Our Team

/ Dave Bookbinder

Dave Bookbinder

Executive Director, Valuation Services

ASA
CEIV
MBA

Dave 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 hfco, 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, The NEW ROI: Going Behind The Numbers, and A Valuation Toolbox For Business Owners and Their Advisors, and he is the host of the business podcast, Behind The Numbers With Dave Bookbinder. When Dave isn’t working, you’ll probably find him in the gym, at a concert or at the beach .

What Drives Dave

“When my clients get that ‘ah-ha’ moment when they understand what’s driving their business value — or when they understand why an offer they received was reasonable or unreasonable — they often tell me about the difference that I’ve made for them. There is no better feeling.”

Areas of Focus
Business Valuation
Intellectual Property Valuation
M&A Advisory
Estate Planning
Stock-Based Compensation
Fairness Opinions
Credentials
ASA
CEIV
MBA
Affiliations
Contributor for CFO University
Executive Committee Member for Accounting and Metrics at the Enterprise Engagement Alliance
CPAmerica, Inc.
Philadelphia Estate Planning Council
Vistage Trusted Advisor
ProVisors
Education
Bachelor of Business Administration in Economics
Temple University, Philadelphia, PA
Master of Business Administration in Finance
Drexel University, Philadelphia, PA

Ready to work with us?

Whether you’re navigating a business transition, planning for what’s next, or simply looking for an advisor who will take the time to understand your business, let’s talk.
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