About Dave


I’ve spent my career helping business owners turn challenges into opportunities. After 40 years as a CPA, business owner, and board member, I know the difference between textbook advice and strategies that work in the real world.

Philosophy:


For me, work is about creating a healthy, stable future — for my clients, my family, and the people they employ. I believe in practical solutions, mentorship, and building businesses that last.

Background:

  • Began career with the IRS, gaining specialized tax knowledge.

  • Founded and grew one of Idaho’s largest CPA firms, Cooper Norman.

  • Served as CFO, board member, and owner in multiple industries.

  • Developed the True Corporate Model™, a proven ownership transition strategy.

Credentials:

  • CPA (Idaho & Nevada)

  • Certified Valuation Analyst (CVA)

  • Certificate in Private Capital Markets (CPCM), Pepperdine University

Personal Side:

I’ve been married to my wife Pat for 50+ years. We enjoy traveling, visiting baseball parks (15 and counting), fly fishing, and time with our grandchildren.

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