Our Partners

David provides personal, practical, confidential advice to middle market business owners based on his own experience as a successful entrepreneur, investor, C-level executive, Board member and M+A dealmaker.  David has advised over 150 CEOs and their leadership teams, helping them improve business performance and grow the value of their companies.  He understands that every owner will eventually leave their business—his personal mission is to help each owner plan and execute their unique exit strategy to harvest a full valuation and meet their retirement goals, and their family and community responsibilities. 

 (303) 882-5286 

LinkedIn Profile

Bill has deep expertise in building, running, and growing profitable mid-market businesses. As a C level operating executive, the experiences span privately held companies, private to public transitions, and the public space. Management experience in technology, communication, industrial manufacturing and construction sectors provides Bill the ability to guide clients on how to increase the value of their businesses while preparing for capital transactions. His successful client engagements have spanned direct project management to simple CEO whisperer advice.

Bill.Heermann@NewportAdvisors.co

(303) 809-0530

LinkedIn Profile