Dave Bookbinder

Dave Bookbinder is Executive Director, Valuation Services at Haefele Flanagan. He has a diverse background in corporate finance consulting with specific expertise in the areas of business valuation and intellectual property valuation. He has led valuations of the securities and intangible assets of public and private corporations (under IRC 409a, ASC 820, ASC 805, ASC 350 and ASC 718) for various purposes including acquisition and divestiture, fairness opinions, reorganizations, estate planning and regulatory compliance.

Over the years, Dave and his teams have prepared valuations of business enterprises, intellectual property, capital stock and stock options for purposes such as mergers and acquisitions, recapitalizations and S-Corporation conversions.

During his career, Dave has also provided financial advisory services to client companies for strategic planning purposes including buy-side and sell-side mergers and acquisitions, private placements of senior debt, securitization of lease and loan receivables and pre-acquisition purchase price allocation analysis.

Prior to joining Haefele Flanagan, he held leadership positions with B. Riley Advisory Services, CFGI, EisnerAmper, GBQ Consulting and BDO Valuation Advisors.

Dave is the author of The NEW ROI: Return On Individuals and The NEW ROI: Going Behind The Numbers, and he is the host of the business talk show, Behind The Numbers. When Dave isn’t working, you’ll probably find him in the gym or at the Jersey shore.

Education

Bachelor of Business Administration in Economics – Temple University, Philadelphia, PA

Master of Business Administration in Finance – Drexel University, Philadelphia, PA

Professional Credentials

Accredited Senior Appraiser (ASA) in Business Valuation

Certified in Entity and Intangible Valuations (CEIV) as awarded by the American Society of Appraisers.

Affiliations

Contributor for CFO University

Executive Committee Member for Accounting and Metrics at the Enterprise Engagement Alliance

CPAmerica, Inc.

What’s your favorite part of your job? 

I get to work with a great network of individuals, many of whom have become clients. I also enjoy mentoring young professionals in their career development.

As a child, what did you want to be when you grew up?

A professional hockey player

Words to live by:

People don’t buy what you do, they buy WHY you do it. – Simon Sinek