David is the Principal of Velorum Business Advisory, a boutique growth & exit planning firm that helps business owners grow their business with an exit in mind. Through a holistic approach to exit planning that encompasses business readiness, personal readiness, and financial readiness, David builds a framework for business owners to successfully transition their business on their terms. David’s specialities include valuation advisory, growth strategies & frameworks, development of holistic exit plans, financial modelling, and succession planning. David is a member of CPA Ontario, the National Association of Certified Valuation Analysts, the Exit Planning Institute, and the Association of M&A Advisors.