Send David a Message:

Professional Contact

  • By using the contact forms on our website, no professional relationship is established until you speak directly with an Elliott Davis professional to confirm such relationship. By submitting a message through our website forms, you agree that you have read and agree to the full terms and conditions of our website.

David Stewart

CPA/ABV, ASA

Principal

David focuses on providing business valuation and litigation support consulting solutions to clients in numerous industries. He has more than 15 years of experience, including more than ten years in public accounting providing business valuation and litigation support services, as well as tax planning and compliance services. David has performed valuation services for closely-held businesses, professional practices, and other business interests for a variety of purposes. David’s tax practice is centered on providing tax planning and consultative solutions to high net worth individuals and to business clients. In addition to his work in valuation and litigation support, David leads the tax team for the Raleigh market. He also works closely with estate planning attorneys in estate and fiduciary income tax matters for estates and trusts.

Prior to joining Elliott Davis, David attended the Leadership Development Program of a large regional bank and advised families in personal trust, wealth management, and financial planning.

Education, Credentials and Special Training

  • Certified Public Accountant
  • Accredited in Business Valuation, AICPA
  • Accredited Senior Appraiser by American Society of Appraisers
  • M.S., Accounting, North Carolina State University
  • B.S., Marketing, University of North Carolina at Greensboro
  • B.S., Finance, summa cum laude, University of North Carolina at Greensboro

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Forensic and Valuation Services Section, AICPA
  • North Carolina Association of Certified Public Accountants
  • American Society of Appraisers

Civic and Community Activities

  • Leadership Raleigh 28
  • Recruitment Chair, Steering Committee, Raleigh Chamber Young Professionals Network
  • Named among Triangle Business Journals “40 under 40” in 2014
  • Former Board Member, American Diabetes Association
  • Former Board Member, Motheread Finance Committee
  • Habitat for Humanity of Wake County

Services

Business Valuation Services

Commercial Litigation Support

Family Wealth Services

Tax Preparation and Consultant Services

Industries

Closely Held Business

Professional Services

Authored by David Stewart

Article

Succession Planning - Choosing Your Successor

Nov 16th, 2022

by David Stewart, Taylor Pelusi, and Spencer Caldwell As we continue our series on business succession this article builds on our first two topics: the…
Read More