Dave Parikh

CPA, CM&AA, CVA, CEPA, CGMA. MBA | President

Dave has ten years of experience in areas of Consulting and Investment Banking, during which, he has advised middle-market clients in areas of M&A, Debt and Equity Issuance, Recapitalization, ESOPs, Strategic Planning, Pricing and Budgeting, Risk Management, Compliance with regulations set forth by DCAA, SBA, and lending institutions, Establishment of Strong Internal Control Policies and Procedures in regards to Financial Reporting, Management Consulting, and Growth and Profitability Maximization.

During his banking tenure, Dave has successfully structured over 100 financing transactions, ranging from $1M to $300M primarily in the Government, Defense, & Aerospace industry.

He has used his expertise in Financial & Management Accounting, DCAA Regulations and FAR Accounting , expertise in all major Accounting Systems, Job Costing & Financial Modeling, Budgeting & Forecasting, and Tax strategies to help turnaround several unprofitable and stagnant companies into financially successful organizations.

Dave’s motivation in founding BusinessWise CPA and BusinessWise Capital was his strong desire to provide sophisticated strategic, financial, and accounting advisory services to middle-market clients. Under Dave’s leadership, BusinessWise CPA has become one of the fastest growing outsourced financial and accounting services firm in the DC metro area.
Dave is fluent in over seven languages and has worked or lived in nine countries.

Professional Credentials

  • Certified Public Accountant (CPA)
  • Certified Mergers and Acquisitions Advisor (CM&AA)
  • Certified Valuation Analyst (CVA)
  • Certified Exit Planning Advisor (CEPA)
  • Certified Global Management Accountant (CGMA)
  • FINRA Registered Representative (Series 63, 79)

Professional Memberships

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • The National Association of Certified Valuators and Analysts
  • The Exit Planning Institute

Securities offered through Fallbrook Capital Securities Corporation FINRASIPC

The information contained herein is believed to be reliable, but is not guaranteed as to its accuracy or completeness. This website is provided solely for your information and convenience. This material does not constitute an offer to sell or a solicitation of an offer to buy any security. An offer can only be made by a prospectus that contains more complete information on risks, management fees and other expenses. In order to fully understand all of the implications and risks of investing, investors should carefully read a prospectus before investing. Investment Products and Services Are Offered Through Fallbrook Capital Securities Corp. (Member FINRA and SIPC). You may contact Fallbrook Capital Securities Corp. by calling (818) 657-6100 or go to www.fallbrookcapital.com