and finance guidance
for families, business,
What clients say about Dan:
"Dan Whitaker has worked us for the past several years as CFO and as a Family Advisor. From a CFO perspective, Dan has a great ability to analyze the financial health of our real estate and asset management company as well as put together budgets and help plan for the future of our company. His attention to detail and his control procedures were key to measuring the financial success of our company. In addition, Dan is multi-faceted in banking, taxes, real estate development, and buy-sell analysis. As a Family Advisor, Dan is able to assimilate information quickly and provide a concise and thoughtful analysis of how a certain financial decision may affect another aspect of our business. Perhaps best yet is that in addition to his strong CFO skills, he has a great sense of humor with a contagious laugh. Dan is a delight to work with on so many different fronts."
“When you work with Dan you are going to get an honest response. He’s not going to give you an answer just to give you an answer and have you feel good, but you’re going to get the information you need.”
“Dan is very smart and detailed. As my right-hand finance guy, he made sure our projects were capitalized right, structured properly, and looked at from different angles. His impact on our operations is that we made a lot of money on projects.”
“Dan has a very unique background that allows him to look at situations from the perspective of an accountant, a lender, a borrower or an investor. You don’t find a lot of guys with that breadth of experience.”