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DAVID READER

Executive M&A and Tax Attorney specializing in middle-market transactions and operations

Tampa, FLPresident and Chief Operating Officer43 years experienceExecutiveLegalConsultingFinancial Services
ScreenedReferences VerifiedIdentity VerifiedStrongly Recommended

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About

Operations-focused advisor with experience building scalable structures in highly regulated and transaction-heavy environments. Restructured a multi-state cannabis startup into a parent/subsidiary model with a separate IP entity and implemented governance/compliance systems that supported multiple private placements. Also transformed an M&A advisory firm into a more scalable platform by standardizing the deal lifecycle, improving onboarding/compliance, and reducing deal cycle time.

Experience

President and Chief Operating OfficerCortland Advisors LLC
ConsultantBusiness Daimon LLC
Of CounselBlank Rome LLP
Vice President and Chief Operating OfficerAlternative Medical Enterprises LLC
Law Firm PartnerKeller and Heckman LLP
AssociateKeller and Heckman LLP
Law Firm PartnerKraskin, Lesse & Cosson LLP
Tax AssociateBaldwin & Haspel
Tax AssociateMilling Benson
Attorney (Tax Law Specialist; Reorganization Branch)Internal Revenue Service
MentorTampa Bay Wave
Adjunct FacultyAnne Arundel Community College
Radio Show Host, An Hour Off The ClockWBIS 1190am

Education

Georgetown University Law Centermaster, Taxation (1986)
Southwestern University School of Lawdoctorate, Law (1983)
State University of New York at Albanybachelor, Business Administration (1980)

Key Strengths

  • Built scalable multi-state corporate structure for a cannabis startup (parent + subsidiaries + separate IP entity)
  • Implemented governance and compliance systems enabling multiple private placements and expansion readiness
  • Designed operating model for an M&A advisory firm aligning business development, deal execution, and client management
  • Reduced deal cycle time via standardized deal lifecycle processes
  • Improved client onboarding and compliance to support multiple concurrent transactions without quality loss
  • Pragmatic ops diagnosis combining data-driven bottleneck analysis with stakeholder interviews
  • Empowers teams through ownership-based implementation and iterative process pressure-testing
  • Effective at simplifying complex operational concepts for non-ops founders/executives

Reference Highlights

Strongly Recommended
  • full understanding of organizational systems
  • creates frameworks that streamline operations
  • improves efficiency
  • structures companies to run efficiently
  • establishes well-defined reporting structures
  • effective mentor to founders and senior leaders
  • guides companies to substantial economic growth
  • knowledgeable about what companies require to sustain rapid growth
  • trusted long-term colleague

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Contact

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Languages

English

Skills

Mergers & Acquisitions (M&A)M&A advisoryStrategic consultingBusiness consultingBusiness counselingCorporate governanceOperational managementOrganizational designOrganizational structuringAdministrative process designDeal team leadershipTransaction managementBuy-side transactionsSell-side transactionsMiddle-market transactions