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.

Paylocity

HCM Account Executive 

ADP is the premier provider of Human Capital Management solutions to medium and large businesses in Arizona, and across the country. Companies rely on our blend of SaaS and live HR/Compliance support to help drive productivity, control costs and mitigate risk.

District Manager- Major Accounts 

Senior District Manager

Small Business Consultant for the following areas: tax filing, human resources, 401k, health benefits, and workers compensation insurance. My goal is to assist small businesses (1-49 employees)  in these areas, allowing them to focus on revenue generating tasks.

Small Business Associate District Manager

Unisys

Conducting outbound sales calls to identify the telecommunications needs and decision makers within   companies. Performing research on industry leading companies to assist the Director of Ensemble Unified Communications by Unisys in gaining a better understanding of the specific needs within each company for a Unified Communications managed service that enhances Work Collaboration,Sales/News, and Employee Development.

Associate - Unified Social Business

Clear Lake Press

I worked with the general manager to provide sales aids to assist the sales team in better understanding the services offered by Clear Lake Press. Conducted market research on online printing services and communicated my results with the General Manager.

Marketing Intern

Minnesota State University, Mankato

Campus Recreation Supervisor

Fluent Grp

My job was to promote Windows 8.1 to students on campus. I reached out and got students to actively participate in a demo of Windows 8.1. I also educated  students on the new features and benefits of Windows 8.1. I got students excited and created a buzz around campus about Windows 8.1.

Campus Tour Promoter

Charles Carpenter

taplio

The Battle

David Bean, CPA, CEPA®

Charles Carpenter

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?