Strategist and Advisor
David C. Wells Jr
David has loved strategy and using strategic insights to drive organizations forward for as long as he can remember. He founded his first company at age 17 helping businesses with technology. During college, he continued consulting with several businesses, and even had the chance to work with The Globe Theatre in London to design an educational program. He started his career after college at Accenture (Anderson Consulting) working with multi-national financial services clients.
To further pursue his love of strategy, David moved to the world of investment research when he relocated to Nashville in the fall of 2006. Over the following almost 15 years on both the buy and sell-side, David has analyzed hundreds of companies across a broad range of industries. He now runs Family Capital Strategy, a strategy consultancy for family offices and family businesses based in Nashville, TN.
Statistics of Questionable Relevance
Fifteen on Friday SubScribers
Books Read since 2012
Book Being Written
The locales that families build their wealth in are often times closely intertwined with the family’s identity and narrative. Yet like all considerations for a family office, the choice of geography is an important one, and importantly the ‘default’ answer should not be immediately adopted simply because it is the default.
You Don’t Have to Sell Just Because the Party Might Be Ending – Exiting is More Complicated Than That
There is a piece making the rounds on Bloomberg (” Family-Owned Businesses Urged to Sell Before the Party Ends”) this week saying that if you have ever contemplated selling your business now is the time to head for the exit.
Our caution would be simply that of the zen master – ‘we’ll see.’
What if, this very tendency to not discuss what it means to be wealthy, actually enhances the risk of a negative outcome rather than prevents it?