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David Wimberly
David Wimberly, CPA/PFS, CVA, CMAP, CM&AA

Managing Director - Tallahassee, FL

904.219.5750 phone

dwimberly@mcleanllc.com

David Wimberly is Managing Director of The McLean Group’s Tallahassee, FL office. He has more than 35 years’ M&A and accounting experience advising middle market business owners on business valuation, exit planning, investment strategies, risk management and asset protection.  He also was the founder of a CPA and consulting firm.

 

A CPA, Mr. Wimberly holds BS and M.Acc. degrees from Florida State University and an MS in industrial and systems engineering (financial engineering concentration) from the University of Florida.

 

Professional Credentials

  • CPA (Florida)
  • FINRA Registered Representative (Series 7, 79)
  • Personal Financial Specialist (PFS) through AICPA
  • Certified Valuation Analyst (CVA) through NACVA
  • Certified M&A Professional (CMAP) through MMIBA
  • Certified M&A Advisor (CMAA) through the Alliance of M&A Advisors

 

Professional Memberships

  • American Institute of CPAs (AICPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • Middle Market Investment Bankers Association (MMIBA)
  • Alliance of Merger & Acquisition Advisors (AM&AA)