David Whitfield
✓ VerifiedAbout David
David helps owners plan the whole transition — not just the transaction. Over 22 years he has guided more than 200 owners through exit and succession, coordinating the valuation, tax structuring, deal and the often-overlooked question of what comes next.
He works alongside owners using structured exit-planning tools to set goals early, lift value over two to three years, and arrive at the sale prepared and clear-headed — with a plan for life and wealth after the handshake.
Stages David helps with
What clients say
“David started with us three years before we sold. By the time we went to market the business was unrecognisably more valuable — and the tax was handled.”
“He thought about more than the money — he helped us plan what retirement would actually look like. That made all the difference to saying yes.”