David Herrman

About David Herrman

BUSINESS OWNERS — After 30+ years in senior leadership across multiple industries, I’ve seen firsthand what holds owners of $2M–$20M businesses back from the freedom, growth, and fulfillment they envisioned when they launched.You’re working harder than ever—long hours, endless decisions—and still feeling like you’re stuck in the engine room instead of steering the ship.But it doesn’t have to be that way.Blackstone Business Advisors and Peter M Habib & Associates, Inc have teamed up to help business owners reclaim control, drive real enterprise value, and build companies that run smoothly—with or without their constant involvement. We deliver that through G², our proprietary Growth & Guidance Financial Operating System that combines Virtual CFO services, proactive tax planning, enterprise value planning and tracking as well as managed back-office support.Here’s how we help: Uncover and focus on the core drivers of business value Build systems that reduce owner-dependence and increase scalability Implement advanced tax strategies to ensure business owners keep more of what they earn Support strategic planning and execution that aligns with your vision—not just your workloadWhether your goal is long-term ownership, rapid scaling, or positioning your business for future monetization, our focus is the same: helping you create a business that is valuable, sustainable, and freeing.I’ve built my career around helping entrepreneurs succeed through operational leadership, financial insight, and advanced tax planning. Through Blackstone & Peter M Habib & Associates, our commitment is simple:Vision. Plan. Prosper.

Experience

1. Principal

   Peter M. Habib & Associates, Inc

   Aug 2021 — Present · Pittsburgh, PA, US

   We work closely with business owners to implement our proprietary G² Financial Operating System in their organizations, giving them clear financial visibility, a repeatable monthly CFO rhythm, and integrated tax strategies that typically generate savings well in excess of the cost of the engagement. Our work allows business owners to move from reactive bookkeeping to forward-looking decision-making, with a constant emphasis on enterprise value and eventual exit readiness.

Education

• Wake Forest University

  Bachelor of Science - BS, Accounting and Finance

  1985 — 1990

Skills

• Real Estate Transactions
• Strategy Development
• Budget Administration
• Policy Development
• Executive Compensation Planning
• Creative Real Estate Investing
• Contract Negotiation
• Developing Key Performance Metrics
• Retirement Plan Consulting
• Financial Planning & Analysis (Fp&a)
• Certified Public Accountant
• Technology Deployment
• Real Estate Financing
• Relationship Management
• Life Insurance
• Finance & Accounting Oversight
• Management
• Customer Service
• Risk Management
• Leadership
• Complex Negotiations
• Project Management
• Business Planning
• Acquisitions & Intergration
• Business Strategy
• Process Development
• Business Development
• Corporate Finance