Professional, knowledgeable, experienced. Our team of advisors can help you with practical, real-world advice and guidance on how to plan for the future, build stronger family relationships and identify and resolve issues before they become unmanageable.
Founder of Next Step Advisors Inc, Author, Advisor, Speaker & Coach
David has been advising family enterprises for over 25 years and has worked with more than 80 different families. He has personally experienced succession in a family business three separate times:
1) As the heir apparent who was denied an opportunity to lead;
2) As a successor who was appointed president of the family firm;
3) As an owner who sold the family business then transitioned out of the company.
Regardless of who you are or where you are at with family business succession, David understands and empathizes with your situation and circumstance because he has experienced the successes and pitfalls that accompany family enterprises. This gives him the insight and wisdom to empathetically and skillfully help you navigate through your own family business succession plan.
David is an experienced executive coach, an exceptional speaker, a gifted moderator and trained facilitator. He is a graduate of the University of British Columbia’s Faculty of Commerce and Harvard’s
Business School and, as an adjunct professorship at UBC, he has been teaching in the field of Family Enterprise for more than fifteen years.
For two decades, David worked in his family’s real estate and construction businesses and, during his tenure as President & CEO of Dominion Construction, the business doubled in size to just under $300 million in sales. He played a leading role in the development and construction of several landmark projects across Canada, including GM Place (now Rogers Arena) in Vancouver and the TD Centre Office Complex in downtown Winnipeg. He was also a key player in the successful Vancouver/Whistler 201O Olympic bid.
The creative energy and focused determination that marked David’s career in business is now being adapted for individuals and families to help them identify and resolve their issues.
Learn More About Our Services
With years of combined personal and professional experience, our team is here to help you succeed. Talk to us and find out how we can help your family with challenges you may be facing as well as continuity planning, family meetings and board recruiting.