Meet David Mueller, the project administrator for the M&A Deal Support and Succession Planning team. With a passion for helping clients navigate significant milestones in their professional lives, David plays a crucial role in ensuring the success of our projects by providing support and facilitation to our team.

Having spent years as a Financial Advisor Transitions Facilitator & Valuation Analyst, David brings a wealth of experience to his current role. His previous position involved facilitating the consultation process for advisors who were either selling their businesses, entering mergers, or seeking new industry platforms to partner with. This experience has honed his expertise in understanding the intricacies of financial transactions and business transitions.

David’s commitment to professional growth is evident through his pursuit of the Certified Valuation Analyst (CVA) certification. By staying up to date with the latest industry standards and practices, he ensures that his clients receive the highest level of service and support.

Beyond his professional endeavors, David values his time spent with loved ones. Whether it’s enjoying the company of family and friends or exploring cultural delights like concerts, art galleries, museums, and parks, he embraces the enriching experiences life has to offer. David is an avid reader and writer, with a particular interest in nonfiction. In his spare time, he enjoys taking on new challenges and engaging in DIY projects around the house.

With his expertise in project administration and a genuine passion for helping clients solidify their vocational journeys, David has been an essential addition to our team. His dedication, knowledge, and commitment to excellence contribute to the overall success of our clients and our team. As David likes to say, “Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”