FDWilliams & Associates

www.fdwilliamsassociates.com

Helping People and Businesses Through Transitions He has been in your shoes! F.D. (Dave) Williams has been in business one way or another for almost 60 years beginning with a paper route at age 10. His business journey and entrepreneurial spirit have led him through a wide variety of experiences, including sales and marketing roles in small family owned and large closely held corporations, as well as independent contractor in insurance and investments. A wealth of experiences came from roles as founder, owner, partner and CEO/President of a growth-oriented business for 28 years. Most recently, he was the M&A originator of his business and subsequent senior partner of the acquiring firm. Along the way, Williams learned valuable lessons about organization development, human resources, buy-sell agreements, ESOPs, qualified and non-qualified retirement and deferred-compensation plans, phantom stock options, business continuation succession plans, and exit strategies. Could you benefit from a trusted advisor, mentor, friend to help you think through your next transition? If so, call or email me at DWilliams@FDWilliamsAssociates.com. Let’s see if we can develop a relationship.

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Helping People and Businesses Through Transitions He has been in your shoes! F.D. (Dave) Williams has been in business one way or another for almost 60 years beginning with a paper route at age 10. His business journey and entrepreneurial spirit have led him through a wide variety of experiences, including sales and marketing roles in small family owned and large closely held corporations, as well as independent contractor in insurance and investments. A wealth of experiences came from roles as founder, owner, partner and CEO/President of a growth-oriented business for 28 years. Most recently, he was the M&A originator of his business and subsequent senior partner of the acquiring firm. Along the way, Williams learned valuable lessons about organization development, human resources, buy-sell agreements, ESOPs, qualified and non-qualified retirement and deferred-compensation plans, phantom stock options, business continuation succession plans, and exit strategies. Could you benefit from a trusted advisor, mentor, friend to help you think through your next transition? If so, call or email me at DWilliams@FDWilliamsAssociates.com. Let’s see if we can develop a relationship.

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1-10

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Founded

2009

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  • David Allen Capital Agent

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