David Septoff - Septoff Trusted Advisors

navigate complex transactions; drive successful outcomes

extensive experience and expertise

Septoff Trusted Advisors provides invaluable insight and support to executives and business owners in navigating complex transactions and driving successful outcomes. Learn more below.

Strategic Coaching Services

Leverage my extensive experience in building and scaling a successful business—from its inception to eventual sale.

My coaching services are designed to guide executives, entrepreneurs, and business owners through the critical stages of growing a company, navigating transitions, and positioning for long-term success.

financial

Investor Relations & Financial Literacy Coaching

For businesses raising capital or seeking investment, I offer coaching on building investor relationships and preparing for fundraising.

I help executives enhance their financial literacy, enabling them to understand key financial concepts like business valuation, financial forecasting, and capital management—critical for making informed decisions and communicating effectively with investors.

strategic

Leadership & Transition Coaching

Whether you’re scaling your business or preparing for a leadership transition, I provide coaching on developing a resilient leadership team and fostering talent. This includes coaching on role evolution for entrepreneurs as they transition through different phases of business growth or prepare for an exit.

I support leaders in navigating organizational changes and maintaining leadership clarity throughout their business journey.

Mergers & Acquisitions

Strategic Growth & Exit Coaching

I help leaders develop and execute strategies for sustainable growth, while simultaneously preparing for a successful exit.

Drawing from my experience, I provide guidance on optimizing operations, building strong teams, and creating a business that is not only scalable but also attractive to potential buyers.

I offer insights on exit planning, including valuation optimization, and preparing your business for acquisition or sale.

negotiation

Negotiation & Risk Management Coaching

Securing favorable outcomes in deals—whether with investors, buyers, or partners—requires strong negotiation skills.

I coach leaders on effective negotiation techniques, deal structuring, and aligning interests to achieve win-win results.

Additionally, I provide coaching on identifying and mitigating risks as your business grows or transitions, helping you safeguard your company’s future while seizing opportunities.

leadership

Resilience & Leadership Development Coaching

Leading a business through growth, change, and eventual sale demands resilience and adaptability. I coach executives on building personal resilience and leading teams with confidence through uncertain times. This service equips you with the tools to manage high-pressure situations, maintain focus, and steer your organization towards success.

Septoff Trusted Advisors

Ready to get Started?

Contact us to learn how Septoff Trusted Advisors can assist you in private equity, mergers, acquisitions, and strategic partnerships.