Skip to main content

Wealth Transition

If you are an entrepreneur (current or emerging), you will know the journey is not a linear one. No matter what stage, it has its challenges, and its ups and downs. For business founders, it can be lonely at the top. Those working with you may not understand the decisions and trade-offs you regularly need to make, and not appreciate the risks you are taking in starting a business.

Entrepreneurs are a different breed. While many aspects of the craft can be learned and taught, the spark that drives someone to leave the safety of regular employment and launch an enterprise is something that you either have or you don’t.

How I can help

Cards on the table: I have not attended an accredited course of study that allows me to put up my shingle as a coach. Rather, I help others who are on similar journeys to the ones I’ve traversed. That way, I can have genuine empathy for what you are experiencing.

If you are early in the journey, I can help with the steps required to turn your idea into a business, to develop a business and marketing plan, to build the pieces that you need around you, and to maintain the positive emotions and work-life-balance that are very necessary. I can and will challenge you and call you out on assumptions and projections when necessary.

If you already have an established business, I can help with the important stage of going from owning a job to owning a business. That means helping you transform your business so it’s worth something substantial to a prospective buyer. Making your business sale-ready is a worthwhile exercise even if you never want nor intend to sell it.

What next?

Book a free 30 minute discussion where I will provide some feedback and guidance on your business and your aspirations. If you find that helpful and we proceed no further, I’m happy to have provided my time. If you then decide I can help, then I’m even happier.

What People Say About David

David brings his professional and spiritual self to everything he does. This shows up so well in his work with families. As we all know wealth means well-being and financial capital is something else. David understands the profound difference a families’ experience of well-being will be as he helps it unpack this vast difference in consciousness and its outcome for them. .He helps the family put its efforts towards enhancing each individual’s and the whole families’ well-beings towards theirs and its flourishing.

James E Hughes Jr - author of Family Wealth

David has been an inspirational and insightful thought leader as a member of PWN. He has presented for us on many occasions and always done an excellent job, with different and compelling content and ideas. Furthermore, he writes beautifully and express complex ideas through his writing exceptionally well. As an advisor he offers a unique perspective and an important offering for business families, focusing on releationship and succession challenges without having any conflicts of interest. I wouldn't hesitate to recommend his services and I often do.

Richard Milroy, Private Wealth Network

David chairs the advisory board of GBA Capital and board of Koa Capital. He has excellent commercial acumen, good humour, and the ability to maintain our strategic focus. As a consultant, or board member, David is a trusted adviser and ongoing source of wisdom.

Sebastian Jurd, Managing Director of GBA Capital, Co-Founder of Koa Capital

David is one of the most insightful thought leaders on family dynamics. I regularly read his newsletter and value his perspectives. I read his book “Transition” when I first started studying and applying the intellectual discipline of family business succession planning. It sits on the bookshelf beside my desk and I often refer back to it. Its wisdom is universal and timeless.

Henry Brandts-Giesen, Dentons Kensington Swan