Dave is regarded as a leading expert in the delivery of technology services, with broad experience in both technology and business. He owned and operated an IT Solution Provider and MSP for over a decade, both acquiring other organizations and eventually being acquired. This firm was a winner of multiple awards, including Kaseya’s Cutting Edge and ConnectWise’s Best New Idea, as well as being a finalist for Microsoft’s Worldwide Partner of the Year in the Small Business Specialist category. After his MSP experience, he has worked for multiple vendors at such companies as Level Platforms, GFI, LogicNow, and SolarWinds, leading
IAM2663 – Financial Strategist Helps Business Owners with Financial Planning and Legacy Building
In this episode, we have Shona Bell, a Certified Public Accountant and financial strategist, return to discuss an often-overlooked secret...



































|