David Cohen has been Managing Director and Principal at Matheson Financial Advisors since 2006 after Exit Strategy Management, a consulting firm he founded, merged with Matheson Financial Advisors. David brings over a decade of experience in consulting clients on ownership transition, business valuation, financial management, and mergers acquisitions.

Before establishing Exit Strategy Management, David was a shareholder with another industry consulting firm, where he lead the Financial Advisory Services. David has completed appraisal assignments of mergers and acquisitions, internal ownership transition and succession planning, Employee Stock Ownership Plans (ESOPs), and litigation support engagements. Throughout his experience, he has supported clients with all facets of ownership transition planning and advised clients through the mergers and acquisitions process.

As an expert in financial advisory services, David conducts seminars on financial management, valuation, and ownership transition planning for the design industry. He also leads in house educational presentations for firms nationwide and speaks at ACEC and AIA National and State conferences.

David is a graduate of the University of Miami, Florida with a Bachelor of Business Administration degree in Accounting. Additionally, he holds his Juris Doctorate from the University of Miami School of Law, is licensed to practice in Florida and Massachusetts, and has practiced law in class action litigations, commercial proceedings, and civil actions. David has received the coveted Accredited Senior Appraiser (ASA) designation and is a member of the American Society of Appraisers.