Our Firm
Who We Serve
- Entrepreneurs and Owners of Service-Based Businesses
- Owners with Growth Aspirations
- Entrepreneurs who value Coaching, Mentorship and Advice
- Owners who desire more Money, Time and Freedom
The Challenges We Solve
- I’m frustrated because my company is profitable but I don’t know where the cash is going
- I’m not sure how to best save for retirement while continuing to invest in my company
- I’m worried about taking on (more) debt to fund our operations or growth
- I’m uncertain about how to exit or retire from my business someday
We Do Things Differently
- We care as much about you, the owner, as we do your business. We integrate your financial well being and the financial health of your business
- We don’t look at clients as a one-time project. We form long-term relationships through the lifecycle of your business so we can help you realize results and continue to improve all the way through potential expansion and exit
- We partner. It’s not all us or all you. We work hand-in-hand and provide education along the way. We simplify complex financial concepts to enable your growth
David Bean, CPA, CEPA
Dave is the founder and owner of 3C Strategic Advisors. His mission is to serve the small business community and help fellow owners realize the dreams they set out to achieve through entrepreneurship.
Prior to starting the firm, Dave spent nearly two decades in finance, strategy and mergers & acquisitions leadership roles for privately held, not-for-profit and Fortune 100 companies.
The Credentials
Dave holds an undergraduate degree in Accounting and a masters degree in Servant Leadership. He Is also a Certified Public Accountant (CPA) in Arizona and holds the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Dave is a licensed Investment Advisor Representative (IAR) of Silverhawk Private Wealth.
Life Beyond Business
Dave resides in Phoenix, Arizona with his wife and three children. He enjoys spending time with his family, sports and fitness. He can often be found coaching his children’s sports teams or running in the beautiful Arizona weather.
