Providing CFO services and Business Transition Services in Seattle, WA and surrounding areas
David L. Odom
Kirkland, WA CFO
38 Years of Experience
office 425 765-5734
BA - Washington State University
Certificates & Licenses:
Certified Public Accountant - 1981 - Washington
American Institute of Certified Public Accountants
Washington Society of CPAs
Chief Financial Officer Network
The Financial Executives Networking Group (FENG)
The Executive Network of Seattle (TENS)
The Pinnacle Forum
Contact David Odom and receive a free Discovery Analysis™
- A confidential meeting with the business owner(s), then interview company staff.
- Look at the company’s financial information and computer systems.
- Benchmark financial information against industry averages.
- Create a confidential report of our findings in The Strategy Gameplan™
Dave is an experienced CFO / Exit Planning Consultant with over 30 years of expertise serving small to mid-ranged companies in finance and accounting. His background includes working in public accounting, for a Fortune 100 construction company, founding and managing a CPA firm for 15 years, prior to purchasing an international brokerage company and acting as its President and CEO. Recently he served as the Executive VP and CFO for a $35 Billion real estate brokerage franchising company on the West Coast, which accounted for approximately $900 Million in commissions and $40 Million in franchise fees.
As a B2B CFO® Partner, he has provided CEOs and business owners with insights into the key metrics within their industry that measure performance, efficiency and profitability. He has the ability to quickly master the industry financial pressure points and assist to measure, monitor and improve the operations of the company in developing key performance indicators.
Serving a client base of over 100 business entities per year at his CPA practice allowed Dave to develop a broad, hands-on management style of strategic planning. His excellent communication skills have equipped him to work with owners, managers and staff to implement internal controls, software solutions and accounting systems to more timely generate accurate financial and tax reporting.
He has the ability to address the cash flow needs of the company, while maximizing the return on investment of the entity’s tangible and intangible assets. During his career in public and private industry he has established funding for operations, through credit lines, equipment loans as well as equity capital.
Dave has enjoyed serving as a speaker to business owners and on the radio covering tax topics and succession planning. His passion in working with business owners has been the culmination of preparing the business for sale and successfully transitioning the ownership, with the rewards optimized for the seller.
He seeks in both his personal and professional goals to add value to those he works with, to provide a sense of humor to the arena of finance and to sharpen his skills by hiring the best and brightest employees and associating with those who have a passion for what they do in life. As both a C-Level executive and owner of businesses for the past 25 years he is skilled at running companies and adding value to organizations.
Dave is an entrepreneurial and analytical CFO who has started and run companies as well as taken existing companies and improved the processes, procedures and profitability. His approach is to demonstrate a practical problem solving methodology while creating a team of skilled and motivated business associates in the process.
His diverse industry experience includes real estate, franchising, transportation, construction, professional services, manufacturing and distribution, online and storefront retail, wholesale and technology. As an investor he has also served as the CFO for an Internet wholesaler, assisted living operator and international brokerage company.
He is a native to Washington and received his BA in Business/Accounting from Washington State University. His career began as an accountant for a local and regional public accounting firm where he earned his CPA certification. He is a member of the American Institute of Certified Public Accountants and the Washington Society of CPAs. Dave has served on the Board of Directors for several charitable organizations in the Seattle area.
Contact David (425) 765-5734
David Odom is a CPA and Partner with B2B CFO®. As an owner of multiple businesses, Certified Public Accountant, CEO and CFO to large and small businesses Dave has been involved in the purchase and sale of numerous privately held companies over the past 30 years. His experience has ranged from small retailers to larger multi-state enterprises and this range of experience along with his Exit Planning training makes Dave a great resource and entertaining speaker.
His practice is to help business owners prepare their business to have the highest value for sale as well as enjoying the company and improved cash flow and value while remaining the owner. He works with local companies of privately held and family legacy companies that have been in business for 50-60-70-100 years.
Dave helped sell his family’s business in 1984 and has continued both his practical experience, knowledge of tax laws, entity planning, and exit planning.
Events and Presentations:
The Exit Strategy Handbook – Using the Game Plan™
If you are planning on selling your business in the next few years, then you are one of many millions of business owners looking to do the same. Why do you need The Exit Strategy Handbook? We are heading for an unprecedented Baby Boomer Tsunami which will mean that you will be selling your business in a buyer’s market. Read the book and use the dashboard system to ensure you get the most value out of your business.