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David Harper sold books door-to-door before landing in Big Four accounting, then left it to chase the sales side he felt he was missing. That detour eventually built the forensic accounting and valuation practice he ran solo for a decade and that merged, via another merger, into Sorren. David now leads advisory nationally and has scaled organic growth roughly 300% by treating internal trust the same way his team treats client relationships. On Episode 22 of Common Threads, he and Heath Alloway trace what this expansion has actually required: honest conversations instead of blind positivity, treating business transitions as ownership handoffs rather than exits, and getting a company's financial house in order years before any sale. David lays out the frameworks his team uses to spot opportunity early, like value drivers, recurring revenue, and attorney relationships, arguing that a firm's ability to bring multiple service lines around one client is what actually makes it indispensable… and profitable.
Get the full show notes and more resources at CommonThreads.Sorren.com
