About Us : David Lerner

David Lerner graduated from the University of Georgia, J.M. Tull School of Accounting with his BBA. David has served publicly traded companies and privately funded entrepreneurs, owners, investors, and their families in a wide range of industries as a business strategist and financial advisor, and he has developed expertise in financial/securities, legal, healthcare, technology, manufacturing, distribution, retail, real estate, construction, and non-profit sectors. David advises clients with emerging and middle-market ownership and management decision-making issues and innovating strategies for growth, succession, taxation, and valuation.

As an active entrepreneur advising entrepreneurs, he has developed and sold a small retail shopping center along with owning and operating a Bruster's Real Ice Cream franchise with his family's private investment group. Current development projects with clients include a 75 acre mixed-use active living "green" development, and the national expansion of a specialty beverage brand.

David has performed valuations for management and succession planning, public and private company M&A transaction advisory, IRS/Inland Revenue taxation matters, SEC/FASB financial reporting matters, litigation support and expert witness engagements. He has valued small start-ups as well as private and publicly traded companies with market caps into the $100s of millions and business enterprise value reaching $1 billion.

David is a member of the AICPA, GSCPAs (past Board member and governance task force), NACVA, and the Atlanta Venture Forum. He volunteers with the Board of the Atlanta Ronald McDonald House Charities, Children's Healthcare of Atlanta, Atlanta Public Schools - Partners in Education, Grady HS, Inman MS - Crosswalk Dads. He is active with Haygood UMC in Morningside with his family. David enjoys golf, running, community involvement, and home renovation in Ansley.