David G. Ryan, CBC, CBI, CPA, CVA
President, Upton Financial Group, Inc.

David Ryan is the president and founder of Upton Financial Group, Inc. He is a highly respected business intermediary and leader in the field of mergers and acquisitions. His past experience as a practicing CPA and owner of various companies gives him the background to work with buyers, sellers and their representatives in structuring a transaction to achieve ultimate value and benefits.

David's education, industry designations and memberships place him near the top of his profession. He attended San Jose City College, Empire Business College and San Jose State University, and continued his career-related education to receive a long list of professional designations.

David is a member of the American Institute of Certified Public Accountants, the ICBC (Institute of Certified Business Counselors), the Redwood Estate Planning Council, and the IBBA (International Business Brokers Association) in which he has been an active member of the leadership for the past six years. He is also past Chair of the IBBA's focus group, the M&A Source. The M&A Source is the world's largest international association of middle market intermediaries; working on transactions greater than one million dollars in value.

Recently, David was honored to speak at Fulcrum's "Annual Electrical Contracting Industry Mergers and Acquisitions Forum" and their upcoming "Annual Landscape and Lawn Care Industry" as well. Fulcrum and the audience thank David for sharing his recent experience and industry insight at the conferences, stating that his presentation "adds great value to the program".

Industry designations and achievements have included:

C.B.C. - Certified Business Counselor By the Institute of Certified Business Counselors (I.C.B.C.)

C.B.I. - Certified Business Intermediary By the International Business Brokers Association (I.B.B.A.) Highest Designation awarded in the industry

C.P.A. - Certified Public Accountant - By the American Institute of Certified Public Accountants

C.V.A. - Certified Valuation Analysts - By the National Association of Certified Valuation Analysts


Education:

San Jose State University,  San Jose City College, Empire Business College


Professional Organizations:

Past chair of the M&A Source (the largest association of middle market intermediaries)
Member of the Leadership Committee of International Business Brokers Association
Institute of Certified Business Counselors
Redwood Estate Planning Counsel and American Institute of Certified Public Accountants

Seminars & Classes Conducted:

Author and instructor of Merger & Acquisition Tax Strategies taught in Boston, Dallas, and San Diego.
Seminar leader; Tax Strategies for the Sale of a Closely Held Business; Effective Transaction Tax Strategies; M&A Deal Structuring & Tax Strategies


Articles Published:

Before Deciding to Sell *,

Should you Transfer your Business to the Next Generation or Sell It?*
  

*These articles are in .PDF format, you may need to download Adobe Acrobat  Reader to view them.  Download this software free!


Media Appearances:

Featured in the Spotlight Valuation of Shannon Pratt's Business Valuation Update, the most prominent news letter in the industry