In person Workshop: Ownership Transition of a Business

**Please note, this will be a hybrid meeting however, we encourage everyone interested to attend in person. The meeting will be held at the Beverly Hills Chamber of Commerce Office(9400 S. Santa Monica Blvd, 2nd floor) **
 

In partnership with the Small Business Development Center, the Beverly Hills Chamber of Commerce will welcome Diamond Capital Advisors Investment Banking and Valuations Co-Founder David Herman. David will discuss the process of managing and selling a business. By utilizing Diamond Capitals' proven selling process, business owners can gain a deeper understanding of the financial and emotional aspects of business transition. Attendees will leave with a strong understanding of how to effectively sell a business, regardless of whether it is the preparation, marketing, or buyer selection and negotiation.

This is an excellent opportunity for anyone considering the purchase or sale of a business or just interested in gaining a more comprehensive understanding of the topic. This is a unique opportunity not to be missed.

* Coffee and light refreshments will be provided*
 

 

 
David Herman, Co-Founder, Diamond Capital Advisors
 
David co-founded Diamond in 2009. He has over 25 years of investment banking experience. From this and his extensive operational experience, David understands the value-drivers that attract buyers. This enables him to present his clients business in a very compelling manner that results in maximizing value. In addition, owning and selling two of his own businesses, provides David with key insight to better advise his clients during one of the most important times in a business owner’s career.
 
Prior to Diamond, David co-founded Chelsea Capital, a boutique investment banking firm, which was sold to Houlihan, Lokey, where David became a Director in the Investment Banking Division and completed many diverse transactions including sell-side, buy-side, leverage buy-outs and recapitalizations.
 
David also owned, operated and successfully exited both an auto parts manufacturing company and a cosmetics business. In his auto parts company, founded by his grandfather, David worked in every facet and ultimately became President. He prepared the company for sale and assisted in closing the transaction. He also acquired a cosmetic company (Bodyography) where he added management, developed more advanced products, and increased sales and marketing support. He sold that company for a profit and returned to investment banking with Diamond.
 
David has a B.A. from Washington University and a law degree from NYU School of Law. David holds Series 7, 79, and 63 with FINRA.