David Fuller founded VALUE as a premier firm in the application of financial, valuation and economic theory. Drawing on the experience and knowledge gained through thousands of financial consulting engagements, David has a wide range of industry experience, as well as experience with a wide variety of situations and circumstances. He provides services to clients involved in mergers, acquisitions and corporate transactions. He works with clients addressing valuation-related financial and tax reporting requirements. He also provides expert analysis and testimony when engaged by clients involved in various sorts of litigation. David has testified as on expert on offering opinions relating to on valuation, economic loss and damages, reasonable compensation, characterization and tracing, and other financial and economic issues.
David has performed analyses in many industries, including: aerospace, agri-business, banking, business process outsourcing, construction, distribution, energy, financial services, food and beverage, healthcare, hospitality, insurance, life sciences, manufacturing, materials, media, pharmaceuticals, professional services, real estate, restaurant, retail, securities, software, technology, telecommunications, transportation and utilities.
Prior to forming VALUE, David consulted extensively in the financial and valuation fields, in various roles with a national financial valuation firm and in the valuation practice of a global accounting & consulting firm.
David has been published on several occasions in a variety of industry and trade journals. David has lectured to groups of executives and professionals, and assisted with teaching undergraduate and graduate level courses relating to valuation issues. David has testified on numerous occasions in deposition and trial settings in a variety of Federal and state courts and has served numerous clients with valuations relating to tax disputes in United States Tax Court.
He frequently serves as a neutral valuation expert in litigation matters, either by agreement of the parties or when appointed by courts.
David earned his MBA with a concentration in finance from Southern Methodist University in 1989. He also holds a Bachelor of Arts degree in Liberal Arts with concentrations in economics and finance from Austin College. He holds the Chartered Financial Analyst (CFA) designation, and he holds the Accredited Senior Appraiser (ASA) designation in the Business Valuation discipline. He also holds the Certified Fraud Examiner (CFE) designation.
David is an active member of several local and national professional organizations, including the CFA Institute, the CFA Society of Dallas/Fort Worth, the American Society of Appraisers, the Association of Certified Fraud Examiners, the Association for Corporate Growth, and Financial Executives International. He also serves as a member of the Associate Board of the Cox School of Business, at Southern Methodist University.
David has served on boards of a number of community organizations including religious charities, scouting organizations, and youth sports organizations. David grew up in the Dallas area and currently resides on a small ranch in Argyle with his wife, and where they enjoy spending time with family, and caring for their cows, horses, dogs, cats and chickens. With the kids grown and gone, he has more time to spend pursuing other hobbies including golf, competitive shooting, and fly fishing.
Accreditation and Designations
- Chartered Financial Analyst (CFA), designated by the CFA Institute (CFAI)
- Accredited Senior Appraiser (ASA), designated by the American Society of Appraisers (ASA)
- Certified Fraud Examiner (CFE), designated by the Association of Certified Fraud Examiners (ACFE)
Organizations and Professional Associations
- Associate Board Member, Cox School of Business, Southern Methodist University
- Member, Financial Executives International
- Member, Association for Corporate Growth
- Past President, DFW ACG Chapter
- Member, CFA Institute
- Member, Dallas Society of Financial Analysts
- Member, American Society of Appraisers
- Member, American Society of Appraisers, Dallas Chapter