David Sullivan

CFO wise

CFO wise

CFO wise



David Sullivan has spent the last decade moving small and medium-sized companies from the startup phase to the feasibility and growth phases. As part of this process he has helped raise over $30 million debt and equity financing. He has extensive experience in compiling security offerings and filings, and preparing and facilitating offering packages including regulatory reporting requirements.

In Dave’s previous roles he has worked directly with business owners and management and knows the intricacies and detail in the decision making process. He has a broad scope and understanding of how the financial side of a company integrates with the whole. Dave has successfully managed revenue recognition, company consolidations, and complicated debt structures.

Dave received his BA from Brigham Young University in Economics and his MBA from the University of Utah’s Eccles School of Business.

He lives with his wife and three boys in Heber City, UT.


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Heber City, UT

801-502-5449

Dave@cfowise.com

Utah


Posts by David Sullivan:

February 24, 2010

Being a Decision Maker Means You Take Risk

During the past few years as we’ve experienced a downturn in our economy, I’ve noticed many of the business owners I work with have become so conservative it is beginning to hurt their industry. The current economic conditions have caused consumers to spend less, banks to no longer lend, card issuers to reduce credit lines [...]

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December 7, 2009

Controlling Success

When beginning a new company or project there are things we can control and other things out of our control.  The way we manage our company is within our control.  Market response, in most situations, cannot be controlled.  Consumer satisfaction and sentiment simply is what it is.  Once we recognize what can be controlled vs. [...]

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August 31, 2009

Have I Missed Anything?

Every few months I receive an email message or telephone conversation that goes something like this: “Dave, I was wondering if you’d look over this business model (business forecast, pro-forma) and tell me what you think”. I’ve wondered what they are looking for in a second opinion and have concluded the reason is really quite [...]

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Share This:
  • Print
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  • Facebook
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  • email
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