About David Miller

David Miller is a Senior Business Advisor and a seasoned M&A professional at M&A Business Advisors, a highly respected and experienced firm in the Business Brokerage and M&A industry.

David has a diverse background in strategic business management and working with business owners ranging from local entrepreneurs to CEOs of international family-owned businesses in various sectors, such as transportation and logistics, manufacturing and distribution, import/export, merchandising, real estate, automotive, mining, and alternative energy. He specializes in serving clients with revenues ranging from $3MM to $100MM.

David’s entrepreneurial journey began when he founded, operated, and sold his own successful outerwear clothing manufacturing and wholesale distribution business. As a business advisor, he led an international M&A project for a leading global logistics and shipping group. He helped the group acquire and integrate competitors in the U.S., Europe, Asia, and South America, making it the industry leader. He later sold the group to private equity investors who were looking for an established international business platform.

David leverages his M&A expertise and financial management skills to assist business owners who want to sell their existing business or acquire new ones. His main goal is to help business owners increase their business value and create personal wealth.

For a complimentary and confidential discussion, contact David Miller at (310) 989-8665 or .

Biography Timeline:

• Educated and worked in Australia, attaining Commerce and Economics business degrees as well as a CPA professional qualification. (1970s)
• Worked as Vice President Finance for an international shipping line and CFO for an automotive startup in Los Angeles. (1980s)
• Founder and Managing Director of an outerwear clothing manufacturing and wholesale distribution business in Vancouver, Canada. (1990-1994)
• Founder and Director of a small public mineral exploration company in Calgary, Canada. (1995)
• Founder and International Business Consultant at David Miller & Associates, a business consulting firm in Huntington Beach, CA which specialized in advising business owners on strategic business development, financial management, M&A projects and active investment management. (1996–2017)
• Managing Director at Energia Group, a biomass energy company based in Singapore. (2013-2017)
• Partner at B2B CFO, a national business consulting firm providing strategic advisory, CFO services and business exit/transition services to business owners. (2017-2022)
• Strategic Business Advisor and CFO at David J Miller, a business consulting firm in Huntington Beach, CA which delivers hands-on business consulting services, accounting services, M&A exit/transition services and company startup services to business owners and their companies. (2022-2023)
• Senior Business Advisor at M&A Business Advisors, a business sales and acquisitions Business Broker in Huntington Beach, CA. (2023)

Selected Accomplishments:

• Founded, operated and sold a successful outerwear clothing manufacturing and wholesale distribution business.
• Founded and directed a startup public mineral exploration company.
• Directed eight corporate acquisitions in various countries for a leading global logistics and shipping group.
• Successfully negotiated and closed the equity sale of a leading multi-national shipping group to a London- based private equity firm.
• Managed the investment activities of a $350MM international investment fund that invested in both active ventures and passive investments.
• Generated substantial tax savings over many years for the trust beneficiaries of an international tax and estate plan.
• Supervised corporate administration and financial management for a philanthropic foundation.
• Directed the formation and management structure of an investment holding company in Singapore that facilitated the financing and development of a biomass energy project in South East Asia.

Experience:

David J Miller, LOS ANGELES AND ORANGE COUNTY, CA

Strategic Business Advisor and CFO, 2023

• Offers consultative advice on international business, financial management, M&A and family office
• Delivers hands-on business consulting, accounting, M&A and business formation services

B2B CFO, LOS ANGELES AND ORANGE COUNTY, CA

Partner, B2B CFO, 2017-2022

• Provided strategic advisory and CFO advice on accounting, finances, cash flows, acquisitions and business exit/transitions
• Deliverd hands-on business consulting, financial management, strategic direction and active investment management

David Miller & Associates, LOS ANGELES, CA

International Business Consultant, 1996–2017

• Offered consultative advice on international business, financial management, M&A and family office
• Delivered hands-on business consulting, accounting, M&A management and business formation services

Notable Business Consultant Assignments:

Business Consultant, Los Angeles (2016 | 2017)

