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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
  • 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

Personal Financial Services

Tax Preparation and Consultant Services

Industries

Closely Held Business

Professional Services