“I first engaged David to explore valuation and possible retirement scenarios.  His expertise, contacts, and negotiating skills were, without a doubt, the reasons that there was a successful conclusion to this process.  His honesty and straightforward methods are genuine.  In the end, I received better than top dollar for my company.  David is hard working and I highly recommend him to anyone seeking to value and sell their business.”

Robert G. Evans, Retired
Santa Rosa Precast

"When I decided to sell my business, one of the most important things to me was making sure my current employees would have a future with any new ownership.  David brought qualified buyers to the table and ensured that my focus on my employees’ future was maintained throughout the process.  He was a standout from his competition because of his experience, his honesty and his manner of being upfront and forward about important issues.

I would highly recommend David for any business owner interested in an exit strategy that maintains the continuity of their business."

Paul Manuel 
Manuel Bros., Inc.

“I had the opportunity to work with Dave Ryan throughout 2012 on an acquisition of a Medical Device Company.  Dave represented an owner-inventor and his company on the sell side.  The leadership of the company was knowledgeable in the Med Device field but had no previous transaction experience.  Dave's M&A experience and knowledge was instrumental in success of the transaction.  Dave was able to guide the company through the acquisition process.  He proactively diffused any potential concerns the company had by fully understanding how to execute a transaction with a large strategic company.  Dave's was able to give the company strong guidance with regards to: 1) the acquisition process of a large strategic partner, 2) purchase price and deal structure 3) legal protections through the definitive agreements.  He negotiated a favorable structured transaction that maximized the full-value for the company while taking Stryker's concerns into account.  My personal experience with Dave was exceptional. He also provided guidance to Stryker on the key aspects of the transaction, negotiated with all parties' best interest in mind, and proactively highlighted concerns the sellers had so we could move efficiently through the acquisition process.  I look forward to working with Dave again shortly on our next transaction.”


John Lauria

Director of Business Development and Strategy
Stryker Corporation

"David is always knowledgeable and responsive to any question, whether it be regarding my company or a personal financial matter. 


I never hesitate in referring David as I know he will provide excellent advice."

Deborah Meekins

Sonoma National Bank

"I have a great deal of respect for David and how he professionally achieves the goals of his clients."

Rocco Pezza

New England Brokerage Corporation

"I have known and worked with David for a number of years on both in his capacity as a CPA and as a Mergers and Acquisitions professional.  On both accounts, David has shown and extraordinary depth of knowledge.  Additionally, David works tirelessly of behalf of his clients.  He is willing and able to put in the long hours necessary to resolve issues and complete transactions. 


Equally important, David shows a great sensitivity to the legal, financial and personal issues that arise in the mergers and acquisitions context.  His knowledge and diligence have allowed us to close certain difficult transactions which other parties may not have been able to complete.  I have thoroughly enjoyed my working relationship with David and highly recommend him."

James C. Chapman, Partner

Silicon Valley Law Group

"As a successful business owner, I had not fully considered selling my business until David approached me by a qualified buyer.  He confidentially explained to me the expected value and structure of the deal.  Once I indicated my preliminary interest in the proposed deal, he went to work and shortly thereafter delivered the Letter of Intent from the buyer.  David worked diligently with my attorney and staff to complete the transaction."

Tom Vildibill

San Diego Precast Concrete, Inc.

"David is fully qualified to take a deal from start to finish.  I can't say enough about his abilities in this area.  David has an excellent understanding of the legal part of a deal and his connections in this area coupled with his personal knowledge played a big part in closing my deal. I would not hesitate in recommending David to anyone considering selling their company."


Frank Golden

Golden State Precast

"David did and excellent job on our deal.  He had a high priority on confidentiality, which was one of the most important things to me.  David obtained a higher price than I had expected and his working knowledge of deal structure was key to creating the most tax-efficient transaction."

Vince Bormolini

Western Concrete Products

"David's involvement in the sale of my company was the key to the successful completion of the transaction.  His knowledge and and expertise were invaluable and his persistence appreciated.  David has the qualifications necessary to complete large and small projects alike and my experience with him during the acquisition process enables me to substantiate his competence in his field."

Bonnie Wasson

Smith Precast, Inc.

"I have worked with David on a number of complex transactions.  His advice is always sound and very practical.  He gets the job done in the most economical and efficient manner.  He is a deal maker, not a deal breaker."

Kevin J. McCullough, Partner
Spaulding and McCullough, Attorneys at Law

"David is an M&A professional with the background, education and integrity to deliver a first class job.  I would gladly recommend him to any of my clients and friends."


L. Michael Grider
Equitable Business and Financial Services

Safety Harbor, FL

“David understood the process and his knowledge and experience were key to getting our transaction done with Stryker.”


Bruno Mombrinie


AVEC Scientific Design

California Office
Office: (707) 523-9651

Fax: (215) 344-3711
131-A Stony Circle, Suite 500

Santa Rosa, CA 95401

CA BRE License 01240875

Arizona Office

Office: (480) 666-5556

Fax: (215) 344-3711

7373 E Doubletree Ranch Rd, Ste 200

Scottsdale, AZ 85258

© 2021  Upton Financial Group
The testimonial(s) presented on this site do not guarantee future performance or success. Links on this site are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.