• Offered investigative financial due diligence work for clients looking to acquire and sell businesses

Managing Director, Energia Group, Singapore (2013–2017)

• Provided consultative advice to international shareholders for an alternative energy project in South East Asia involving business plans, financial models, corporate structures and protection of patented technology
• Coordinated attorneys and tax accountants to establish the Singapore investment holding company group

Business Consultant, Private Review LLC, Delaware (2016)

• Rendered business development counseling to a company that promoted marketing applications in the United States
• Interacted with United States attorneys and tax accountants throughout the development of Delaware investment company

Pizarro Trust Group – British Virgin Islands

Chief Financial Officer | International Business Consultant | Investment Manager and Protector, 1996–2014

• Designed and implemented a multi-jurisdiction estate and tax plan for high net worth entrepreneur and family members
• Functioned as a trust protector, in charge of securing trust assets and disposition for family beneficiaries
• Functioned as a family office trustee and provided counseling and management services in relation to trust administration and trustee management company operations
• Collaborated with international tax and estate planning attorneys and accountants
• Served as the chief architect for the development of international tax and estate plan trust structures
• Performed and completed accounting, financial management, and treasury duties for 80 trust entities
• Generated substantial tax savings for clients internationally and in the United States
• Demonstrated excellent decision-making skills in increasing growth and mitigating risk for Trust entities and assets of a $350M trust fund

International Shipping: OTS Logistics Group

• Served as deputy chairman and director of key operating subsidiaries worldwide
• Directed all aspects of corporate, accounting, and financial management operations for more than 40 operating companies while participating in various committees with chairman and regional managing directors
• Handled the negotiation of eight corporate acquisitions in various locations, including Asia, Australia, China, Europe, New Zealand, South America, United Kingdom, and the United States, while monitoring the integration of outside acquired entities with global operating structure
• Worked and communicated with international tax and estate planning attorneys and accountants
• Initiated corporate tax and transfer pricing strategies across the United States and foreign tax jurisdictions
• Applied excellent negotiation skills in managing and closing a $350M contract for the sale of the international shipping line and its global subsidiaries to a London-based private equity group in 2012

Real Estate Ventures: Kea Investments Ltd.

• Effectively functioned as an investment manager, in charge of generating investment decisions regarding United Kingdom joint venture (JV) agreements in coordination with property market investors and property managers
• Administered the negotiation and finalization of United Kingdom joint venture agreements, while working with United Kingdom attorneys and tax advisors on execution of due diligence
• Managed the development and employment of investment for ground rents, affordable housing, and residential property

Thoroughbred Racing: Go Bloodstock Group, Australian and New Zealand

• Fulfilled key planning functions as investment manager project advisor and took charge of developing investment decisions for various bloodstock and thoroughbred breeding and racing interests

Yacht management: Ubiquitous Group

• Managed corporate, accounting, and financial management aspect of operation for yacht investment company and yacht management company

Philanthropic Foundation: GFF Group, BVI, India, Fiji, and New Zealand

• Supervised corporate, accounting, and financial management aspects of philanthropic activities and global operations in collaboration with attorneys and tax advisors

Earlier Career Experience:

Koolah Products Inc. – Vancouver, Canada – Outerware clothing Manufacturer and wholesale distributor

Managing Director | Chief Financial Officer | Owner

Kelpie Cargo Inc. – Los Angeles, CA, USA – automotive and technology startup

Chief Financial Officer

Direct Container Line Inc. – Los Angeles, CA, USA – non-asset based international shipping line

Vice President Finance

AJCL, Overseas Containers Limited – Sydney, Australia – ocean shipping line

Finance Director

Professional Firms – Brisbane, Australia and London, UK

Certified Practicing Accountant (CPA)

Education and Credentials:

Bachelor of Commerce (B.Com)
Bachelor of Economics (B.Econ)
(Faculty of Business, Economics and Law at University of Queensland, Brisbane, Australia)

CPA Australia (Certified Practicing Accountant)

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