FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Jun, 20

David Baumgartner

SHARE

Welcome David Baumgartner

Welcome to the Team!


David has over 25 years of experience in financial management roles across a diverse range of industries. His experience includes working with business owners and executive teams to develop strategy, drive growth, and improve financial performance. This experience is supported by a solid background in financial management fundamentals, including accounting, budgeting & forecasting, contracts, process improvement, financial systems, and tax strategy.

855-236-0600

facebooktwitterlinkedin