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Managing Partner

David has been a member of the firm since inception and has been practicing in public accounting for more than 25 years. As the head of the firm’s Transaction Advisory Group, he regularly advises CRR clients on the sale of their businesses, as well as mergers, acquisitions, and joint ventures. David’s skillset is valuable throughout all stages of the transaction process, and through early involvement he is able to help maximize the financial results for his clients. His tactical approach to buyer and seller due diligence enables a smooth transaction process, with a focus on facilitating a well-organized transition for both sides. He also frequently speaks and writes on these topics and hosts transaction related seminars and workshops.

Areas of Expertise

Tax | Consulting | Business Planning & Analytics | Transaction Advisory

Industry Specialties

Distribution | Life Sciences | Professional Services | Technology

Fun Fact

Dave's bucket list includes speaking in front of an audience of 1,000 people.


Suffolk University, BSBA
Bentley College, MST

Professional Associations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
North Shore Technology Council