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 directs Bader Martin’s closely held and 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.
Family and closely held 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, 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
Washington State Board of Accountancy, Quality Assurance Review Committee
Medic One Foundation, Board of Directors, Treasurer, Finance Committee
Jewish Federation of Greater Seattle, Board of Directors, Executive Committee, Planned Giving Committee Chair
Seattle Academy, Finance Committee
Northwest Family Business Advisors
Estate Planning Council of Seattle
University of Denver Parents Council
Association for Accounting Marketing
Bachelor of Arts in Economics and Accounting, with honors, Claremont McKenna College
Master of Business Administration (Finance), University of Washington