Upton Financial. Current trends (data) for selling/buying a business

David Ryan has more than 25 years of experience in the Mergers & Acquisitions industry. He has initiated and completed a wide range of mergers, acquisitions, sales and financing for an extensive range of clients.

David’s previous experience as a practicing CPA (Certified Public Accountant), CVA (Certified Valuation Analyst) and investor has proven to be an ideal background to work with buyers, sellers and their representatives in structuring and completing transactions.

David has obtained FINRA Series 79, 24, 28 and 63 licenses and is a licensed real estate broker in the State of California (BRE License 01207134).

David's activity in professional organizations include past chair of the M&A Source (the largest association of middle market intermediaries), past co-chair of the Midmarket Expo (where he worked with over 150 private equity groups), member of the Redwood Estate Planning Counsel and member of the American Institute of Certified Public Accountants.