.

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?