Like most natural-born entrepreneurs, David Stiefel started early. By age 14 he was hiring employees, maintaining inventory and keeping the books for the snack bar at the View Ridge Swim Club.
It may have helped that his father was a CPA. But in truth, David has simply always had a fascination with privately held and family-owned companies and their owners. He loves the combination of business and interpersonal dynamics involved, and enjoys the strategic and counseling aspects of his relationships with them.
David is Bader Martin's managing principal and directs the firm's family business practice. His work combines tax and accounting services with financial and business consulting for private and family-owned companies, their family offices and their high net worth owners.
He is experienced in strategic and wealth planning and business consulting, as well as goal setting, governance and structure, risk analysis and financial modeling.
David also has significant professional experience in forensic accounting, litigation support and expert testimony, with an emphasis on estate and trust disputes.
FIVE STAR Best CPA: Taxation, Business Planning, Estate Planning, Seattle, 2007 - 2011, 2014 - 2016
Family businesses, with emphasis in distribution, hospitality, professional services, retail, real estate
Family office services
Wealth planning and financial analysis
Mergers and acquisitions
Family and business governance and structure
Litigation support/expert witness
Certified Public Accountant (CPA), Washington, Oregon (Inactive: California, Pennsylvania)
Personal Financial Specialist (PFS), American Institute of Certified Public Accountants
Chartered Financial Consultant (ChFC), The American College
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Jewish Federation of Greater Seattle, Board of Directors, Executive Committee (Past Planned Giving Committee Chair)
Medic One Foundation, Finance Committee (Past Board of Directors, Treasurer)
Family Firm Institute
Northwest Family Business Advisors, Board of Directors
Estate Planning Council of Seattle
Association for Accounting Marketing
Past Washington State Board of Accountancy, Quality Assurance Review Committee
Past Finance Committee Member, Seattle Academy
Past Member, University of Denver Parents Council
Bachelor of Arts in Economics and Accounting, with honors, Claremont McKenna College
Master of Business Administration (Finance), University of Washington